Salesforce CRM - The Definitive Admin Handbook: Build, configure, and customize Salesforce CRM and mobile solutions, 5th Edition (English Edition)

Gain useful insights into the core concepts and techniques necessary for passing the Salesforce Administrator Certification exam

Key Features

Understand critical design considerations for setting up Salesforce CRM

Facilitate and manage the transition from Salesforce Classic to Lightning Experience

Learn key functions of application security to manage user profiles and data

Book Description

Salesforce's winter 2019 release offers a host of new features for CRM, designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform.

This Salesforce handbook begins by guiding you through setting up users and security, and then progresses to configuration, data management, and data analytics. You'll then discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. The book will also provide practical insights into Salesforce CRM system administration. In addition to this, you'll get up to speed with Salesforce mobile apps and mobile administration, along with understanding Salesforce Adoption Manager. Toward the concluding chapters, you'll delve into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you build customizable components. Finally, you'll understand how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience.

By the end of this Salesforce book, you will have learned how to configure and control different user interface features in Salesforce CRM.

What you will learn

Configure a variety of user interface features in Salesforce CRM

Understand the capabilities of the Salesforce CRM sharing model

Explore Einstein Analytics - Salesforce's new wave of advanced reporting

Get to grips with the Lightning Process Builder workflow

Set up user profiles, security, and login access mechanisms

Find out how Apex and Visualforce coding can be used in Salesforce CRM

Implement data manipulation features to apply best practices in data management

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. Both beginners and experienced professionals will benefit from this book's coverage of Salesforce CRM features.

Table of Contents

Setting up Salesforce CRM and the Organization company profile

Managing users and controlling system access

Configuring Objects and Apps

Securing access to data

Managing data in Salesforce CRM

Generating data analytics with reports and dashboards

Implementing Business Processes in Salesforce CRM

Core Business Functionality in Salesforce CRM

Extending and enhancing Salesforce CRM

Administering the mobile features of Salesforce CRM

Lightning Experience

Einstein Analytics

Studying for the certified administrator exam

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