Mastering Salesforce CRM Administration

4.5 (6 reviews total)
By Rakesh Gupta
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  1. A Deep Dive into the Salesforce Lightning Experience

About this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects.

From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.

Publication date:
March 2017


Chapter 1. A Deep Dive into the Salesforce Lightning Experience

This chapter starts with an overview of the Salesforce Lightning Experience and its benefits, which takes the discussion forward to the various business use cases where it can boost the sales representatives' productivity. We will also discuss different Sales Cloud and Service Cloud editions offered by Salesforce. At the end of this chapter, you will learn the different types of objects and fields available in Salesforce.

In the next few chapters, you will be briefed about user and organization administration, territory management, and the key concepts of Sales Cloud and Service Cloud. We will also go through the various ways of streamlining the sales and service processes using Lightning Process Builder and Visual Workflow. In the last few chapters, we will go through data migration concepts, reports and dashboards in Salesforce, Chatter configuration, mobile administration, and various ways of deploying your metadata. The following topics will be covered in this chapter:

  • Getting started with Lightning Experience

  • Salesforce Lightning Editions

  • Types of objects and fields in Salesforce

  • Types of relationships in Salesforce


Getting started with Lightning Experience

Lightning Experience is a new generation productive user interface designed to help your sales team to close more deals and sell quicker and smarter. Whereas support team can close a case faster using various tools and Lightning Components. The upswing in mobile usages is influencing the way people work. Sales representatives are now using mobile to research potential customers, get the details of nearby customer offices, socially connect with their customers, and even more. That's why Salesforce synced the desktop Lightning Experience with mobile Salesforce1.

About the Author

  • Rakesh Gupta

    Rakesh Gupta is best known as an automation champion in the Salesforce ecosystem. He has written over 150 articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts in the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. Currently, Rakesh is working as a Salesforce solution architect consultant.

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Latest Reviews

(6 reviews total)
Excellent book rendering Salesforce knowledge
Yakub was very helpful! !!
Too much fluff (basic user info) vs. admin details

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