Salesforce CRM – The Definitive Admin Handbook

Key FeaturesSee the latest best practice Salesforce administration principles, gain real-world experience, and understand critical design considerations to set up and customize Salesforce CRMThis 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 featuresStep-by-step navigation and descriptions through the features of Salesforce CRM platform and clear guidance on the customization and administration of the applicationBook DescriptionSalesforce CRM’s winter ’17 release has tons in store for 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. 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 how to set up 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, Salesforce Chatter, and Invitations.At the end of the book, we cover Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager and techniques to further enhance the system and improve the return on investment. Every chapter will be followed by example questions that you can expect in the certification examinations.What you will learnManage and administer user records ad password policiesConfigure and control the various organization-wide user interface features in Salesforce CRMSet up and maintain a user and administer appropriate security and login access mechanismsApply organization securityUnderstand the capabilities of the Salesforce CRM sharing modelCreate, delete, and customize fields, page layout, and list views for custom and standard objectsFind out how to use visualforce coding in Salesforce CRMImplement the mechanisms for data managementDiscover the tools to import, update, transfer, and mass delete dataAbout the AuthorPaul Goodey is the author of Salesforce CRM Admin Cookbook by Packt Publishing. He has over 15 years of 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 system administrator, developer, business analyst, and consultant to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, Paul's professional qualifications include 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 administrator and developer online community and can be found at LinkedIn at

Author: Paul Goodey

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