Salesforce CRM - The Definitive Admin Handbook - Fifth Edition

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By Paul Goodey
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    Section 1: Getting Started with Salesforce CRM
About this book

Salesforce’s winter ’19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform.

This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You’ll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it’ll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you’ll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You’ll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience.

By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM.

Publication date:
April 2019


Section 1: Getting Started with Salesforce CRM

In this section, we will look at the options for establishing a profile for your company and a user and the organization-wide UI settings within Salesforce CRM. We will describe the settings within the setup menu, and we will outline the mechanisms available for searching records, record sharing, and storage.

This section contains the following chapters:

  • Chapter 1, Setting Up Salesforce CRM and the Company Profile
  • Chapter 2, Managing Users and Controlling System Access
  • Chapter 3, Configuring Objects and Apps
About the Author
  • Paul Goodey

    Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006. He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.

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Latest Reviews (1 reviews total)
Most Packt books are very good but this Salesforce CRM - The Definitive Admin Handbook - Fifth Edition offers nothing new from the previous edition. This is a very poor Admin Handbook.
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Salesforce CRM - The Definitive Admin Handbook - Fifth Edition
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