Mastering Salesforce CRM Administration by Rakesh Gupta
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Author:
Rakesh Gupta
Category:
Engineering & IT
ISBN:
9781786460769
Publisher:
Packt Publishing
File Size:
45.37 MB
(price excluding SST)
Synopsis
Key FeaturesBuild your skills and knowledge to crack the Advanced Admin Certification ExaminationLeverage the advanced administration capabilities of Salesforce and Salesforce1Optimize and extend Sales Cloud and Service Cloud applicationsBook DescriptionThe 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 organizations 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.What you will learnAdopt Lightning Experience to improve the productivity of your organizations sales teamCreate and maintain service entitlements and entitlement processesProcess Builder basic and advanced conceptsDifferent ways to deploy applications between environmentsBest practices for improving and enriching data qualityAbout the AuthorRakesh Gupta is a graduate of SRM University, Chennai, with a degree in information technology. He previously worked at iGate Computer System Ltd (now a part of Capgemini). He is a three-time Salesforce MVP, evangelist, Salesforce trainer, blogger, and is working as a Salesforce solution architect. He has been working on the platform of Salesforce.com for 6+ years. He is from Katihar, Bihar, and lives in Mumbai, India. He is the co-author of the books, Developing Applications with Salesforce Chatter and Salesforce.com Customization Handbook by Packt Publishing. He is the author of Learning Salesforce Visual Workflow and Learning Salesforce Visual Workflow and Process Builder - Second Edition by Packt Publishing. He is also the technical reviewer of Learning Force.com Application Development and Mastering Application Development with Force.com by Packt Publishing.Best known as an automation champion in the Salesforce ecosystem, as he has written over 100+ articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts from the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. He currently holds 9 certifications in Salesforce. He works on all the aspects of Salesforce and is an expert in data migration, process automation, configuration, customization, and integration. He is the leader of the Navi Mumbai and Nashik Salesforce developer user groups in India. He is also the initiator of the Mumbai Salesforce user group and the initiator of a biweekly online webinar, Automation Hour (http://www.automationhour.com). He is very passionate about Force.com and shares information through various channels, including Salesforce Success Community and his blog at http://www.automationchampion.com.You can follow him on Twitter at @rakeshistom / @automationchamp.Table of ContentsA Deep Dive into the Salesforce Lightning ExperienceSecurity Settings in SalesforceTerritory ManagementExtending Salesforce with Custom Objects and ApplicationsGetting More Value from Sales CloudIncreasing Service Agent Productivity by Using Service CloudOptimizing Business Processes with Visual Workflow and Approval ProcessesAutomating Complex Business ProcessesAnalyzing Productivity with Reports and DashboardsE-mail and Mobile AdministrationDifferent Ways of Deploying an Application between EnvironmentsBasics of Apex and Visualforce Page
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