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Salesforce CRM - The Definitive Admin Handbook: Build, configure, and customize Salesforce CRM and mobile solutions , Fifth Edition

Goodey

Paul Goodey GP

$62.99

3.6 (9 Ratings)

Paperback Apr 2019 782 pages 5th Edition

Goodey

Paul Goodey GP

$62.99

3.6 (9 Ratings)

Paperback Apr 2019 782 pages 5th Edition

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View table of contents

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Key benefits

Understand critical design considerations for setting up Salesforce CRM
Facilitate and manage the transition from Salesforce Classic to Lightning Experience
Learn key functions of application security to manage user profiles and data

Description

Salesforce’s winter ’19 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 in setting up users and security and then progresses to configuration, data management, and data analytics. You’ll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it’ll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you’ll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You’ll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM.

Who is this book for?

This 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 new or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features.

What you will learn

Configure a variety of user interface features in Salesforce CRM
Understand the capabilities of the Salesforce CRM sharing model
Explore Einstein Analytics - Salesforce s new wave of advanced reporting
Get to grips with the Lightning Process Builder workflow
Set up user profiles, security, and login access mechanisms
Find out how Apex and Visualforce coding can be used in Salesforce CRM
Manage the transition from Salesforce Classic to Lightning Experience
Implement data manipulation features to apply best practices in data management

Estimated delivery fee Deliver to Thailand

Standard delivery 10 - 13 business days

$8.95

Premium delivery 5 - 8 business days

$45.95

(Includes tracking information)

What do you get with Print?

Instant access to your digital eBook copy whilst your Print order is Shipped

Paperback book shipped to your preferred address

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

Estimated delivery fee Deliver to Thailand

Standard delivery 10 - 13 business days

$8.95

Premium delivery 5 - 8 business days

$45.95

(Includes tracking information)

Product Details

Publication date : Apr 27, 2019

Length: 782 pages

Edition : 5th

Language : English

ISBN-13 : 9781789619782

Vendor :

Salesforce

Category :

Programming

Languages :

Apex

Concepts :

CRM

Tools :

Salesforce

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18 Chapters

Section 1: Getting Started with Salesforce CRM

Setting Up Salesforce CRM and the Company Profile

The Salesforce setup menu

Setting up the company profile

User login and authorization

The UI and supported browsers

Data protection and privacy

Questions to test your knowledge

Summary

Managing Users and Controlling System Access

Introducing record ownership, profiles, and sharing

Profile and permission sets summary

Managing users in Salesforce CRM

Viewing and editing user information

Freezing user accounts

Managing passwords

Controlling system access

Session management

Session timeout

Extended use of IE11 with Lightning Experience

Caching

Verifying identity

Cross-Site Request Forgery protection

Content Security Policy protection

Cross-Site Scripting protection

Content sniffing protection

Referrer URL protection

HSTS for sites and communities

Redirections

Session security levels

Logout page settings

New User Email

Logging in as another user

Creating a guide to help users grant login access to you

Creating custom user fields

Salesforce health check

Questions to test your knowledge

Summary

Configuring Objects and Apps

The relationship between a profile and the features that it controls

Renaming labels for standard tabs, standard objects, and standard fields

Creating custom objects

Object Limits

Creating custom object relationships

Creating custom fields

Dependent picklists

Building relationship fields

Lookup relationship options

Master-detail relationship options

Lookup filters

Custom labels

Custom settings

Custom metadata types

Building formulas

Basic formulas

Advanced formulas

Building formulas – best practices

Building formula text and compiled character-size limits

Custom field governance

Page layouts

Feed-based page layouts

Record types

Related lists

List views

Questions to test your knowledge

Summary

Section 2: Managing Data in Salesforce

Securing Access to Data and Data Validation

Levels of data access and security

The data access security model

Organization-Wide Defaults (OWD)

