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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

3.1 (8)
By: Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (13 chapters)
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Managing product and price books


Products are the backbone of any system. Products are the physical products or services that you sell to customers. Your sales reps can use the products to generate sales quotes, marketing campaigns, contracts, or orders. Your service reps might also use products to create customer service cases. When you see the detail page of an opportunity, quote, order or service contract, the opportunity product related list, or the quote line items, the related list displays the linked products for that record.

Once you have listed all the products in Salesforce, then you can associate it with multiple price books with different prices. Price books are used for selling products at different prices based on the geography and business year, or based on the agreement with a customer:

PricebookEntry is a junction object that has an associate product in a price book. It means you can add one product to multiple price books. There are two main prices in price books. One...

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