Mohith Shrivastava - Salesforce Essentials for Administrators

Mohith Shrivastava has been working with Salesforce and Force.com since 2011 after he graduated from The National Institute of Engineering, Mysore. He holds Advanced Developer, Advanced Administrator, Sales Cloud Consultant, and Service Cloud Consultant certifications. He has been actively contributing at http://salesforce.stackexchange.com. He is a micro blogger at http://cloudyworlds.blogspot.com. He started his career with Deloitte and is currently working for one of the Big Four consulting firms. His career interest lies in management consulting. He loves coding on the SFDC platform and is skilled in Apex and Visualforce. He was recently part of a team that won the Salesforce Summer of Hacks hackathon contest organized worldwide.

Mohith was a technical reviewer for Developing Applications with Salesforce Chatter , Packt Publishing . In his free time, he loves watching cricket and movies, hanging out with friends, and exploring web technologies.

I would like to thank my parents. I would like to dedicate this work to my mom and dad for their awesome support and encouragement, and for being my source of inspiration. I would also like to thank all the technical reviewers for helping me get better content. It's been an awesome time working on this after my office hours.

Chetan S. Bhelonde has more than six years of experience in software quality assurance. He has worked in different domains such as cloud and PLM, and platforms such as Salesforce and CATIA. He has had good exposure to scripting languages such as Python and VBScript.

Edwin Hendrick currently holds the position of Managing Consultant at Capgemini in The Netherlands. In this position, he focuses on designing and delivering packaged-based Salesforce CRM applications.

Edwin has ample experience with Salesforce.com and is fully certified. Among his areas of expertise are enterprise marketing and business intelligence. Over the last couple of years, he has been responsible for implementing CRM applications in an international setting. Currently, he plays a leading role in developing the Salesforce.com capabilities at Capgemini.

Edwin has completed his BSc in Marketing and his MSc in Business Administration from Rotterdam School of Management, Erasmus University.

Bhawani Shankar Sharma holds Developer, Advanced Developer, Administrator, Sales Cloud Consultant, and Service Cloud Consultant certifications from Salesforce.com. His passion is cracking Salesforce certifications and solving developers' questions in the developer community. He is an active blogger and runs >.

Bhawani has worked with many big companies and helped them increase their ROI. He is mostly focused on solutioning, application architecture, project management, and quality.

He has also reviewed Salesforce CRM: The Definitive Admin Handbook , Packt Publishing , which is highly appreciated globally.

Bhawani is married and has a boy named Aadi Sharma. He loves spending time with Aadi whenever he is free. His wife, Tanuja Sharma, has worked with Reliance for five years. She is now a housewife and takes care of Aadi whenever Bhawani is playing with technology.

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Preface

Salesforce as a CRM and as a platform is growing rapidly, and the demand for good Salesforce administrators and developers is also increasing rapidly. The developers or administrators who enter this world often feel the need for a write-up, which will cover the basic concepts with illustrations. This book is an attempt to fill this need. To make the concepts clear, this book focuses on screenshots followed by their explanations. The prerequisite to understanding this book is a basic knowledge of Salesforce as a CRM. This book will cover concepts such as profile management, security management, advanced validations, advanced formula fields, approval process configuration, user adoption improvements through reports and dashboards, and basic sales and service cloud features provided by the Salesforce CRM.