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Salesforce CRM Admin Cookbook, by Paul Goodey
Ebook Download Salesforce CRM Admin Cookbook, by Paul Goodey
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In Detail
Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. It is a proven system which helps to manage large volumes of information across an organization and also improves communication between departments for exceptional customer service. The CRM application is available for the management of sales projections and orders, marketing plans, knowledge management, service and support, partner relationships, and data analytics. The application greatly enhances a company’s sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book which focuses on the administrative aspect of Salesforce CRM."Salesforce CRM Admin Cookbook" enables you to instantly extend and unleash the power of Salesforce CRM. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features or are looking for ideas for advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes.This book provides practical, step-by-step instructions that cover the use of hidden features, advanced user interface techniques, solutions for process automation, and data and systems integration in detail.This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that cover data quality and automation, approval and workflow processing, solutions to increase productivity, and the integration of Salesforce CRM with external tools and applications, such as Google and Microsoft Outlook."Salesforce CRM Admin Cookbook' provides practical, step-by-step instructions to deliver enhanced functionality and extend the power of Salesforce CRM.
Approach
This book is written in a Cookbook-style format and provides you with immediately useable recipes that extend the functionality of Salesforce CRM and solves real-world problems encountered within the Salesforce CRM application.
The recipes in this Cookbook contain proven, step-by-step instructions along with detailed screenshots.
This Cookbook has been designed so that you can read it chapter by chapter, starting with recipes that provide enhancements to the user interface, and finishing with recipes that cover data and systems integration. You can also refer to the list of recipes and choose to access them in no particular order. Either method allows you to rapidly implement solutions in your organization that extend and enhance the functionality of Salesforce CRM for your users.
Who this book is for
This book is for Salesforce administrators and developers who want to quickly incorporate enhanced functionality and extend the power of Salesforce CRM.
Whether you are a Salesforce novice or a more experienced administrator, this book provides practical, step-by-step instructions in the use of hidden features, advanced user interface techniques, and solutions for process automation, plus data and systems integration. Not only are standard Salesforce CRM features covered, such as workflow and approval processes, validation rules, and formula fields, but you will also be exposed to further technologies that include HTML, Javascript, CSS, Apex, and Visualforce.
- Sales Rank: #989941 in eBooks
- Published on: 2013-03-26
- Released on: 2013-03-26
- Format: Kindle eBook
About the Author
Paul Goodey
Paul Goodey is the author of Salesforce CRM: The Definitive Admin Handbook by Packt Publishing.
He has over 15 years of experience in developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006.
Paul has enjoyed a variety of roles while working with Salesforce CRM, having worked as a System Administrator, Developer, Business Analyst and Consultant to provide solutions for both in-house and consultancy-based end users.
Based in the UK, near London, Paul's professional qualifications include Salesforce.com Certified Developer DEV-401. In his spare time, he is a keen runner, having run several marathons and half-marathons since 2001.
Paul is a keen and active member of the salesforce.com administrator and developer online community and can be found at LinkedIn at http://www.linkedin.com/in/paulgoodey.
Most helpful customer reviews
2 of 2 people found the following review helpful.
Another awesome book from Paul Goodey
By Trevor Lobel
Paul's first book is a must have for all Salesforce administrators and he has come up with an awesome concept in this book. Using "recipes" for normally undocumented Salesforce tweaks and improvements, Paul delivers another must have easy to read and easy to follow book for everyone who works extensively with Salesforce. A very important and valuable addition to my Salesforce library.
I would love to see Paul doing a book for those preparing for Salesforce certification. His broad knowledge and ability to share that knowledge in a clear, concise and uncluttered manner will guarantee another best seller.
0 of 0 people found the following review helpful.
good support for administrators
By W Boudville
This second edition documents how Salesforce CRM provides extensive support to a sysadmin or manager who runs a group of salespersons. Though upon reflection, the contents of the book are perhaps more geared towards a sysadmin who reports to the manager.
There are useful features, like Organisation wide sharing defaults (OWDs). These let you easily define default levels of access to documents. So you can minimise manual configurations if the sales group increases, or if the accounts or other data they use increase over time. Essentially, it defines what the text calls incisively the baseline access to data that the user does not own. Granted, if your background is in unix or linux administration, this harks back to the concept of a group in unix. The software gives a GUI-level easy way to configure the OWDs.
We also see some data analytics. There is a report generator and dashboards are available. The types of reports are numerous. Templates of commonly expected types have been implemented. But for more customised needs, the book describes what are termed custom report types, as opposed to the standard report types. Perhaps a lengthier discussion on how to make the custom types would have been good. I suspect that here is where the needs of some will gravitate.
As for dashboards, there is a menu driven approach to letting you pick component types - basically these involve common types of graphs, like pie, line or vertical bars. You can easily tinker with your choices to see which looks best.
The book ends with Visualforce, which is a framework for more customisation of Salesforce. Here is possibly a jumping off point to a sequel, just on Visualforce.
1 of 2 people found the following review helpful.
Great book for any Salesforce Admin
By Chris Whitehead
This is a great book for any Salesforce Admin. Paul Goodey hit the nail on the head by providing a book with "recipes" for Salesforce Admins to be more effective. The "recipes" are great. What I loved about this book more than anything else was that it got my mind thinking on how to expand these "recipes". Overall a great book that I would recommend to all my Salesforce friends.
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