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Salesforce CRM : The Definitive Admin Handbook - Third Edition Cover

Salesforce CRM : The Definitive Admin Handbook - Third Edition

Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

Paid access
|Sep 2025
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Key Features

    Book Description

    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 novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.

    What you will learn

    • Configure and control the various organizationwide user interface features in Salesforce CRM
    • Set up and maintain a user and administer appropriate security and login access mechanisms
    • Apply organization security and understand the capabilities of the Salesforce CRM sharing model
    • Create, delete, and customize fields, page layouts, and list views for custom and standard objects
    • Implement the mechanisms for data management and discover the tools to import, update, transfer, and mass delete data

    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 novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.

    Table of Contents

    1. Organization Administration
    2. User Management in Salesforce CRM
    3. Configuration in Salesforce CRM
    4. Data Management
    5. Data Analytics with Reports and Dashboards
    6. Implementing Business Processes
    7. Salesforce CRM Functions
    8. Extending Salesforce CRM
    9. Best Practices for Enhancing Productivity
    10. Mobile Administration
    11. Preface
    PDF ISBN: 978-1-78439-148-5
    Publisher: Packt Publishing Limited
    Copyright owner: © 2015 Packt Publishing Limited
    Publication date: 2025
    Language: English
    Pages: 480