Goodey - Salesforce CRM: The Definitive Admin Handbook - Second Edition
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Salesforce CRM: The Definitive Admin Handbook - Second Edition: summary, description and annotation
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Salesforce CRM is a web-based Customer Relationship Management Service designed to transform your marketing and sales. With this complete guide to implementing the service, administrators of all levels can easily acquire deep knowledge of the platform.
Overview
- Updated for Spring 13, this book covers best practice administration principles, real-world experience, and critical design considerations for setting up and customizing Salesforce CRM
- Analyze data within Salesforce by using reports, dashboards, custom reports, and report builder
- A step-by-step guide offering clear guidance for the customization and administration of the Salesforce CRM application
- Connect users with people and share business information using Salesforce Chatter
- Learn to extend the functionality of the Salesforce CRM application through the use of the platform and technologies such as Visualforce
- Improve the user experience of users in Salesforce CRM by providing additional functionality using external applications from the AppExchange
In Detail
Salesforce CRM: The Definitive Admin Handbook is the complete guide to 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 maximum benefit from this exciting product.
Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. The CRM application provides facilities to manage sales projections and orders, marketing plans, business process automation and collaboration, service and support, and data analytics. The application greatly enhances a companys sales performance, improves team work and collaboration, and provides a robust customer relationship management strategy for an organization.
Salesforce CRM: The Definitive Admin Handbook has been updated for the Spring 13 release and gives you all the information you need to administer this powerful CRM application.
The book begins with the setup of users and security settings and then progresses to configuration, data management, and data analytics. Finally, the book covers the ways in which the core platform can be further extended and enhanced.
What you will learn from this book
- Implement mechanisms to manage login access and determine company-specific information
- Manage users within Salesforce CRM using features such as granting login access to administrators and enabling delegated user administration
- Configure data structures and user interfaces in Salesforce CRM by using various mechanisms offered by Salesforce CRM
- Control object and profile permissions to access data records by using permission sets, sharing rules, criteria-based sharing, and also manual sharing
- Configure actions for workflow rules and approval processes to automate and streamline the key business process for your organization
- Understand the functional areas within Salesforce CRM for campaigns to customers
- Learn to administer and configure complex Salesforce CRM functionality with ease
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Copyright 2013 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
Production Reference: 1170713
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78217-052-5
www.packtpub.com
Cover Image by Suresh Mogre (<>)
Author
Paul Goodey
Reviewers
Ankur Chopra
Sakthivel Thandavarayan
Acquisition Editor
Kunal Parikh
Lead Technical Editor
Azharuddin Sheikh
Technical Editors
Prasad Dalvi
Worrell Lewis
Larissa Pinto
Pushpak Poddar
Project Coordinator
Rahul Dixit
Proofreaders
Maria Gould
Paul Hindle
Indexer
Tejal Soni
Graphics
Abhinash Sahu
Production Coordinator
Pooja Chiplunkar
Cover Work
Pooja Chiplunkar
Paul Goodey is the author of Salesforce CRM Admin Cookbook by Packt Publishing .
He has over 15 years' experience in 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, consultant, and as a system administrator to provide solutions for both in-house and consultancy-based end-users.
Based in the UK near London, Paul's professional qualifications include Salesforce.com Certified Developer DEV-401. In his spare time, he is a keen runner, having run several marathons and half-marathons since 2001.
Paul is a keen and active member of the salesforce.com administrator and developer online community and can be found at LinkedIn at http://www.linkedin.com/in/paulgoodey.
I enjoyed the time I spent working on the chapters in this book, and I am grateful to the people who have contributed toward the creation of the book.
My family and friends have been amazing; it is only with their help and support that I have been able to complete my part of this endeavor.
I would like to thank the team at salesforce.com for providing such an amazing product in the first place. Salesforce CRM is one of the very few business applications that is so easy and fun to work with. The application just goes from strength to strength with each new release and the amount of innovation, new feature development, and added business value that it brings is simply outstanding.
Next, I would very much like to thank everyone at Packt Publishing who have successfully orchestrated the completed work. From the time when I was first approached, to the time of editing and coordinating the final reviews, the team has been extremely supportive and highly professional throughout the writing process.
I would like to thank all the people who have contributed with feedback and suggestions. Instead of trying to name them all and risk not mentioning others, I would like to thank in general all the salesforce.com employees, professionals, and keen enthusiasts who help make the salesforce.com community such a productive and collaborative environment.
If you haven't participated in the salesforce.com 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 would strongly recommend them, as they provide a truly valuable platform to exchange information.
Finally, I would like to thank YOU for purchasing the book. I sincerely hope you find it as enjoyable and useful to read as it has been to write!
Ankur Chopra is a Salesforce Certified Administrator and has been working on Salesforce for the past three years. He has rich experience in data migration, user training, and user adoption.
Ankur has worked with companies such as British Gas, VMware, RackSpace, and is currently employed with DMG :: Events in London. He can be reached on his e-mail ID <>.
He states that this book is clearly a step forward to clear the Salesforce 201 certification.
I would like to thank the writer of the book, Paul Goodey, and Packt Publishing for giving me this fantastic opportunity.
Sakthivel Thandavarayan , based in India (a Tamilian), has years of experience in MSSQL Sever database solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2009.
He holds a Bachelor's degree in Electronics and Communication Engineering. He was always interested in computers, utilities, software, hacking, and tools. He got an opportunity to work in the IT field, became a database admin, and after some years, was suddenly attracted by cloud computing technology and Salesforce; he currently works with Salesforce CRM and is very passionate about it.
He maintains a blog at >.
He also owns and moderates the Hyperactive Salesforce Google+ Community, at https://plus.google.com/communities/112913878984525867679.
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