Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios
The book begins by guiding you through setting up users and security settings and then progresses to configuration, data management, and data analytics. Next, you will swiftly move on to how to set up organization-wide features that affect the look and feel of the application. Process automation, and approval mechanisms are then covered, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. At the end of the book, we cover Salesforce mobile apps and mobile administration, along with techniques to further enhance the system and improve the return on investment.
Prerequisites include Enterprise, Unlimited, Performance, or Developer edition of Salesforce CRM along with the System Administrator permission.
What You Will Learn
Configure and control the various organization-wide user interface features in Salesforce CRM
Set up and maintain a user and administer appropriate security and login access mechanisms
Apply organization security and understand the capabilities of the Salesforce CRM sharing model
Create, delete, and customize fields, page layouts, and list views for custom and standard objects
Implement the mechanisms for data management and discover the tools to import, update, transfer, and mass delete data
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