Salesforce.com Customization Handbook

Customize Salesforce to automate your business requirements

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.

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.

Table of Contents

Chapter 1. Getting Started with Salesforce
Chapter 2. User Management and Organization Administration
Chapter 3. Making Your Salesforce Data Secure – Security Settings in Salesforce
Chapter 4. Domain Management, E-mail Administration, and Google Apps Settings
Chapter 5. CRM Functions and Streamlining Business Requirements
Chapter 6. Automating a Business Process
Chapter 7. Concepts of Data Management
Chapter 8. Reports and Dashboards in Salesforce
Chapter 9. Chatter Configuration
Chapter 10. Mobile Administration
Chapter 11. Setting Up Deployment Processes
Chapter 12. AppExchange – Extending Salesforce Functionality