Salesforce CRM - The Definitive Admin Handbook - Fifth Edition

Gain useful insights into the core concepts and techniques necessary for passing the Salesforce Administrator Certification exam

Key Features

• 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

Book Description

Salesforce'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 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
• Implement data manipulation features to apply best practices in data management

Who this book is for

This 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 Contents

1. Setting up Salesforce CRM and the Organization company profile
2. Managing users and controlling system access
3. Configuring Objects and Apps
4. Securing access to data
5. Managing data in Salesforce CRM
6. Generating data analytics with reports and dashboards
7. Implementing Business Processes in Salesforce CRM
8. Core Business Functionality in Salesforce CRM
9. Extending and enhancing Salesforce CRM
10. Administering the mobile features of Salesforce CRM
11. Lightning Experience
12. Einstein Analytics
13. Studying for the certified administrator exam

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.