PacktLib: Salesforce CRM: The Definitive Admin Handbook

Salesforce CRM: The Definitive Admin Handbook

Credits

About the Author

Acknowledgements

About the Reviewers

www.PacktPub.com

Preface

Getting Started with the Salesforce CRM Application: Organization Administration

User login and authorization

Establishing your company profile within Salesforce

User Interface

Summary

User Management in Salesforce CRM

Introduction to record ownership, profiles, and sharing

Managing users in Salesforce CRM

Summary

Configuration in Salesforce CRM

Relationship between profile and the features that it controls

Creating custom objects

Creating custom fields

Custom field governance

Page layouts

Record types

Related lists

List views

Summary

Data Management

Data access security model

Organization-wide Sharing Defaults (OWD)

Role hierarchy

Organization-wide defaults and Sharing Rules

Sharing Rules

Data validation

Importing and exporting data

Folders

Recycle Bin

Data storage utilization

Summary

Data Analytics

Reports

Dashboards

Folders

Reports

Dashboards

Summary

Implementing Business Processes in Salesforce CRM

Workflow rules and approval processes

Configuring workflow rules

Approval process

Configuring approval processes

Summary

Salesforce CRM Functions

Functional overview of Salesforce CRM

Marketing administration

Salesforce automation

Service cloud

Summary

Extending Salesforce CRM

Enterprise mashups in web applications

Mashups in Salesforce CRM

Introduction to Visualforce

Summary

Best Practices for Enhancing Productivity

The AppExchange Marketplace

Managed and unmanaged packages

External and third-party tools

App security

Change management overview

User adoption

Summary

Index