Book description
Customize Salesforce to automate your business requirements
In Detail
Salesforce.com has contributed in bringing about a social revolution to the Internet era. Salesforce.com provides you with the power of cloud computing, enabling you to quickly build enterprise apps in a cloud.
This is a step-by-step guide to automating your business requirements or streamlining your sales process using Salesforce CRM. This book covers many topics from the Spring '14 and Summer '14 releases and is also helpful for those who are preparing for the Salesforce.com admin certification exam (ADM 201). The book starts with an introduction to Salesforce CRM and its products. Then, it covers its user experience management, data security aspects, e-mail administration, and discusses various ways that can be adopted to streamline business processes. By the end of this book, you will be able to customize Salesforce and manage Salesforce-related data in your organization.
What You Will Learn
- Understand the basic architecture of the Salesforce.com platform and improve collaboration in the organization
- Manage users in the Salesforce organization and customize the company profile
- Secure the data within an organization
- Control e-mail and domain management for your organization
- Use the Sales Cloud and the Service Cloud to streamline sales, support processes, and automate your business requirements
- Learn data management in Salesforce
- Understand the concepts of analytics in Salesforce, and build reports and dashboards on existing data
- Connect with employees around the globe using Salesforce Chatter and apps from AppExchange
Table of contents
-
Salesforce.com Customization Handbook
- Table of Contents
- Salesforce.com Customization Handbook
- Credits
- About the Authors
- About the Reviewers
- www.PacktPub.com
- Preface
-
1. Getting Started with Salesforce
- Overview of the Salesforce CRM
- Introducing Salesforce CRM
- The architecture of Salesforce.com
- Various products of Salesforce
- Salesforce.com – the most innovative company
- Improving collaboration in your organization
- Creating a Salesforce developer account
- First impression of the Salesforce developer account
- Benefits of using the Salesforce developer account
- Limitations of Salesforce Developer Edition
- Summary
-
2. User Management and Organization Administration
- Setting up company information
- Changing the corporate currency
- Fiscal year and its customization
- Business hours setup and its effect
- Holiday settings
- Language settings and its importance
- Profiles
- Permission sets
- Setting up the users
- Locking and unlocking users
- Freezing a user's account
- Benefits of the login history
- Groups and their uses
- Queues and their significance
- Personal setup
- Summary
-
3. Making Your Salesforce Data Secure – Security Settings in Salesforce
- Concepts of OWD
- Field-Level Security and its effect on data visibility
- Setting up password policies
- Two-factor authentication in Salesforce
- Session setting and its effect on users
- Network access – securing your organization's data
- Authentication providers
- View Setup Audit Trail
- Expire all passwords
- Concepts of delegated administration
- Remote site settings
- HTML documents and attachments settings
- Testing document and attachment settings
- Portal Health Check
- Summary
- 4. Domain Management, E-mail Administration, and Google Apps Settings
-
5. CRM Functions and Streamlining Business Requirements
- Type of relationships in Salesforce
-
Sales Cloud overview
- Campaign management
- Lead management
- Account management
- Contact management
- Opportunity management
- Order management
- Service Cloud overview
- Streamlining a business process
- Tracking the history
- Summary
-
6. Automating a Business Process
- Improving the data quality – the validation rule
- The Formula field
- The Roll-up Summary field
- Letterhead
- An e-mail template
- Using workflow to automate your work
- Monitoring a time-based workflow
- Streamlining your approval process – approval processes
- Various ways to approve a request – approval settings
- Stay-in-Touch
- Summary
-
7. Concepts of Data Management
- Salesforce Record IDs
- Data management operations
- Tools for data management
- Truncating custom objects
- Sandbox
- Deleting all the data
- Data Export Service
- Get the storage usage details
- Mass transfer approval requests
- Mass transfer record
- Mass deleting records
- Mass reassign accounts and opportunity teams
- Tags
- Summary
- 8. Reports and Dashboards in Salesforce
-
9. Chatter Configuration
- Basic overview of Salesforce Chatter
- Enabling Chatter invites
- Topics for objects
- Branding e-mail notifications
- Chatter groups
- The Chatter announcement feature
- Posting e-mail to Chatter groups
- Chatter e-mail settings
- Enabling feed tracking
- Posting a dashboard snapshot to Chatter
- Various features of Chatter
- Summary
- 10. Mobile Administration
- 11. Setting Up Deployment Processes
- 12. AppExchange – Extending Salesforce Functionality
- Index
Product information
- Title: Salesforce.com Customization Handbook
- Author(s):
- Release date: September 2014
- Publisher(s): Packt Publishing
- ISBN: 9781849685986
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