Book description
Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques
About This Book
See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRM
This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features
Step-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application
Identify what is covered to create your own improved study guide for the certified administrator examination
Who This Book Is For
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 new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM.
What You Will Learn
Manage and administer user records and password policies
Configure and control the various organization-wide user interface features in Salesforce CRM
Set up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanisms
Apply organization security
Understand the capabilities of the Salesforce CRM sharing model
Create, delete, and customize fields, page layout, and list views for custom and standard objects
Find out how Apex and Visualforce coding can be used in Salesforce CRM
Implement the mechanisms for data management
Discover the tools to import, update, transfer, and mass delete data
In Detail
Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals.
At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Style and approach
This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.
Table of contents
-
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
- Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
- Credits
- About the Author
- Acknowledgments
- About the Reviewer
- www.PacktPub.com
- Preface
-
1. Setting up Salesforce CRM and the Company Profile
- The Salesforce Setup menu
- User login and authorization
- Establishing your company profile within Salesforce
-
User interface and supported browsers
- User interface
- Supported browsers
-
User Interface settings
- Enable Collapsible Sections
- Show Quick Create
- Enable Hover Details
- Enable Related List Hover Links
- Enable Separate Loading of Related Lists
- Enable Separate Loading of Related Lists of External Objects
- Enable Inline Editing
- Enable Enhanced Lists
- Enable the Salesforce Classic 2010 user interface theme
- Enable Tab Bar Organizer
- Enable Printable List Views
- Enable Customization of Chatter User Profile Pages
- Enable Salesforce Notification Banner
- Disable Lightning Experience IE11 Support Deprecation Notification
- Sidebar
- Calendar settings
- Name settings
-
Setup settings
- Enable Enhanced Page Layout Editor
- Enable Enhanced Profile List Views
- The Enable Enhanced Profile User Interface option
- Enable Streaming API
- Enable Dynamic Streaming Channel Creation
- Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners User Permissions
- Enable Custom Object Truncate
- Enable Improved Setup User Interface
- Enable Advanced Setup search
- Advanced settings
- Search overview and settings
- Sidebar Search
- Advanced Search
- Global Search
-
Search settings
- Enable "Limit to Items I Own" Search Checkbox
- Enable Document Content Search
- Enable Search Optimization if your content is mostly in Japanese, Chinese, or Korean
- Use recently viewed user records for Blank and Auto-Complete Lookups
- Enable drop-down list for Sidebar Search
- Enable English-Only Spell Correction for Knowledge Search
- Enable Sidebar Search Auto-Complete
- Enable Single-Search-Result Shortcut
- Number of Search Results Displayed Per Object
- Lookup Settings
- Enhanced lookups
- Lookup Auto-Completion
- Questions to test your knowledge
- Summary
-
2. Managing Users and Controlling System Access
- Introduction to record ownership, profiles, and sharing
- Profile and permission sets summary
- Managing users in Salesforce CRM
- Viewing and editing user information
- Freezing user accounts
- Password management
-
Controlling system access
- Password policies
- User passwords expiration period
- Enforce password history
- Minimum password length
- Password complexity requirement
- Password question requirement
- Maximum invalid login attempts
- Lockout effective period
- Obscure secret answer for password resets
- Require a minimum one day password lifetime
- Forgot Password or Locked Account Assistance
- Session management
-
Session timeout
- Timeout value
- Disable session timeout warning popup
- Force logout on session timeout
- Session settings
- Lock sessions to the IP address from which they originated
- Lock sessions to the domain in which they were first used
- Require secure connections (HTTPS)
- Force relogin after Login-As-User
- Require HttpOnly attribute
- Use POST requests for cross-domain sessions
- Enforce login IP ranges on every request
- Caching
-
Identity verification
- Enable the SMS method of identity verification
- Require security tokens for API logins from callouts (API version 31.0 and earlier)
- Allow location-based automated verifications with Salesforce Authenticator
- Lightning Login
- Clickjack protection
- Enable clickjack protection for setup pages
- Enable clickjack protection for non-setup Salesforce pages
- Enable clickjack protection for customer Visualforce pages with standard headers
- Enable clickjack protection for customer Visualforce pages with headers disabled
- Cross-Site Request Forgery (CSRF) protection
