Mastering Salesforce CRM Administration

Key Features

• Build your skills and knowledge to crack the Advanced Admin Certification examination
• Leverage the advanced administration capabilities of Salesforce and Salesforce1
• Optimize and extend Sales Cloud and Service Cloud applications

Book Description

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.

What you will learn

• Adopt Lightning Experience to improve the productivity of your organization’s sales team
• Create and maintain service entitlements and entitlement processes
• Process Builder basic and advanced concepts
• Different ways to deploy applications between environments
• Best practices for improving and enriching data quality

About the Author

Rakesh Gupta is a Mumbai-based Salesforce MVP and Salesforce Consultant who has experience in Salesforce as an Administrator and Consultant. He offers online as well as corporate training for various Salesforce certifications. To date, Rakesh trained more than 450 people in courses such as ADM 201, ADM 301, App Builder, DEV 401, Platform Developer I, Platform Developer II, Sales Cloud, and Service cloud consultant across the globe. He has also handled corporate training for leading MNCs. Rakesh is also known for actively participating in the Salesforce Success Community.

LinkedIn: https://www.linkedin.com/in/rakeshistom

Profile: https://about.me/rakeshistom

Articles: https://automationchampion.com/author/rakeshistom

Books: https://www.packtpub.com/books/info/authors/rakesh-gupta

Amazon: https://www.amazon.com/Learning-Salesforce-Visual-Workflow-Rakesh/dp/1785289837

Table of Contents

Chapter 1. A Deep Dive into the Salesforce Lightning Experience
Chapter 2. Security Settings in Salesforce
Chapter 3. Territory Management
Chapter 4. Extending Salesforce with Custom Objects and Applications
Chapter 5. Getting More Value from Sales Cloud
Chapter 6. Increasing Service Agent Productivity by Using Service Cloud
Chapter 7. Optimizing Business Processes with Visual Workflow and Approval Processes
Chapter 8. Automating Complex Business Processes
Chapter 9. Analyzing Productivity with Reports and Dashboards
Chapter 10. E-mail and Mobile Administration
Chapter 11. Different Ways of Deploying an Application between Environments
Chapter 12. Basics of Apex and Visualforce Page