Preface

Salesforce.com is one of the fastest-growing and demanding technologies at the moment. Mastering Salesforce CRM Administration is a hands-on guide helping Salesforce newbies (who have a basic knowledge of Salesforce), new or experienced Salesforce administrators, and developers who want to take their knowledge to the next level to become a Salesforce certified advanced administrator. As you go through the content, you will notice that this book focuses on real-world examples. This book builds upon these examples to help you understand and use the features of the Salesforce.com platform.

This book is all about mastering the Salesforce admin part, taking your skills as an administrator or developer and tuning them for the unique features of the Salesforce platform. We'll discuss the most complex topics in this book, such as territory management, forecasting, quota, knowledge base, and more. It's going to be awesome. So, let's get started!

What this book covers

Chapter 1, A Deep Dive into the Salesforce Lightning Experience, describes what Lightning Experience is and how it will help sales and support reps to improve their selling experience. Later, we will discuss the basic concepts of Salesforce that will help you understand the next few chapters.

Chapter 2, Security Settings in Salesforce, describes the concepts of multi currency, followed by the basics of Salesforce platform security and then goes through the various security aspects of Salesforce. At the end of the chapter, you will find key points to remember and a quiz for practice.

Chapter 3, Territory Management, gives you an understanding of Territory Management with real-time examples. Then, we will take the discussion ahead and discuss how its impact on your current record sharing. This is one of the key chapters in this book. At the end of the chapter, you will find key points to remember and a quiz for practice.

Chapter 4, Extending Salesforce with Custom Objects and Applications, gives the understanding of how an organization uses custom objects and applications to customize Salesforce CRM as per their business needs. At the end of the chapter, you will find key points to remember and a quiz for practice.

Chapter 5, Getting More Value from Sales Cloud, describes the Sales Cloud core concepts in Salesforce, including product, price books, quote, and forecasting management. At the end of the chapter, you will find key points to remember and a quiz for practice.

Chapter 6, Increasing Service Agent Productivity by Using Service Cloud, describes the Service Cloud core concepts in Salesforce, including case management, entitlement management, and knowledge management.At the end of the chapter, you will find key points to remember and a quiz for practice.

Chapter 7, Optimizing Business Processes with Visual Workflow and Approval Processes, gives a basic knowledge of the Salesforce Visual Workflow and approval process. We will pick up a few business examples and see how to use a flow instead of Apex code to solve it, and we will also discuss the benefits of using Salesforce Visual Workflow. We will also have an overview of the Flow canvas and its elements. At the end of the chapter, you will find key points to remember.

Chapter 8, Automating Complex Business Processes, enables you to gain a complete understanding of the Process Builder designer and all available actions inside it.At the end of the chapter, you will find key points to remember.

Chapter 9, Analyzing Productivity with Reports and Dashboards, describes the concepts of report and dashboard in Salesforce. Salesforce reports and dashboards help analyze the information captured in CRM, so it can help in making informed business decisions.At the end of the chapter, you will find key points to remember and a quiz for practice.

Chapter 10, E-mail and Mobile Administration, helps you understand how you can enable Salesforce1 for limited users, access SalesforceA, and use Chatter action.At the end of the chapter, you will find key points to remember.

Chapter 11, Different Ways of Deploying an Application between Environments, gives you a brief knowledge of the various ways of deploying metadata components in between environments. At the end of the chapter, you will find key points to remember.

Chapter 12, Basics of Apex and Visualforce Page, gives you a basic knowledge of Apex and Visualforce page architecture, including MVC pattern and Apex Data types, and so on. At the end of the chapter, you will find key points to remember.

What you need for this book

All you need to get the most out of this book is your brain, your computer with a modern web browser, and a free Salesforce developer org. You can sign up for a free developer org at https://developer.salesforce.com/signup.

Who this book is for

This book is aimed for anyone who has a basic knowledge of Salesforce and wants to take their knowledge to the next level to become a Salesforce certified advanced administrator. This book will not only help you clear Salesforce certified advanced administrator exam but also help you understand advanced concepts of Salesforce, such as territory management, forecasting, quota, knowledge base, entitlement process, deploying metadata components through Force.com Migration Tool, and more.

Conventions

In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "The next step is to edit build.properties file."

A block of code is set as follows:

[default]
exten => s,1,Dial(Zap/1|30)
exten => s,2,Voicemail(u100)

Any command-line input or output is written as follows:

    ant –version

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "Once done, click on Activate."

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

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Questions

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