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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Lightning Experience

In this chapter, we will discuss the Lightning Experience. And no – we are not talking about the famous AC/DC song, Thunderstruck; we are talking about the Salesforce interface that has won the hearts of users. In this chapter, we will discuss what Classic was and what Lightning is now. We will answer important questions about why Lightning has gained so many fans and, importantly, we will learn how to operate within it and even what tools can be used to customize it to our needs. The last element we will touch upon in this chapter is Salesforce on the phone, which saves the life of more than one salesperson hitting the road every day.

In the chapter, we will cover the following topics:

  • Transitioning from Salesforce Classic
  • Introducing Lightning components
  • Customizing Lightning pages – Lightning versus Classic
  • Record page layouts
  • Related lists
  • Salesforce for mobile
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