Salesforce CRM: The Definitive Admin Handbook
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Getting Started with the Salesforce CRM Application: Organization Administration
- Getting Started with the Salesforce CRM Application: Organization Administration
- User login and authorization
- Establishing your company profile within Salesforce
- User Interface
- Summary
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User Management in Salesforce CRM
- User Management in Salesforce CRM
- Introduction to record ownership, profiles, and sharing
- Managing users in Salesforce CRM
- Summary
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Configuration in Salesforce CRM
- Configuration in Salesforce CRM
- Relationship between profile and the features that it controls
- Creating custom objects
- Creating custom fields
- Custom field governance
- Page layouts
- Record types
- Related lists
- List views
- Summary
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Data Management
- Data Management
- Data access security model
- Organization-wide Sharing Defaults (OWD)
- Role hierarchy
- Organization-wide defaults and Sharing Rules
- Sharing Rules
- Data validation
- Importing and exporting data
- Folders
- Recycle Bin
- Data storage utilization
- Summary
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Data Analytics
- Data Analytics
- Reports
- Dashboards
- Folders
- Reports
- Dashboards
- Summary
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Implementing Business Processes in Salesforce CRM
- Implementing Business Processes in Salesforce CRM
- Workflow rules and approval processes
- Configuring workflow rules
- Approval process
- Configuring approval processes
- Summary
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Salesforce CRM Functions
- Salesforce CRM Functions
- Functional overview of Salesforce CRM
- Marketing administration
- Salesforce automation
- Service cloud
- Summary
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Extending Salesforce CRM
- Extending Salesforce CRM
- Enterprise mashups in web applications
- Mashups in Salesforce CRM
- Introduction to Visualforce
- Summary
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Best Practices for Enhancing Productivity
- Best Practices for Enhancing Productivity
- The AppExchange Marketplace
- Managed and unmanaged packages
- External and third-party tools
- App security
- Change management overview
- User adoption
- Summary