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Salesforce.com customization handbook Cover

Salesforce.com customization handbook

Customize Salesforce to automate your business requirements

Paid access
|Jan 2025
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Key Features

    Book Description

    If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.

    What you will learn

    • Understand the basic architecture of the Salesforce.com platform and improve collaboration in the organization
    • Manage users in the Salesforce organization and customize the company profile
    • Secure the data within an organization
    • Control email and domain management for your organization
    • Use the Sales Cloud and the Service Cloud to streamline sales, support processes, and automate your business requirements
    • Learn data management in Salesforce
    • Understand the concepts of analytics in Salesforce, and build reports and dashboards on existing data
    • Connect with employees around the globe using Salesforce Chatter and apps from AppExchange

    Who this book is for

    Table of Contents

    1. Introducing Salesforce CRM
    2. User management and Organisation administration
    3. Make your Salesforce data Secure ? Security setting in Salesforce
    4. Domain management, Email administration and Google apps setting
    5. CRM functions and streamline business requirements
    6. Automation of business process
    7. Concepts of Data Management
    8. Report and Dashboard in Salesforce
    9. Chatter Configuration
    10. Mobile Administration
    11. Setting up Deployment Processes
    12. AppExchange ? Extend Salesforce functionality
    PDF ISBN: 978-1-84968-599-3
    Publisher: Packt Publishing Limited
    Copyright owner: © 2014 Packt Publishing Limited
    Publication date: 2025
    Language: English
    Pages: 454
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