Have a personal or library account? Click to login
Mastering Salesforce CRM Administration Cover

Mastering Salesforce CRM Administration

An Advanced Administration Certification Handbook

Paid access
|Sep 2025
Product purchase options

Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration

Key Features

  • Build your skills and knowledge to crack the Advanced Admin Certification Examination
  • Leverage the advanced administration capabilities of Salesforce and Salesforce1
  • Optimize and extend Sales Cloud and Service Cloud applications

Book Description

The 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 organization’s 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 learn

  • Adopt Lightning Experience to improve the productivity of your organization's sales team
  • Create and maintain service entitlements and entitlement processes
  • Process Builder basic and advanced concepts
  • Different ways to deploy applications between environments
  • Best practices for improving and enriching data quality

Who this book is for

This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization.

Table of Contents

  1. A Deep Dive into the Salesforce Lightning Experience
  2. Security Settings in Salesforce
  3. Territory Management
  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
  9. Analyzing Productivity with Reports and Dashboards
  10. E-mail and Mobile Administration
  11. Different Ways of Deploying an Application between Environments
  12. Basics of Apex and Visualforce Page
PDF ISBN: 978-1-78646-076-9
Publisher: Packt Publishing Limited
Copyright owner: © 2017 Packt Publishing Limited
Publication date: 2025
Language: English
Pages: 412