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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 /
About This BookSee the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRMThis is a pragmatic guide to the key functions of customizing and setting up the application for enterprise se...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England :
Packt Publishing,
2016.
|
| Edición: | Fourth edition. |
| Temas: | |
| Acceso en línea: | Texto completo Texto completo |
MARC
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| 100 | 1 | |a Goodey, Paul, |e author. | |
| 245 | 1 | 0 | |a Salesforce CRM - the definitive admin handbook : |b learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques / |c Paul Goodey. |
| 250 | |a Fourth edition. | ||
| 264 | 1 | |a Birmingham, England : |b Packt Publishing, |c 2016. | |
| 264 | 4 | |c Ã2016 | |
| 300 | |a 1 online resource | ||
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| 500 | |a Includes index. | ||
| 505 | 0 | |a 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? | |
| 505 | 8 | |a Computer activation processUser 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. | |
| 505 | 8 | |a User interface and supported browsersUser interface; 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. | |
| 505 | 8 | |a Enable Salesforce Notification BannerDisable 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. | |
| 505 | 8 | |a Enable Enhanced Profile List ViewsThe 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. | |
| 520 | |a About This BookSee the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRMThis 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 featuresStep-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the applicationIdentify what is covered to create your own improved study guide for the certified administrator examinationWho 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 LearnManage and administer user records and password policiesConfigure and control the various organization-wide user interface features in Salesforce CRMSet up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanismsApply organization securityUnderstand the capabilities of the Salesforce CRM sharing modelCreate, delete, and customize fields, page layout, and list views for custom and standard objectsFind out how Apex and Visualforce coding can be used in Salesforce CRMImplement the mechanisms for data managementDiscover the tools to import, update, transfer, and mass delete dataIn 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. | ||
| 520 | 8 | |a 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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