- Content Security Policy protection
- Session security levels
- Logout page settings
- Logging in as another user
- Creating a guide to help users grant login access to you
- Creating custom user fields
- Salesforce.com Health Check
- Questions to test your knowledge
- Summary
-
3. Configuring Objects and Apps
- The relationship between a profile and the features that it controls
- Objects
- Fields
- Object relationships
- Apps
- Tabs
- Renaming labels for standard tabs, standard objects, and standard fields
- Creating custom objects
- Object Limits
- Creating custom object relationships
- Creating custom fields
- Dependent picklists
- Building relationship fields
- Lookup relationship options
- Master-detail relationship options
- Lookup filters
- Building formulas
- Basic formula
- Advanced formula
- Building formulas - best practices
- Building formula text and compiled character size limits
- Custom field governance
- Page layouts
- Feed-based page layouts
- Record types
- Related lists
- List views
- Questions to test your knowledge
- Summary
-
4. Securing Access to Data and Data Validation
- Levels of data access and security
- The data access security model
-
Organization-Wide Defaults
- OWDs access level actions
- Public Full Access (Campaigns only)
- Public Read/Write/Transfer (Cases Or Leads Only)
- Public Read/Write
- Public Read Only
- Private
- No Access, View Only, or Use (Price Book only)
- Granting Access using Hierarchies
- Controlled by Parent
- External OWDs for sharing
- Effects of Modifying Default Access Type
- Granting users additional access
- Permission sets
- Role hierarchy
- Organization-wide defaults and sharing rules
- Sharing rules
- Manual sharing rules
- Questions to test your knowledge
- Summary
- 5. Managing Data in Salesforce CRM
-
6. Generating Data Analytics with Reports and Dashboards
-
Reports
- Report and Dashboard Folders
- Creating new report and dashboard folders
- Keep favorite report folders in view
- Enhanced sharing for reports and dashboards
- Creating reports
- Hiding standard report types
- Custom report types
- Running reports
- Printing and exporting reports
- Report considerations
- Report formats
- Groupings
- Custom summary formulas
- Bucket fields
- Changing the Report format
- Dashboards
- Questions to test your knowledge
- Summary
-
Reports
-
7. Implementing Business Processes in Salesforce CRM
-
Workflow rules and approval processes
- Workflow and approval actions
- Configuring e-mail alerts for workflow rules and approval processes
- Configuring tasks for workflow rules and approval processes
- Configuring field updates for workflow rules and approval processes
- Configuring outbound message notifications for workflow rules and approval processes
- Configuring workflow rules
- Approval process
- Configuring approval processes
- Visual Workflow
- Introduction to Lightning Process Builder
- Questions to test your knowledge
- Summary
-
Workflow rules and approval processes
-
8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM
- Functional overview of Salesforce CRM
- Marketing administration
- Salesforce automation
- Service cloud
- Salesforce Chatter
- Questions to test your knowledge
- Summary
-
9. Extending and Enhancing Salesforce CRM
- Salesforce AppExchange Marketplace
- Enterprise mashups in web applications
- Mashups in Salesforce CRM
-
Introduction to Visualforce
-
Visualforce pages
- Creating a Visualforce page
- Visualforce pages setup page
- Visualforce development mode
- Visualforce components
- Creating an example mashup with Visualforce
- Deleting the default new Visualforce markup content
- Changing the Visualforce Controller to specify an Account Standard Controller
- Adding the Visualforce page to the Account page layout
- Adding a new section to the Account page layout
- Adding the Visualforce page to the new page layout section
- Running the completed Visualforce page
- Visualforce page controllers
- Standard list controllers
- Apex code
-
Visualforce pages
- Change management overview
- User adoption
- Questions to test your knowledge
- Summary
-
10. Administrating the Mobile Features of Salesforce CRM
- Accessing Salesforce mobile solutions
-
Salesforce mobile products overview
- SalesforceA
- SalesforceA supported devices
- Salesforce Touch
- Salesforce Classic
-
Salesforce1
- Salesforce1 supported devices
-
Salesforce1 data availability
- Rich Text area field exception in Salesforce1
- Salesforce1 Administration
- Salesforce1 Mobile Browser App access
- Salesforce1 desktop browser access
- Salesforce1 downloadable App access
- Salesforce1 notifications
- Salesforce1 branding
- Salesforce1 compact layouts
- Salesforce1 offline access
- Salesforce1 Setup with the Salesforce1 Wizard
- Salesforce1 differences from the Full Salesforce CRM browser app
- Mobile Dashboards
- Salesforce Adoption Manager
- Questions to test your knowledge
- Summary
- 11. Studying for the Certified Administrator Exam
Product information
- Title: Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
- Author(s):
- Release date: December 2016
- Publisher(s): Packt Publishing
- ISBN: 9781786468963
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