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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

Einstein Analytics

This chapter provides an introduction to Einstein Analytics and looks at some of the key features and benefits it provides that you can use to harness this new wave of advanced reporting that exists within the Salesforce ecosystem.

We will take a high-level view of the features and tools that make up Einstein Analytics and see what it can offer you and your users compared to classic data analytics with reports and dashboards in Salesforce CRM.

We will describe how to gain developer access to Einstein Analytics in detail, all the various options that are available to access Einstein Analytics, and the assets that are contained within the Einstein Analytics platform.

In this chapter, we will show the pre-built customization and assets that are included within the Einstein Analytic-specific developer edition of Einstein Analytics, which we will use to present its...

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