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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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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

Summary

In this chapter, we looked at the various resources that you can use to study for the Salesforce Certified Administrator exam.

We reviewed the Salesforce Certified Administrator study guide and discussed official Salesforce and other third-party resources that will help you understand the features and functionalities to be found in the exam.

We also outlined the process of planning, booking, and writing the exam, and offered some insight into the types of questions that may appear and some suggestions for how to deal with the questions during the exam.

Finally, we looked at what happens after the exam and the next steps that are available for a Salesforce Certified Administrator.

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