The Salesforce CRM functions are related to each other and have cross-over areas, which are represented in the following diagram:
The different functions of Salesforce CRM are explained in the next sections.
Salesforce CRM - The Definitive Admin Handbook
By :
Salesforce CRM - The Definitive Admin Handbook
By:
Overview of this book
Salesforce’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.
Table of Contents (19 chapters)
Preface
Free Chapter
Section 1: Getting Started with Salesforce CRM
Setting Up Salesforce CRM and the Company Profile
Managing Users and Controlling System Access
Configuring Objects and Apps
Section 2: Managing Data in Salesforce
Securing Access to Data and Data Validation
Managing Data in Salesforce CRM
Generating Data Analytics with Reports and Dashboards
Section 3: Business Processes, Cloud Development, and Lightning Experience
Implementing Business Processes in Salesforce CRM
Core Business Functionality in Salesforce CRM
Extending and Enhancing Salesforce CRM
Administrating the Mobile Features of Salesforce CRM
Lightning Experience
Einstein Analytics
Section 4: Salesforce CRM Certification
Studying for the Certified Administrator Exam
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