Salesforce CRM - The Definitive Admin HandbookUpplaga 5

Gain useful insights into the core concepts and techniques necessary for passing the Salesforce Administrator Certification examKey FeaturesUnderstand critical design considerations for setting up Salesforce CRMFacilitate and manage the transition from Salesforce Classic to Lightning ExperienceLearn key functions of application security to manage user profiles and dataBook DescriptionSalesforce's winter 2019 release offers a host of new features for CRM, designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform.This Salesforce handbook begins by guiding you through setting up users and security, and then progresses to configuration, data management, and data analytics. You'll then discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. The book will also provide practical insights into Salesforce CRM system administration. In addition to this, you'll get up to speed with Salesforce mobile apps and mobile administration, along with understanding Salesforce Adoption Manager. Toward the concluding chapters, you'll delve into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you build customizable components. Finally, you'll understand how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience.By the end of this Salesforce book, you will have learned how to configure and control different user interface features in Salesforce CRM.What you will learnConfigure a variety of user interface features in Salesforce CRMUnderstand the capabilities of the Salesforce CRM sharing modelExplore Einstein Analytics - Salesforce's new wave of advanced reportingGet to grips with the Lightning Process Builder workflowSet up user profiles, security, and login access mechanismsFind out how Apex and Visualforce coding can be used in Salesforce CRMImplement data manipulation features to apply best practices in data managementWho 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. Both beginners and experienced professionals will benefit from this book's coverage of Salesforce CRM features.Table of ContentsSetting up Salesforce CRM and the Organization company profileManaging users and controlling system accessConfiguring Objects and AppsSecuring access to dataManaging data in Salesforce CRMGenerating data analytics with reports and dashboardsImplementing Business Processes in Salesforce CRMCore Business Functionality in Salesforce CRMExtending and enhancing Salesforce CRMAdministering the mobile features of Salesforce CRMLightning ExperienceEinstein AnalyticsStudying for the certified administrator exam