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  • Book Overview & Buying Salesforce CRM - The Definitive Admin Handbook
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Salesforce CRM - The Definitive Admin Handbook

Salesforce CRM - The Definitive Admin Handbook

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

Salesforce CRM - The Definitive Admin Handbook

3.6 (9)
By: Paul Goodey GP, Goodey
Buy this Book

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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Preface
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Preface
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Who this book is for
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What this book covers
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To get the most out of this book
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Get in touch
Free Chapter
1
Section 1: Getting Started with Salesforce CRM
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Section 1: Getting Started with Salesforce CRM
2
Setting Up Salesforce CRM and the Company Profile
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Setting Up Salesforce CRM and the Company Profile
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The Salesforce setup menu
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Setting up the company profile
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User login and authorization
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The UI and supported browsers
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Data protection and privacy
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Questions to test your knowledge
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Summary
3
Managing Users and Controlling System Access
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Managing Users and Controlling System Access
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Introducing record ownership, profiles, and sharing
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Profile and permission sets summary
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Managing users in Salesforce CRM
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Viewing and editing user information
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Freezing user accounts
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Managing passwords
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Controlling system access
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Session management
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Session timeout
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Extended use of IE11 with Lightning Experience
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Caching
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Verifying identity
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Cross-Site Request Forgery protection
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Content Security Policy protection
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Cross-Site Scripting protection
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Content sniffing protection
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Referrer URL protection
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HSTS for sites and communities
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Redirections
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Session security levels
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Logout page settings
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New User Email
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Logging in as another user
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Creating a guide to help users grant login access to you
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Creating custom user fields
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Salesforce health check
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Questions to test your knowledge
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Summary
4
Configuring Objects and Apps
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Configuring Objects and Apps
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The relationship between a profile and the features that it controls
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Objects
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Fields
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Object relationships
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Apps
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Tabs
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Renaming labels for standard tabs, standard objects, and standard fields
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Creating custom objects
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Object Limits
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Creating custom object relationships
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Creating custom fields
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Dependent picklists
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Building relationship fields
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Lookup relationship options
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Master-detail relationship options
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Lookup filters
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Custom labels
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Custom settings
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Custom metadata types
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Building formulas
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Basic formulas
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Advanced formulas
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Building formulas – best practices
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Building formula text and compiled character-size limits
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Custom field governance
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Page layouts
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Feed-based page layouts
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Record types
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Related lists
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List views
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Questions to test your knowledge
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Summary
5
Section 2: Managing Data in Salesforce
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Section 2: Managing Data in Salesforce
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Securing Access to Data and Data Validation
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Securing Access to Data and Data Validation
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Levels of data access and security
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The data access security model
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Organization-Wide Defaults (OWD)
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Role hierarchy
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OWD and sharing rules
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Manual sharing rules
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Questions to test your knowledge
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Summary
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Managing Data in Salesforce CRM
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Managing Data in Salesforce CRM
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Data storage utilization
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Data quality
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Managing duplicate data
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An overview of data import and export utilities
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Data protection and privacy
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Questions to test your knowledge
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Summary
8
Generating Data Analytics with Reports and Dashboards
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Generating Data Analytics with Reports and Dashboards
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Reports
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Custom summary formulas
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Dashboards
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Questions to test your knowledge
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Summary
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Section 3: Business Processes, Cloud Development, and Lightning Experience
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Section 3: Business Processes, Cloud Development, and Lightning Experience
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Implementing Business Processes in Salesforce CRM
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Implementing Business Processes in Salesforce CRM
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Workflow rules and approval processes
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Configuring workflow rules
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Approval processes
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Configuring approval processes
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Visual Workflow
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Lightning Process Builder
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Questions to test your knowledge
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Summary
11
Core Business Functionality in Salesforce CRM
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Core Business Functionality in Salesforce CRM
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Functional overview of Salesforce CRM
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Marketing automation
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Salesforce automation
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Service Cloud
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Business collaboration
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Questions to test your knowledge
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Summary
12
Extending and Enhancing Salesforce CRM
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Extending and Enhancing Salesforce CRM
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Salesforce AppExchange marketplace
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Enterprise mashups in web applications
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Mashups in Salesforce CRM
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Introducing Visualforce
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Change management overview
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User adoption
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Questions to test your knowledge
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Summary
13
Administrating the Mobile Features of Salesforce CRM
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Administrating the Mobile Features of Salesforce CRM
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Accessing Salesforce mobile solutions
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SalesforceA
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The mobile Salesforce app
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Salesforce mobile app versus the full Salesforce site
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Salesforce mobile wizard
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Testing Salesforce mobile using a desktop browser
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Questions to test your knowledge
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Summary
14
Lightning Experience
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Lightning Experience
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Introduction to Lightning Experience
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Differences between Lightning Experience and Salesforce Classic
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Benefits of migrating to Lightning Experience
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Assessing the impact of the transition to Lightning Experience
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Planning the transition to Lightning Experience
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Implementing the transition to Lightning Experience
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Questions to test your knowledge
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Summary
15
Einstein Analytics
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Einstein Analytics
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Introduction to Einstein Analytics
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Comparing Einstein Analytics and classic Salesforce reports and dashboards
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How to gain developer access to Einstein Analytics
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Options for accessing Einstein Analytics
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Menu options and features in Analytics Studio
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Questions to test your knowledge
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Summary
16
Section 4: Salesforce CRM Certification
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Section 4: Salesforce CRM Certification
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Studying for the Certified Administrator Exam
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Studying for the Certified Administrator Exam
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Overview of the Salesforce Certified Administrator exam
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Questions
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Answers to the questions
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Registering for the Salesforce Certified Administrator exam
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Summary
18
Other Books You May Enjoy
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Other Books You May Enjoy
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Leave a review - let other readers know what you think

To get the most out of this book

To get the most out of this book, refer to it prior to and during system administration changes to Salesforce CRM. Prerequisites for system administration of Salesforce CRM include a computer with an internet connection and one of these supported browsers—Google® Chrome™, Microsoft® Edge®, Mozilla® Firefox®, Apple® Safari®, or Microsoft® Internet Explorer®. You will need either the Enterprise, Unlimited, Performance, or Developer edition of Salesforce CRM, along with system administrator privileges.

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Conventions used

There are a number of text conventions used throughout this book.

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "As an example, in this scenario, Mike is the owner of the account record called WidgetsXYZ and Mike reports to Julia."

A block of code is set as follows:

Sales Tax (Percent) =  
IF(TEXT(Account.Market__c) = "US",  
IF(TEXT(Account.State__c) = "California", 0.0925,  
IF(TEXT(Account.State__c) = "Nevada", 0.081,  
IF(TEXT(Account.State__c) = "Utah", 0.0835, 0) ))  
, 0)

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

Sales Tax (Percent) =  
IF(TEXT(Account.Market__c) = "US",  
IF(TEXT(Account.State__c) = "California", 0.0925,  
IF(TEXT(Account.State__c) = "Nevada", 0.081,  
IF(TEXT(Account.State__c) = "Utah", 0.0835, 0) ))  
, 0)

Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "There are two classic themes, namely, Classic 2005 and Classic 2010, and there is the new theme called Lightning Experience."

Warnings or important notes appear like this.
Tips and tricks appear like this.

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