Salesforce CRM Admin Cookbook, Second Edition - Softcover

Goodey, Paul

Softcover

ISBN 10: 178862551X ISBN 13: 9781788625517

Publisher: Packt Publishing, 2017

Synopsis

Unleash the power of Salesforce CRM and explore advanced features of the Lightning interface to derive real-world solutions and create techniques for user interaction

Key Features

• Implement advanced user interface techniques to improve the look and feel of Salesforce CRM
• Discover hidden features and hacks that extend standard configuration to enhance functionality and customization of Salesforce CRM
• Build real-world process automation using detailed recipes to harness the power of Salesforce CRM

Book Description

Salesforce CRM is a market-leading customer relationship management (CRM) application accessed over the internet. It can greatly enhance a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization.

This second edition of Salesforce CRM Admin Cookbook enables you to unleash the power of Salesforce CRM and its Lightning Experience framework. The book provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, and data validation, or want to explore new ideas for advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. Salesforce CRM Admin Cookbook guides you through interesting topics spanning a variety of functional areas.

By the end of this book, you will have explored recipes that help you to configure, build, and extend the capability of Salesforce CRM using the Lightning Experience framework.

What you will learn

• Build home page components and create custom links to add functionality and improve the Home Tab layout
• Improve the look and feel of Salesforce CRM using advanced user interface techniques
• Enhance data quality in Salesforce CRM and automatic data capture
• Implement an approval process to control the way approvals are managed in Salesforce CRM
• Increase productivity by providing advanced administration using tools and features
• Extend Lightning Experience record pages to tailor the user interaction experience
• Create a Lightning component to implement Search before Create for customer accounts

Who This Book Is For

If you are a system administrator interested in developing and enhancing your skills with data management, process automation, and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration is needed.

Table of Contents

1. Home is where the heart is...
2. Making a Picture Paint a Thousand Words...
3. Automating Salesforce CRM
4. Improving Data Quality in Salesforce CRM
5. Implementing Approval Processes
6. Productivity Tools for Superusers and Advanced Administration
7. Extending Lightning Experience Record Pages
8. Advanced Admin - Creating a "Search before Create" Lightning component

About this title

About the Author

Paul Goodey is the author of Salesforce CRM: The Definitive Admin Handbook. He has around 20 years of experience in 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 system administrator, developer, business analyst, and consultant to provide solutions for both in-house and consultancy-based end users.

Based in the UK, near London, Paul's professional qualifications include Salesforce Certified Administrator (ADM 201). In his spare time, he is a keen runner and regularly competes in marathon and half-marathon running races.

Edition details

• Publisher: Packt Publishing
• Publication date: 2017
• ISBN 10: 178862551X
• ISBN 13: 9781788625517
• Binding: Paperback
• Language: English
• Edition number: 2
• Number of pages: 358