Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM: The Definitive Admin Handbook is the complete guide to implementing Salesforce CRM. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. This book will show you how to get maximum benefit from this exciting product.

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A definitive guide covering all the core concepts necessary to pass 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 DescriptionSalesforce’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.

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

Who this book is forThis 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.