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Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios
About This Book- Updated for Winter '15, this book provides the latest best-practice Salesforce administration principles, real-world experience, and critical design considerations for setting up and customizing Salesforce CRM
- A pragmatic guide to the key functions for the customization and set up of the application, related to enterprise security, user and data management, process automation, analytics, and mobile features
- The features of the Salesforce CRM platform are explored using detailed, step-by-step navigation and descriptions, which offers the reader clear guidance for the customization and administration of the application
This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.
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
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.
- Sales Rank: #166366 in Books
- Published on: 2015-01-26
- Released on: 2015-01-30
- Original language: English
- Number of items: 1
- Dimensions: 9.25" h x 1.09" w x 7.50" l, 1.80 pounds
- Binding: Paperback
- 460 pages
About the Author
Paul Goodey
Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, Packt Publishing. He has over 20 years' experience developing web technology solutions for companies of all sizes across a variety of industries and has been building solutions with Salesforce CRM since 2006. Paul has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce.com Certified Developer DEV-401. He is a keen and active member of Salesforce.com's administrator and developer online communities. He can be found on LinkedIn at http://www.linkedin.com/in/paulgoodey. In his spare time, Paul is an avid runner, having run several marathons and half-marathons.
Most helpful customer reviews
0 of 0 people found the following review helpful.
Great Aid for Certification Exam
By James
A fantastic resource for those looking to pass the Administrator Certification exam. After going through all relevant trails and badges on Trailhead, I moved onto this book and then onto an online course (an inexpensive one). Will this book help you pass the test all by itself? No, but the information is fantastic and organized into the right categories. While this book was written for a previous release of Salesforce, it is still a relevant resource. A new version is scheduled to be released in February 2017 and I recommend picking that up once it is available.
8 of 9 people found the following review helpful.
Good overview for beginners with solid advice
By Doug Ayers
I bought this book directly from Packt Publishing during one of their $5 dollar bonanza deals, along with a handful of other Salesforce related titles from administration topics to apex development.
As another reviewer stated, this book is for beginners just learning Salesforce, "It is laid out very well so that you can almost start it and get hooked to this book for hours without feeling any overburden. Sometimes I feel it is a bit over-simplified, but what else would you want when you are starting. I skipped/glanced through a lot of sections since I know most of the areas."
It doesn't go too deep into any particular topic, but for a beginner that may be a good thing because the platform is quite overwhelming at first due to breadth of what's available. The book does do a good job giving overviews of the various concepts and topics listed in the index. At first, I felt like this only repeated what the free Salesforce online help docs already provide, and it does do that to a large extent, but where it shines is in the screen shots. Even with 2 years of full time advanced administration under my belt, I thought the screen shots and the author's personal comments/tips were quite valuable -- insight you don't get with the online help docs. That is a plus!
One bit of advice I liked was the author's common sense tip in the chapter about creating custom fields. Yes, Salesforce makes it very easy to add custom fields -- a reason we all love the platform -- but it's also easy to fall into the trap of creating lots of fields without considering the consequences. The author provides about 3-4 good paragraphs explaining the pros/cons and what to consider before creating a custom field. I thought the advice was so valuable I immediately shared it with the rest of my Salesforce dev team!
All in all, the book gives a fair overview of the many areas of Salesforce and the author provides excellent screen shots to accompany the information (not found in the Salesforce online help docs) as well as provide his own advice and tips from real-world experience. If you've got the time, the ebook price is nice so I'd recommend you get a copy.
6 of 6 people found the following review helpful.
Wish there was reference to which release it used as ...
By W. Wallner
Wish there was reference to which release it used as model for content reference. It appears about 3 releases old, I probably would not have purchased it then.
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