Role hierarchy

OWD and sharing rules

Manual sharing rules

Questions to test your knowledge

Summary

Managing Data in Salesforce CRM

Data storage utilization

Data quality

Managing duplicate data

An overview of data import and export utilities

Data protection and privacy

Questions to test your knowledge

Summary

Generating Data Analytics with Reports and Dashboards

Reports

Custom summary formulas

Dashboards

Questions to test your knowledge

Summary

Section 3: Business Processes, Cloud Development, and Lightning Experience

Implementing Business Processes in Salesforce CRM

Workflow rules and approval processes

Configuring workflow rules

Approval processes

Configuring approval processes

Visual Workflow

Lightning Process Builder

Questions to test your knowledge

Summary

Core Business Functionality in Salesforce CRM

Functional overview of Salesforce CRM

Marketing automation

Salesforce automation

Service Cloud

Business collaboration

Questions to test your knowledge

Summary

Extending and Enhancing Salesforce CRM

Salesforce AppExchange marketplace

Enterprise mashups in web applications

Mashups in Salesforce CRM

Introducing Visualforce

Change management overview

User adoption

Questions to test your knowledge

Summary

Administrating the Mobile Features of Salesforce CRM

Accessing Salesforce mobile solutions

SalesforceA

The mobile Salesforce app

Salesforce mobile app versus the full Salesforce site

Salesforce mobile wizard

Testing Salesforce mobile using a desktop browser

Questions to test your knowledge

Summary

Lightning Experience

Introduction to Lightning Experience

Differences between Lightning Experience and Salesforce Classic

Benefits of migrating to Lightning Experience

Assessing the impact of the transition to Lightning Experience

Planning the transition to Lightning Experience

Implementing the transition to Lightning Experience

Questions to test your knowledge

Summary

Einstein Analytics

Introduction to Einstein Analytics

Comparing Einstein Analytics and classic Salesforce reports and dashboards

How to gain developer access to Einstein Analytics

Options for accessing Einstein Analytics

Menu options and features in Analytics Studio

Questions to test your knowledge

Summary

Section 4: Salesforce CRM Certification

Studying for the Certified Administrator Exam

Overview of the Salesforce Certified Administrator exam

Questions

Answers to the questions

Registering for the Salesforce Certified Administrator exam

Summary

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About the authors

Goodey

Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006. He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.

See other products by Goodey

Paul Goodey GP

See other products by Paul Goodey GP

FAQs

What is the delivery time and cost of print book?

Shipping Details

USA:

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

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Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

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Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.

Unfortunately, due to several restrictions, we are unable to ship to the following countries:

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The orders shipped to the countries that are listed under EU27 will not bear custom charges. They are paid by Packt as part of the order.

List of EU27 countries: www.gov.uk/eu-eea:

A custom duty or localized taxes may be applicable on the shipment and would be charged by the recipient country outside of the EU27 which should be paid by the customer and these duties are not included in the shipping charges been charged on the order.

How do I know my custom duty charges?

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If you live in Mexico, and the declared value of your ordered items is over $ 50, for you to receive a package, you will have to pay additional import tax of 19% which will be $ 9.50 to the courier service.
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Cancellation Policy for Published Printed Books:

You can cancel any order within 1 hour of placing the order. Simply contact [email protected] with your order details or payment transaction id. If your order has already started the shipment process, we will do our best to stop it. However, if it is already on the way to you then when you receive it, you can contact us at [email protected] using the returns and refund process.

Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

What is your returns and refunds policy?

Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on [email protected] with the order number and issue details as explained below:

If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on [email protected] within one hour of placing the order and we will replace/refund you the item cost.
Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on [email protected] who will be able to resolve this issue for you.
You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on [email protected] within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged?

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

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You can pay with the following card types:

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What is the delivery time and cost of print books?

Shipping Details

USA:

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Unfortunately, due to several restrictions, we are unable to ship to the following countries:

Afghanistan
American Samoa
Belarus
Brunei Darussalam
Central African Republic
The Democratic Republic of Congo
Eritrea
Guinea-bissau
Iran
Lebanon
Libiya Arab Jamahriya
Somalia
Sudan
Russian Federation
Syrian Arab Republic
Ukraine
Venezuela

Salesforce CRM - The Definitive Admin Handbook: Build, configure, and customize Salesforce CRM and mobile solutions , Fifth Edition

What do you get with Print?