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  • Understand the basic architecture of the 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
About has contributed in bringing about a social revolution to the Internet era. 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 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.

  • Learn the concepts of 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
Page Count 454
Course Length 13 hours 37 minutes
ISBN 9781849685986
Date Of Publication 11 Sep 2014


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.

Sagar Pareek

Sagar Pareek is a Salesforce enthusiast, blogger, author, and Salesforce certified developer. He is from Bikaner, Rajasthan, and currently lives in Gurgaon,Haryana. He has been working on the platform since 2012, from his college days.He currently works for CEB ( The Corporate Executive Board Company) as SFDC Developer prior to that he worked for Astrea IT Services Pvt. Ltd., Noida as a Salesforce developer and intern at Acme Embedded Technologies Pvt. Ltd., Bikaner. He was featured by Salesforce in a webinar (Boost Your Career: Get Cloud-Trained and Certified). He won a prize in the Salesforce New Year Resolution 2013 challenge. He actively participates in the Salesforce discussion platforms such as user groups and organizing workshops. He leads the India Salesforce student developer user group and is the co-leader of the Navi Mumbai Salesforce developer user group. You can follow him on his blog at He holds a Bachelor of Technology degree in Computer Science and Engineering from Rajasthan Technical University and is an alumnus of Manda Institute of Technology, Bikaner. He spends his spare time with his family and friends and exploring He is the co-author of Developing Applications with Salesforce Chatter, Packt Publishing.

You can connect with him on Twitter @Sagarjaipareek.

Steven Jeffes - Reviewer

Steven Jeffes has had a successful career generating over $450MM in sales and orchestrating the turnaround ($100MM+) of several fortune 200 companies. He has nearly 100 career awards and accolades and is an architect of one of the most successful innovation programs is US history at GE. He is considered a thought leader/expert in an array of corporate disciplines, including Customer Relationship Management (CRM) and Customer Service Strategy, social media and Social Relationship Management (SRM), marketing and sales and world-class process design, brand and product management, public relations, and communications, engineering, IT, technology development and deployment, and innovation programs, and organizational design/optimization and change management.

Steven has worked for world's leading companies including Accenture, IBM Global Services, General Electric, and Lockheed-Martin and has provided CXO-level advisory consulting services to companies including Macy's, American Express, Intuit, Verizon, Vanguard, Pfizer, Johnson & Johnson, Citibank, JC Penney, Dell, Sony, and many more. His entire bio can be found at He is also the author of the syndicated blog on CRM, marketing, innovation, social media, and change management followed by 168,000 people worldwide ( ).