[체험판] Salesforce CRM - The Definitive Admin Handbook 4E

▶Book Description
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.

▶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

▶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.

▶Style and approach
This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.

▶What this book covers
- Chapter 1, Setting up Salesforce CRM and the Organization Company profile, shows you how to set up the organization-wide settings that affect the look and feel of the system and provide access to features for all users within the organization.
- Chapter 2, Managing Users and Controlling System Access, describes how to manage and administer user records and password policies, and describes how profiles and permission sets affect the permissions of individual users.
- Chapter 3, Configuring Objects and Apps, covers the various methods to configure and tailor the system to suit the way information is used within the organization through the use of objects and fields as well as providing a look at custom field governance.
- Chapter 4, Securing Access to Data Access and Data Validation, looks in detail at the data access security models in Salesforce CRM and the multiple levels where data access and security can be applied at organization level, object level, field level, and record level.
- Chapter 5, Managing Data in Salesforce CRM, describes the features for improving data quality through the use of data validation rules and dependent fields and outlines the facilities that are available for importing and exporting data to and from Salesforce CRM.
- Chapter 6, Generating Data Analytics with Reports and Dashboards, discusses the analytics building blocks that are available within the Salesforce system and details the creation and use of reports and dashboards.
- Chapter 7, Implementing Business Processes in Salesforce CRM, looks at the features and functionality to automate business workflow and approval mechanisms to automate, improve quality, and generate high-value processes within your organization.
- Chapter 8, Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM, describes the core functional areas within Salesforce CRM, that enables Sales teams, Marketing teams, and Service teams to succeed and collaborate.
- Chapter 9, Extending and Enhancing Salesforce CRM, shows how the standard functionality in the system can be extended and enhanced and describes how advanced customization and additional functionality can be added internally and externally using third-party apps.
- Chapter 10, Administrating the Mobile Features of Salesforce CRM, looks at how mobile devices, which have become commonplace in both the personal and professional lives of users, can be used in Salesforce CRM and describes the mobile solution offerings provided by Salesforce.
- Chapter 11, Studying for the Certified Administrator Exam, describes the Salesforce Certified Administrator exam and looks at resources, such as the classroom based training course ADM-201, that are available to prepare for the exam and offers insight into the types of questions and suggested planning for the exam.