Salesforce.com Customization Handbook

Customize Salesforce to automate your business requirements

Salesforce.com Customization Handbook

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Rakesh Gupta, Sagar Pareek, Steven Jeffes - Reviewer

Customize Salesforce to automate your business requirements
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Book Details

ISBN 139781849685986
Paperback454 pages

About This Book

  • Learn the concepts of Salesforce.com to automate business processes
  • Streamline your sales process and improve collaboration in your organization
  • A step-by-step approach to online course design to make your business more reliable and productive

Who This Book Is For

If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.

Table of Contents

Chapter 1: Getting Started with Salesforce
Overview of the Salesforce CRM
Introducing Salesforce CRM
The architecture of Salesforce.com
Various products of Salesforce
Salesforce.com – the most innovative company
Improving collaboration in your organization
Creating a Salesforce developer account
First impression of the Salesforce developer account
Benefits of using the Salesforce developer account
Limitations of Salesforce Developer Edition
Summary
Chapter 2: User Management and Organization Administration
Setting up company information
Changing the corporate currency
Fiscal year and its customization
Business hours setup and its effect
Holiday settings
Language settings and its importance
Profiles
Permission sets
Setting up the users
Locking and unlocking users
Freezing a user's account
Benefits of the login history
Groups and their uses
Queues and their significance
Personal setup
Summary
Chapter 3: Making Your Salesforce Data Secure – Security Settings in Salesforce
Concepts of OWD
Field-Level Security and its effect on data visibility
Setting up password policies
Two-factor authentication in Salesforce
Session setting and its effect on users
Network access – securing your organization's data
Authentication providers
View Setup Audit Trail
Expire all passwords
Concepts of delegated administration
Remote site settings
HTML documents and attachments settings
Testing document and attachment settings
Portal Health Check
Summary
Chapter 4: Domain Management, E-mail Administration, and Google Apps Settings
My Domain
Customizing your Salesforce login page
Various e-mail administration methods
Google Apps settings
Summary
Chapter 5: CRM Functions and Streamlining Business Requirements
Type of relationships in Salesforce
Sales Cloud overview
Service Cloud overview
Streamlining a business process
Tracking the history
Summary
Chapter 6: Automating a Business Process
Improving the data quality – the validation rule
The Formula field
The Roll-up Summary field
Letterhead
An e-mail template
Using workflow to automate your work
Monitoring a time-based workflow
Streamlining your approval process – approval processes
Various ways to approve a request – approval settings
Stay-in-Touch
Summary
Chapter 7: Concepts of Data Management
Salesforce Record IDs
Data management operations
Tools for data management
Truncating custom objects
Sandbox
Deleting all the data
Data Export Service
Get the storage usage details
Mass transfer approval requests
Mass transfer record
Mass deleting records
Mass reassign accounts and opportunity teams
Tags
Summary
Chapter 8: Reports and Dashboards in Salesforce
Understanding report types
Different types of reports
Dashboard components and their types
Exporting a report
Sharing reports and dashboards
Hiding unused report types
Exporting reports without footers
Floating headers in summary and matrix reports
Analytical snapshot
Summary
Chapter 9: Chatter Configuration
Basic overview of Salesforce Chatter
Enabling Chatter invites
Topics for objects
Branding e-mail notifications
Chatter groups
The Chatter announcement feature
Posting e-mail to Chatter groups
Chatter e-mail settings
Enabling feed tracking
Posting a dashboard snapshot to Chatter
Various features of Chatter
Summary
Chapter 10: Mobile Administration
Overview of SalesforceA
Overview of Salesforce#
Overview of Salesforce1
Summary
Chapter 11: Setting Up Deployment Processes
Understanding Change Sets and their types
The Force.com IDE
Overview of packages
Summary
Chapter 12: AppExchange – Extending Salesforce Functionality
AppExchange – an overview
Installing applications from AppExchange
A few noteworthy applications
Summary

What You Will Learn

  • Understand the basic architecture of the Salesforce.com platform and improve collaboration in the organization
  • Manage users in the Salesforce organization and customize the company profile
  • Secure the data within an organization
  • Control e-mail and domain management for your organization
  • Use the Sales Cloud and the Service Cloud to streamline sales, support processes, and automate your business requirements
  • Learn data management in Salesforce
  • Understand the concepts of analytics in Salesforce, and build reports and dashboards on existing data
  • Connect with employees around the globe using Salesforce Chatter and apps from AppExchange

In Detail

Salesforce.com has contributed in bringing about a social revolution to the Internet era. Salesforce.com provides you with the power of cloud computing, enabling you to quickly build enterprise apps in a cloud.

