Salesforce CRM – The Definitive Admin Handbook, 4th Edition

Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques About This Book See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRM This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features Step-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application Identify what is covered to create your own improved study guide for the certified administrator examination Who This Book Is For This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM. What You Will Learn Manage and administer user records and password policies Configure and control the various organization-wide user interface features in Salesforce CRM Set up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanisms Apply organization security Understand the capabilities of the Salesforce CRM sharing Model Create, delete, and customize fields, page layout, and list views for custom and standard objects Find out how Apex and Visualforce coding can be used in Salesforce CRM Implement the mechanisms for data management Discover the tools to import, update, transfer, and mass delete data In Detail Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements

Table of Contents

Chapter 1: Setting up Salesforce CRM and the Company Profile
Chapter 2: Managing Users and Controlling System Access
Chapter 3: Configuring Objects and Apps
Chapter 4: Securing Access to Data and Data Validation
Chapter 5: Managing Data in Salesforce CRM
Chapter 6: Generating Data Analytics with Reports and Dashboards
Chapter 7: Implementing Business Processes in Salesforce CRM
Chapter 8: Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM
Chapter 9: Extending and Enhancing Salesforce CRM
Chapter 10: Administrating the Mobile Features of Salesforce CRM
Chapter 11: Studying for the Certified Administrator Exam