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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Goodey
3.6 (9)
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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook

3.6 (9)
By: Paul Goodey GP, Goodey

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)
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Free Chapter
1
Section 1: Getting Started with Salesforce CRM
5
Section 2: Managing Data in Salesforce
9
Section 3: Business Processes, Cloud Development, and Lightning Experience
16
Section 4: Salesforce CRM Certification

Mashups in Salesforce CRM

It may seem daunting at first, especially if you are less familiar with internet scripting technologies such as HTML, but certain types of mashups can be accomplished by most people and do not require professional software developers or an IT team.

HTML is the main markup language for creating web pages and other information that can be displayed in a web browser.

Before starting out, it is always useful to first evaluate how and where the mashup needs to be done, and in particular, the type of data and service that is to be mashed up. Once this is understood, you can then begin to consider the coding effort and plan the resources required to implement it.

To understand the flavor of mashups as far as Salesforce CRM is concerned, and as suggested, at a high-level, there are two main categories of mashup development, and these can be classified as either...

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