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Salesforce CRM

The Definitive Admin Handbook

3rd Edition
Salesforce CRM Image

Book Details:

Publisher:Packt Publishing
Series: Packt , Handbook
Author:Paul Goodey
Edition:3
ISBN-10:1784397563
ISBN-13:9781784397562
Pages:460
Published:Jan 30 2015
Posted:Nov 19 2014
Language:English
Book format:PDF
Book size:16.31 MB

Book Description:

Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios About This BookUpdated for Winter '15, this book provides the latest best-practice Salesforce administration principles, real-world experience, and critical design considerations for setting up and customizing Salesforce CRMA pragmatic guide to the key functions for the customization and set up of the application, related to enterprise security, user and data management, process automation, analytics, and mobile featuresThe features of the Salesforce CRM platform are explored using detailed, step-by-step navigation and descriptions, which offers the reader clear guidance for the customization and administration of the applicationWho This Book Is ForThis 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 novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features. In Detail The book begins by guiding you through setting up users and security settings and then progresses to configuration, data management, and data analytics. Next, you will 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 then covered, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. At the end of the book, we cover Salesforce mobile apps and mobile administration, along with techniques to further enhance the system and improve the return on investment.Prerequisites include Enterprise, Unlimited, Performance, or Developer edition of Salesforce CRM along with the System Administrator permission.

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