- Mastering Salesforce CRM Administration
- Mastering Salesforce CRM Administration
- Credits
- Foreword
- About the Author
- About the Reviewers
- www.PacktPub.com
- Customer Feedback
- Preface
- 1. A Deep Dive into the Salesforce Lightning Experience
- Getting started with Lightning Experience
- Salesforce Lightning Editions
- Creating a Salesforce developer account
- Enabling the Lightning Experience for users
- The Lightning Experience for end users
- Types of objects and fields in Salesforce
- Types of relationship in Salesforce
- A few points to remember
- Test your knowledge
- Summary
- 2. Security Settings in Salesforce
- 3. Territory Management
- Introduction to Territory Management
- Difference between role hierarchy and territory hierarchy
- Difference between Territory Management and Enterprise Territory Management
- Enterprise Territory Management key concepts
- Configuring Enterprise Territory Management
- Enabling Enterprise Territory Management
- Building a territory model
- Using Chatter to collaborate with territory models
- Activating a territory model
- Running the Opportunity Territory Assignment filter
- Manually excluding an opportunity from filter-based territory assignment
- A few points to remember
- Test your knowledge
- Summary
- 4. Extending Salesforce with Custom Objects and Applications
- 5. Getting More Value from Sales Cloud
- 6. Increasing Service Agent Productivity by Using Service Cloud
- 7. Optimizing Business Processes with Visual Workflow and Approval Processes
- 8. Automating Complex Business Processes
- Process Builder overview
- Difference between Process Builder and other tools
- Creating applications with Process Builder
- Time-dependent actions from Process Builder
- A few points to remember
- Summary
- 9. Analyzing Productivity with Reports and Dashboards
- 10. E-mail and Mobile Administration
- Deliverability
- Compliance BCC e-mail
- E-mail to Salesforce
- Overview of the SalesforceA mobile application
- Overview of the Salesforce Authenticator application
- Overview of the Salesforce1 mobile application
- Features of the Salesforce1 mobile application
- Installing the Salesforce1 mobile application
- Enabling Salesforce1 for a mobile browser
- Controlling which users can use the Salesforce1 application
- Logging in to a Salesforce1 application
- Branding of the Salesforce1 application
- Enabling offline access for Salesforce1
- A few points to remember
- Test your knowledge
- Summary
- 11. Different Ways of Deploying an Application between Environments
- 12. Basics of Apex and Visualforce Page
To get started with the given topics in this book, it is recommended to use a Salesforce developer account. Using Salesforce production instance is not essential for practicing. You can use the Salesforce sandbox or developer account to practice on the examples covered in this book.
If you currently do not have your developer account, you can create a new Salesforce developer account. The Salesforce developer account is completely free and can be used to practice newly learned concepts, but you cannot use this for commercial purposes. To create a Salesforce developer account follow these steps:
- Visit the website http://developer.force.com/ .
- Click on the Sign Up button.
- It will open a sign up page; fill it out to create one for you. The signup page will look like the following screenshot:
- Once you register for the developer account, Salesforce.com will send you login details on the e-mail ID you have provided during the registration.
By following the instructions in the e-mail, you are ready to get started with Salesforce.
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