Salesforce CRM - The Definitive Admin Handbook - Fourth Edition by Paul Goodey

Key FeaturesSee the latest best practice Salesforce administration principles, gain real-world advice, 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 of the features of Salesforce CRM platform and clear guidance on the customization and administration of the applicationIdentify what is covered to create your own improved study guide for the certified administrator examinationBook DescriptionSalesforce CRMs Winter 17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, 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 the setting up of 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, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.What you will learnManage and administer user records and password policiesConfigure and control the various organization-wide user interface features in Salesforce CRMSet up and maintain users, profiles, and permission sets 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 Apex and Visualforce coding can be used 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, published by Packt.He has over 25 years of 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.Paul 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 near London in the UK,his professional qualifications include Salesforce Certified Administrator (ADM-201) and Salesforce Certified Developer (DEV-401). He is a keen and active member of Salesforces administrator and developer online communities. He can be found on LinkedIn at http://www.linkedin.com/in/paulgoodeyIn his spare time, Paul is an avid runner, having run several marathons and half marathons.Table of ContentsSetting up Salesforce CRM and the Company ProfileManaging Users and Controlling System AccessConfiguring Objects and AppsSecuring Access to Data and Data ValidationManaging Data in Salesforce CRMGenerating Data Analytics with Reports and DashboardsImplementing Business Processes in Salesforce CRMIntroducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRMExtending and Enhancing Salesforce CRMAdministrating the Mobile Features of Salesforce CRMStudying for the Certified Administrator Exam