Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Paul Goodey
- 出版商: Packt Publishing
- 出版日期: 2016-12-21
- 售價: $2,500
- 貴賓價: 9.5 折 $2,375
- 語言: 英文
- 頁數: 667
- 裝訂: Paperback
- ISBN: 1786468964
- ISBN-13: 9781786468963
海外代購書籍(需單獨結帳)
商品描述
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 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.
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.
商品描述(中文翻譯)
學習如何成功管理、建構和管理 Salesforce CRM 及 Salesforce 行動解決方案,使用實際案例和最佳實踐技術。
關於本書
- 了解最新的 Salesforce 管理最佳實踐原則,獲得實際建議,並理解設置和自訂 Salesforce CRM 的關鍵設計考量。
- 這是一本務實的指南,涵蓋自訂和設置應用程式的關鍵功能,包括企業安全性、用戶和數據管理、流程自動化、分析及行動功能。
- 提供逐步導航和 Salesforce CRM 平台功能的描述,並清楚指導應用程式的自訂和管理。
- 確認涵蓋的內容,以便為認證管理員考試創建自己的改進學習指南。
本書適合誰
本書適合希望在配置和系統管理方面發展和加強 Salesforce CRM 技能的管理員。無論您是新手管理員還是更有經驗的專業人士,本書都將增強您對 Salesforce CRM 功能的知識和理解。
您將學到什麼
- 管理和管理用戶記錄及密碼政策。
- 配置和控制 Salesforce CRM 中各種組織範圍的用戶介面功能。
- 設置和維護用戶、配置文件和權限集,並管理適當的安全性和登錄訪問機制。
- 應用組織安全性。
- 理解 Salesforce CRM 共享模型的能力。
- 創建、刪除和自訂自定義和標準對象的字段、頁面佈局和列表視圖。
- 瞭解 Apex 和 Visualforce 編碼如何在 Salesforce CRM 中使用。
- 實施數據管理機制。
- 發現導入、更新、轉移和批量刪除數據的工具。
詳細內容
Salesforce CRM 的 Winter ’17 版本提供了一系列新功能,旨在轉變您的銷售和行銷需求。這本全面的 Salesforce CRM 實施指南,讓各級管理員都能輕鬆獲得平台的深入知識。本書首先指導您設置用戶和安全設置,然後進入配置、數據管理和數據分析。我們迅速轉向設置影響應用程式外觀和感受的組織範圍功能。接下來涵蓋流程自動化和批准機制,以及 Sales Cloud、Service Cloud、Marketing Cloud 和 Salesforce Chatter 的功能區域。本書以實用的方式詳細介紹 Salesforce CRM 系統管理,對於新管理員和經驗豐富的專業人士來說都是一個寶貴的參考。
在本書的最後,涵蓋了進一步增強系統和改善 Salesforce 行動應用程式及行動管理的投資回報的技術,以及 Salesforce Adoption Manager。每一章都附有一個包含您可能在認證考試中遇到的問題範例的部分。
風格與方法
本書採取直接、實事求是的方式來處理 Salesforce CRM 平台。書中充滿了範例和使用案例,提供事實、經驗豐富的建議和實際範例,以確保您擁有成為更具知識的 Salesforce 管理員所需的所有資源。