skip to content
Mastering Salesforce CRM Administration. Preview this item
ClosePreview this item
Checking...

Mastering Salesforce CRM Administration.

Author: Rakesh Gupta
Publisher: Packt Publishing, 2017.
Edition/Format:   eBook : Document : EnglishView all editions and formats
Summary:
Annotation
Rating:

(not yet rated) 0 with reviews - Be the first.

More like this

 

Find a copy online

Find a copy in the library

&AllPage.SpinnerRetrieving; Finding libraries that hold this item...

Details

Genre/Form: Electronic books
Additional Physical Format: Print version:
Gupta, Rakesh.
Mastering Salesforce CRM Administration.
Birmingham : Packt Publishing, ©2017
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Rakesh Gupta
ISBN: 1786460769 9781786460769
OCLC Number: 980739161
Description: 1 online resource
Contents: Cover; Copyright; Credits; Foreword; About the Author; About the Reviewers; www.PacktPub.com; Customer Feedback; Table of Contents; Preface; Chapter 1: A Deep Dive into the Salesforce Lightning Experience; Getting started with Lightning Experience; Salesforce Lightning Editions; Sales Cloud Lightning Editions; Service Cloud Lightning Editions; Creating a Salesforce developer account; Enabling the Lightning Experience for users; Granting permission to users through Profiles; Granting permission to users through permission sets; Switching between Lightning Experience and Salesforce Classic. The Lightning Experience for end usersThe Lightning Experience navigation menu; The App Launcher in Lightning; The Home page; Global search; Types of objects and fields in Salesforce; Standard objects; Custom objects; Difference between standard and custom objects; External objects; Standard fields; Custom fields; Types of relationship in Salesforce; Master-detail relationship; Lookup relationship; Difference between master-detail and lookup relationships; Self-relationship; External lookup relationship; Indirect lookup relationship; Many-to-many relationship; Hierarchical relationship. A few points to rememberTest your knowledge; Summary; Chapter 2: Security Settings in Salesforce; Company Information setup; Viewing the licenses; Setting up multiple currencies; Enabling a single currency; Adding a new currency; Changing corporate currency; Updating multi currency value; Effects of enabling multi currency; The fiscal year and its customization; Standard fiscal year; Custom fiscal year; Secure organization data using OWD; Setting up OWD; OWD access for objects; Role hierarchy; Sharing rule; Criteria-based sharing rule; Manual sharing; Apex managed sharing. Defer sharing calculationsProfiles; Different types of profiles; Permission sets; Settings available under permission sets; Creating a permission set; Field-level security; From an object field; Through profile; Field accessibility; Viewing Setup and Audit Trail; Audit Trail key concepts; A few points to remember; Test your knowledge; Summary; Chapter 3: Territory Management; Introduction to Territory Management; Difference between role hierarchy and territory hierarchy; Difference between Territory Management and Enterprise Territory Management; Enterprise Territory Management key concepts. Configuring Enterprise Territory ManagementEnabling Enterprise Territory Management; Building a territory model; Creating territory types; Creating a territory model record; Defining the territory hierarchy; Creating a territory account assignments rule; Assignment rules to assign accounts to territories; Manually assigning accounts to a territory; Manually assigning an account to one or more territories; Assigning users to territories; Using Chatter to collaborate with territory models; Activating a territory model; Running the Opportunity Territory Assignment filter.

Abstract:

Annotation

Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administrationAbout 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 applicationsWho This Book Is ForThis 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 qualityIn DetailThe 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 approachThe 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.

Reviews

User-contributed reviews
Retrieving GoodReads reviews...
Retrieving DOGObooks reviews...

Tags

Be the first.

Similar Items

User lists with this item (2)

Confirm this request

You may have already requested this item. Please select Ok if you would like to proceed with this request anyway.

Linked Data


Primary Entity

<http://www.worldcat.org/oclc/980739161> # Mastering Salesforce CRM Administration.
    a schema:MediaObject, schema:Book, schema:CreativeWork ;
   library:oclcnum "980739161" ;
   schema:about <http://dewey.info/class/658.8/e23/> ;
   schema:bookFormat schema:EBook ;
   schema:creator <http://experiment.worldcat.org/entity/work/data/4169904814#Person/gupta_rakesh> ; # Rakesh Gupta
   schema:datePublished "2017" ;
   schema:description "Cover; Copyright; Credits; Foreword; About the Author; About the Reviewers; www.PacktPub.com; Customer Feedback; Table of Contents; Preface; Chapter 1: A Deep Dive into the Salesforce Lightning Experience; Getting started with Lightning Experience; Salesforce Lightning Editions; Sales Cloud Lightning Editions; Service Cloud Lightning Editions; Creating a Salesforce developer account; Enabling the Lightning Experience for users; Granting permission to users through Profiles; Granting permission to users through permission sets; Switching between Lightning Experience and Salesforce Classic."@en ;
   schema:description "Annotation"@en ;
   schema:exampleOfWork <http://worldcat.org/entity/work/id/4169904814> ;
   schema:genre "Electronic books"@en ;
   schema:inLanguage "en" ;
   schema:isSimilarTo <http://worldcat.org/entity/work/data/4169904814#CreativeWork/mastering_salesforce_crm_administration> ;
   schema:name "Mastering Salesforce CRM Administration."@en ;
   schema:productID "980739161" ;
   schema:publication <http://www.worldcat.org/title/-/oclc/980739161#PublicationEvent/packt_publishing_2017> ;
   schema:publisher <http://experiment.worldcat.org/entity/work/data/4169904814#Agent/packt_publishing> ; # Packt Publishing
   schema:url <http://public.ebookcentral.proquest.com/choice/publicfullrecord.aspx?p=4832176> ;
   schema:url <http://proquest.safaribooksonline.com/9781786463180> ;
   schema:url <http://www.myilibrary.com?id=1003303> ;
   schema:url <http://public.eblib.com/choice/publicfullrecord.aspx?p=4832176> ;
   schema:workExample <http://worldcat.org/isbn/9781786460769> ;
   wdrs:describedby <http://www.worldcat.org/title/-/oclc/980739161> ;
    .


Related Entities

<http://experiment.worldcat.org/entity/work/data/4169904814#Agent/packt_publishing> # Packt Publishing
    a bgn:Agent ;
   schema:name "Packt Publishing" ;
    .

<http://experiment.worldcat.org/entity/work/data/4169904814#Person/gupta_rakesh> # Rakesh Gupta
    a schema:Person ;
   schema:familyName "Gupta" ;
   schema:givenName "Rakesh" ;
   schema:name "Rakesh Gupta" ;
    .

<http://worldcat.org/entity/work/data/4169904814#CreativeWork/mastering_salesforce_crm_administration>
    a schema:CreativeWork ;
   rdfs:label "Mastering Salesforce CRM Administration." ;
   schema:description "Print version:" ;
   schema:isSimilarTo <http://www.worldcat.org/oclc/980739161> ; # Mastering Salesforce CRM Administration.
    .

<http://worldcat.org/isbn/9781786460769>
    a schema:ProductModel ;
   schema:isbn "1786460769" ;
   schema:isbn "9781786460769" ;
    .


Content-negotiable representations

Close Window

Please sign in to WorldCat 

Don't have an account? You can easily create a free account.