Paul Goodey - Salesforce CRM - The Definitive Admin Handbook
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- Book:Salesforce CRM - The Definitive Admin Handbook
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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
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
Salesforce CRMs Winter 17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals.
At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Style and approachThis book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.
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Copyright 2016 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: October 2011
Second edition: July 2013
Third edition: January 2015
Fourth edition: December 2016
Production reference: 1141216
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham
B3 2PB, UK.
ISBN 978-1-78646-896-3
www.packtpub.com
Author Paul Goodey | Copy Editor Safis Editing |
Reviewer Doug Ayers | Project Coordinator Izzat Contractor |
Commissioning Editor Aaron Lazar | Proofreader Safis Editing |
Acquisition Editor Denim Pinto | Indexer Pratik Shirodkar |
Content Development Editor Priyanka Mehta | Graphics Abhinash Sahu |
Technical Editor Prathamesh Gokarn | Production Coordinator Deepika Naik |
Paul Goodey is the author of Salesforce CRM Admin Cookbook , published by Packt.
He has over 25 year's of experience developing web technology solutions for companies of all sizes across a variety of industries and has been building solutions with Salesforce CRM since 2006.
Paul has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users.
Based near London in the UK, his professional qualifications include Salesforce Certified Administrator (ADM-201) and Salesforce Certified Developer (DEV-401). He is a keen and active member of Salesforce's administrator and developer online communities. He can be found on LinkedIn at http://www.linkedin.com/in/paulgoodey
In his spare time, Paul is an avid runner, having run several marathonsand half marathons.
I have enjoyed working on the fourth edition of this book, and I am thankful to the many people who have helped in the creation of this work. First and foremost, I would like to thank you for purchasing this book. I sincerely hope you find it as enjoyable and useful to read as it has been to write. I would like to thank the team at Salesforce for providing me with the Salesforce CRM product. Salesforce products are easy and fun to work with and their solutions constantly innovate both the CRM and cloud computing industries. Next, I would like to thank everyone at Packt who has successfully produced the completed work. During the writing process, the team was thoroughly professional and highly supportive. My family and friends have also been very supportive; it is only with their help, patience, and endless cups of tea that I have been able to complete my part of this endeavor. Finally, I would like to thank everyone who has contributed with useful feedback and suggestions. Instead of trying to name them all and risk not mentioning others, I would like to thank all the Salesforce employees, professionals, and keen enthusiasts who help make the Salesforce community such a productive and collaborative environment. If you haven't participated in Salesforce's online user communities, such as success.salesforce.com (where you can post questions or ideas), developer.force.com, LinkedIn salesforce.com user groups, and Twitter (look out for hash tags #salesforce and #askforce), I strongly recommend them as they are a truly valuable place to discover and exchange information.
Doug Ayers is a multi-certified Salesforce MVP who loves learning and sharing his knowledge with others. Doug is passionate about helping others be successful on the Force.com platform and he does that by leading the Nashville Salesforce Users and Developers groups, answering #askforce questions on Twitter (@DouglasCAyers), contributing to open source projects via https://github.com/douglascayers, blogging on his website at https://douglascayers.com, and speaking at Dreamforce and other Salesforce conferences. He currently works as a Senior Developer with GearsCRM, a Salesforce Gold Partner.
Doug has served as technical reviewer for other Packt titles including Salesforce Platform App Builder Certification Handbook by Siddhesh Kabe.
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As an industry-leading Customer Relationship Management ( CRM ) application, Salesforce CRM helps enterprises, large and small, improve client relations. It greatly enhances sales performance and provides your business with a robust CRM system. In order to achieve optimum performance from the Salesforce CRM system, there are many areas for you as the Salesforce administrator to tackle. This is the only book that provides a comprehensive guide to the administrative aspects of Salesforce CRM.
This book will give you all the information you need to administer this powerful CRM application. It is the definitive guide for implementing Salesforce CRM. Whether you are looking to enhance the core features, or you have already started customizing your Salesforce CRM system and are looking for guidance on advanced features, this book will show you how to get the maximum benefit from this innovative product.
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