Mastering Salesforce CRM Administration

Ön Kapak
Packt Publishing Ltd, 27 Mar 2017 - 412 sayfa

Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration

About 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 applications
Who This Book Is For

This 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 quality
In Detail

The 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 approach

The 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.

 

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İçindekiler

Preface
1
A Deep Dive into the Salesforce Lightning Experience
6
Security Settings in Salesforce
30
Territory Management
66
Extending Salesforce with Custom Objects and Applications
92
Getting More Value from Sales Cloud
122
Increasing Service Agent Productivity by Using Service Cloud
173
Optimizing Business Processes with Visual Workflow and Approval Processes
216
Automating Complex Business Processes
250
Analyzing Productivity with Reports and Dashboards
283
Email and Mobile Administration
312
Different Ways of Deploying an Application between Environments
336
Basics of Apex and Visualforce Page
368
Index
379
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Yazar hakkında (2017)

Rakesh Gupta is a graduate of SRM University, Chennai, with a degree in information technology. He previously worked at iGate Computer System Ltd (now a part of Capgemini). He is a three-time Salesforce MVP, evangelist, Salesforce trainer, blogger, and is working as a Salesforce solution architect. He has been working on the platform of Salesforce for 6+ years. He is from Katihar, Bihar, and lives in Mumbai, India. He is the co-author of the books, Developing Applications with Salesforce Chatter and Salesforce Customization Handbook by Packt Publishing. He is the author of Learning Salesforce Visual Workflow and Learning Salesforce Visual Workflow and Process Builder - Second Edition by Packt Publishing. He is also the technical reviewer of Learning Force website Application Development and Mastering Application Development with Force website by Packt Publishing. Best known as an automation champion in the Salesforce ecosystem, as he has written over 100+ articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts from the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. He currently holds 9 certifications in Salesforce. He works on all the aspects of Salesforce and is an expert in data migration, process automation, configuration, customization, and integration. He is the leader of the Navi Mumbai and Nashik Salesforce developer user groups in India. He is also the initiator of the Mumbai Salesforce user group and the initiator of a biweekly online webinar, Automation Hour. He is very passionate about Force website and shares information through various channels, including Salesforce Success Community and his blog at automationchampion.

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