This is a step-by-step guide to automating your business requirements or streamlining your sales process using Salesforce CRM. This book covers many topics from the Spring '14 and Summer '14 releases and is also helpful for those who are preparing for the Salesforce.com admin certification exam (ADM 201). The book starts with an introduction to Salesforce CRM and its products. Then, it covers its user experience management, data security aspects, e-mail administration, and discusses various ways that can be adopted to streamline business processes. By the end of this book, you will be able to customize Salesforce and manage Salesforce-related data in your organization.

Authors

Table of Contents

Chapter 1: Getting Started with Salesforce
Overview of the Salesforce CRM
Introducing Salesforce CRM
The architecture of Salesforce.com
Various products of Salesforce
Salesforce.com – the most innovative company
Improving collaboration in your organization
Creating a Salesforce developer account
First impression of the Salesforce developer account
Benefits of using the Salesforce developer account
Limitations of Salesforce Developer Edition
Summary
Chapter 2: User Management and Organization Administration
Setting up company information
Changing the corporate currency
Fiscal year and its customization
Business hours setup and its effect
Holiday settings
Language settings and its importance
Profiles
Permission sets
Setting up the users
Locking and unlocking users
Freezing a user's account
Benefits of the login history
Groups and their uses
Queues and their significance
Personal setup
Summary
Chapter 3: Making Your Salesforce Data Secure – Security Settings in Salesforce
Concepts of OWD
Field-Level Security and its effect on data visibility
Setting up password policies
Two-factor authentication in Salesforce
Session setting and its effect on users
Network access – securing your organization's data
Authentication providers
View Setup Audit Trail
Expire all passwords
Concepts of delegated administration
Remote site settings
HTML documents and attachments settings
Testing document and attachment settings
Portal Health Check
Summary
Chapter 4: Domain Management, E-mail Administration, and Google Apps Settings
My Domain
Customizing your Salesforce login page
Various e-mail administration methods
Google Apps settings
Summary
Chapter 5: CRM Functions and Streamlining Business Requirements
Type of relationships in Salesforce
Sales Cloud overview
Service Cloud overview
Streamlining a business process
Tracking the history
Summary
Chapter 6: Automating a Business Process
Improving the data quality – the validation rule
The Formula field
The Roll-up Summary field
Letterhead
An e-mail template
Using workflow to automate your work
Monitoring a time-based workflow
Streamlining your approval process – approval processes
Various ways to approve a request – approval settings
Stay-in-Touch
Summary
Chapter 7: Concepts of Data Management
Salesforce Record IDs
Data management operations
Tools for data management
Truncating custom objects
Sandbox
Deleting all the data
Data Export Service
Get the storage usage details
Mass transfer approval requests
Mass transfer record
Mass deleting records
Mass reassign accounts and opportunity teams
Tags
Summary
Chapter 8: Reports and Dashboards in Salesforce
Understanding report types
Different types of reports
Dashboard components and their types
Exporting a report
Sharing reports and dashboards
Hiding unused report types
Exporting reports without footers
Floating headers in summary and matrix reports
Analytical snapshot
Summary
Chapter 9: Chatter Configuration
Basic overview of Salesforce Chatter
Enabling Chatter invites
Topics for objects
Branding e-mail notifications
Chatter groups
The Chatter announcement feature
Posting e-mail to Chatter groups
Chatter e-mail settings
Enabling feed tracking
Posting a dashboard snapshot to Chatter
Various features of Chatter
Summary
Chapter 10: Mobile Administration
Overview of SalesforceA
Overview of Salesforce#
Overview of Salesforce1
Summary
Chapter 11: Setting Up Deployment Processes
Understanding Change Sets and their types
The Force.com IDE
Overview of packages
Summary
Chapter 12: AppExchange – Extending Salesforce Functionality
AppExchange – an overview
Installing applications from AppExchange
A few noteworthy applications
Summary

Book Details

ISBN 139781849685986
Paperback454 pages
Read More

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