Key Features
Book Description
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 novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.What you will learn
- Configure and control the various organizationwide user interface features in Salesforce CRM
- Set up and maintain a user and administer appropriate security and login access mechanisms
- Apply organization security and understand the capabilities of the Salesforce CRM sharing model
- Create, delete, and customize fields, page layouts, and list views for custom and standard objects
- Implement the mechanisms for data management and discover the tools to import, update, transfer, and mass delete data
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 novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.
Table of Contents
- Organization Administration
- User Management in Salesforce CRM
- Configuration in Salesforce CRM
- Data Management
- Data Analytics with Reports and Dashboards
- Implementing Business Processes
- Salesforce CRM Functions
- Extending Salesforce CRM
- Best Practices for Enhancing Productivity
- Mobile Administration
- Preface
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