Salesforce CRM-the definitive admin handbook : learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques / Paul Goodey.

Format:

Book

Author/Creator:

Goodey, Paul, author.

Language:

English

Subjects (All):

Customer relations--Management--Data processing.

Customer relations.

Sales management--Data processing.

Sales management.

Marketing--Management--Data processing.

Marketing.

Physical Description:

1 online resource (635 pages) : illustrations

Edition:

Fourth edition.

Other Title:

Salesforce Customer Relationship Management the definitive admin handbook

Place of Publication:

Birmingham, England ; Mumbai, India : Packt Publishing, 2016.

System Details:

text file

Summary:

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 Clo...

Contents:

Cover

Copyright

Credits

About the Author

Acknowledgments

About the Reviewer

www.PacktPub.com

Table of Contents

Preface

Chapter 1: Setting up Salesforce CRM and the Company Profile

The Salesforce Setup menu

User login and authorization

Does the user's profile have any login restrictions?

Login hour restrictions

IP address restrictions

Does the user's IP address appear within your organization's trusted IP address list?

Trusted IP range

Has the user been activated from this IP address before?

Does the user's web browser have a valid cookie stored from Salesforce?

Computer activation process

User interface

SMS text message verification code

Email message verification code

API or a desktop client

Establishing your company profile within Salesforce

Company information and primary contact details

Default language, locale, and time zone

Default language

Default locale

Default time zone

License information

Currencies and conversion rates

Single currency

Multiple currencies

Active Currencies

Manage Currencies

Dated exchange rates

Fiscal year settings

Standard fiscal years

Custom fiscal years

Language settings

User interface and supported browsers

Supported browsers

Salesforce Classic 2005

Salesforce Classic 2010

Lightning Experience

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

Enable Collapsible Sidebar

Show Custom Sidebar Components on All Pages

Calendar settings

Enable Home Page Hover Links for Events

Enable Drag-And-Drop Editing on Calendar Views

Enable Click-And-Create Events on Calendar Views

Enable Drag-And-Drop Scheduling on List Views

Enable Hover Links for My Tasks List

Name settings

Enable Middle Names for Person Names

Enable Name Suffixes for Person Names

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

Activate Extended Mail Merge

Always Save Extended Mail Merge Documents to the Documents tab

Search overview and settings

Sidebar Search

Advanced Search

Global Search

Searching in Salesforce.com

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

Questions

Question 1 - user login and authentication.

Question 2 - company profile

Question 3 - fiscal years

Question 4 - user interface

Answers

Answer 1 - user login and authentication

Answer 2 - company profile

Answer 3 - fiscal years

Answer 4 - user interface

Summary

Chapter 2: Managing Users and Controlling System Access

Introduction to record ownership, profiles, and sharing

Record owner

Profiles and sharing

Profiles

Contract manager

Marketing user

Solution manager

Standard user

System administrator

Sharing

Roles

Permission Sets

Creating Permission Sets

Profile and permission sets summary

Managing users in Salesforce CRM

Creating new user records

Saving new user records

Viewing new user records

Adding multiple users

Delegation of user management

Creating a profile with the Manage Users permission

Using delegated administration

Viewing and editing user information

Searching for users

Deactivating users

Freezing user accounts

Password management

Resetting passwords

Expiring passwords

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

Message

Help link

API only user settings

Alternative Home Page

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

Enable caching and autocomplete on login page

Enable secure and persistent browser caching to improve performance

Enable user switching

Remember Me until logout

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

Allow only from trusted IP addresses

Lightning Login

Allow 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

Enable CSRF protection on GET requests on non-setup pages

Enable CSRF protection on POST requests on non-setup pages

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

Health Check Score

The Salesforce Baseline standard

Question 1 - standard profiles

Question 2 - permission sets

Question 3 - User records

Question 4 - Password Policies

Answer 1 - standard profiles

Answer 2 - permission sets

Answer 3 - user records

Answer 4 - password policies

Chapter 3: Configuring Objects and Apps

The relationship between a profile and the features that it controls

Objects.

Standard objects

Custom objects

Fields

Standard fields

Custom fields

Object relationships

Apps

Standard apps

Custom apps

Subtab apps

Tabs

Hiding and showing tabs

Standard tabs

Custom tabs

Renaming labels for standard tabs, standard objects, and standard fields

Creating custom objects

Object Limits

Object Limits for standard objects

Object Limits for custom objects

Creating custom object relationships

Creating custom fields

Custom field data types

Auto Number

Checkbox

Currency

Date

Date/Time

Email

Formula

Geolocation

Lookup relationship

Master-detail relationship

External lookup relationship

Hierarchical relationship

Number

Percent

Phone

Picklist

Picklist (Multi-select)

Roll-up summary

Text

Text (Encrypted)

Text Area

Text Area (Long)

Text Area (Rich)

URL

Dependent picklists

Building relationship fields

Lookup relationship options

Master-detail relationship options

Allow reparenting option

Lookup filters

Building formulas

Basic formula

Advanced formula

Building formulas - best practices

Formatting with carriage returns and spacing

Commenting

Building formula text and compiled character size limits

Using algebra

Formula field size limit workarounds

Custom field governance

Addressing the issue

More generic field names

Field history tracking

Custom objects to store dated information

Chatter

Page layouts

Creating and modifying a page layout

Feed-based page layouts

Feed Tracking

Creating feed-based page layouts

Feed View Options

Enable Full-Width Feed View in the Console

Enable Compact Feed View in the Console

Highlight Externally Visible Feed Items

Publisher options - Automatically Collapse Publisher

Other Tools and Components.

Custom Components.

Notes:

Includes index.

Includes bibliographical references and index.

Description based on online resource; title from PDF title page (ebrary, viewed March 1, 2017).

OCLC:

969355603