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.

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Spis treści

Salesforce CRM - The Definitive Admin Handbook. A Deep-dive into the working of Salesforce CRM - Fourth Edition eBook -- spis treści

• 1. Setting up Salesforce CRM and the Company Profile
• 2. Managing Users and Controlling System Access
• 3. Configuring Objects and Apps
• 4. Securing Access to Data and Data Validation
• 5. Managing data in Salesforce CRM
• 6. Generating data analytics with reports and dashboards
• 7. Implementing Business Processes in Salesforce CRM
• 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM
• 9. Extending and enhancing Salesforce CRM
• 10. Administrating the mobile features of Salesforce CRM
• 11. Studying for the Certified Administrator Exam