Mastering Salesforce CRM Administration

Rakesh Gupta

• Publisher: Packt Publishing
• Year: 2017
• eBook ISBN: 9781786460769
• Edition: 1
• Topic: Computer Science
• Subtopic: Business Intelligence
• Index: Computer Science

Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administrationAbout This Book• Build your skills and knowledge to crack the Advanced Admin Certification Examination• Leverage the advanced administration capabilities of Salesforce and Salesforce1• Optimize and extend Sales Cloud and Service Cloud applicationsWho This Book Is ForThis book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization.What You Will Learn• Adopt Lightning Experience to improve the productivity of your organization's sales team• Create and maintain service entitlements and entitlement processes• Process Builder basic and advanced concepts• Different ways to deploy applications between environments• Best practices for improving and enriching data qualityIn DetailThe book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects.From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.Style and approachThe book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Mastering Salesforce CRM Administration

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Mastering Salesforce CRM Administration

Copyright © 2017 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: March 2017

Production reference: 1220317

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK.

ISBN 978-1-78646-318-0

www.packtpub.com

Credits

Author Rakesh Gupta	Copy Editor Muktikant Garimella
Reviewers Vinay Chaturvedi Jitendra Zaa	Project Coordinator Ulhas Kambali
Commissioning Editor Aaron Lazar	Proofreader Safis Editing
Acquisition Editor Chaitanya Nair	Indexer Aishwarya Gangawane
C ontent De velopment Editor Nikhil Borkar	Graphics Abhinash Sahu
Technical Editor Hussain Kanchwala	Production Coordinator Melwyn Dsa

Foreword

When I started working on Salesforce in 2008, I had no idea where Salesforce is heading. After Apex and Visualforce, Chatter was a big hit and a much needed product of Salesforce. After Chatter, Salesforce started delivering big features and products, such as Salesforce1, Tooling API, Process Builder, Visual Flow, Platform Encryption, Wave, and Lightning, one after another, to name few. Since the Salesforce ecosystem became vast with each release, sometimes, it's hard for the beginners to find a starting point with the latest information. There are many features in Salesforce that get enhanced with each release, resulting in the existing content on the evangelist's websites becoming obsolete or outdated.

Mastering Salesforce CRM Administration would help Salesforce professionals and newbies to learn many features available in Salesforce. Rakesh has done a fantabulous job in writing and tailoring content and group them in logical chapters.

The first chapter talks about enabling Lightning experience, Salesforce editions, objects, and the type of relationships. This chapter will give a firm start to all new professionals who want to start careers in Salesforce. The next chapter goes deeper into the important topics of security by talking about organization-wide defaults, sharing rules, roles, profiles, and field-level security. It also explains multicurrency. The following chapter focuses on the territory management concept and the steps to enable it.

The next chapter leaves no stone unturned to make you an awesome admin by explaining the micro-level details of custom objects, fields, tabs, Lightning applications, Lightning record pages, and so on. It also explains the tools to improve the data quality of Salesforce, such as validation rule, duplicate management, and more.

There are dedicated chapters for Sales Cloud and Service Cloud. If you ask me, even the whole book will not be sufficient enough to cover Sales Cloud and Service Cloud. However, the author has written the content brilliantly in order to cover as many concepts as possible at a high level so that you would not have any difficulty in exploring them in detail later. The next chapter focuses on complete e-mail management stuff such as e-mail deliverability and e-mail to case. It also covers mobile applications offered by Salesforce, such as SalesforceA, Authenticator app, and Salesforce1.

The author is a well-known blogger for Visual flow globally, and this book has a complete chapter on it. This book has a solid punch of basics to start with flow. I will say this chapter is a trump card for all professionals who want to master Visual flow.

The author doesn't want you to stop at being an awesome admin. He has a bigger plan, and to motivate all awesome admins, he has a short and sweet chapter on getting started with Apex and Visualforce.

One of the inimitable features of this book is the knowledge check a...

Table of contents

• Mastering Salesforce CRM Administration