Salesforce CRM：The Definitive Admin Handbook（Third Edition）
Paul Goodey更新时间：2021-08-06 19:12:36
最新章节：Indexcoverpage
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Support files eBooks discount offers and more
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Chapter 1. Organization Administration
The Salesforce setup menu
User login and authorization
Establishing your company profile within Salesforce
User interface and supported browsers
Search overview
Summary
Chapter 2. User Management in Salesforce CRM
An introduction to record ownership profiles and sharing
Managing users in Salesforce CRM
Viewing and editing user information
Freezing user accounts
Password management
Password policies
Forgot Password / Locked Account Assistance
API Only User Settings
Session management
Session timeout
Session settings
Login page caching and autocomplete
Identity confirmation
Clickjack protection
Cross-Site Request Forgery (CSRF) Protection
Session Security Levels
A how-to guide to help users grant login access to you
Summary
Chapter 3. Configuration in Salesforce CRM
The relationship between a profile and the features that it controls
Objects
Fields
Object relationships
Apps
Tabs
Renaming labels for standard tabs standard objects and standard fields
Creating custom objects
Object Limits
Creating custom object relationships
Creating custom fields
Dependent picklists
Building relationship fields
Lookup relationship options
Master-detail relationship options
Lookup filters
Building formulas
Basic formula
Advanced formula
Building formulas – best practices
Building formula text and compiled character size limits
Custom field governance
Page layouts
Record types
Related lists
List views
Summary
Chapter 4. Data Management
The data access security model
Organization-Wide Defaults (OWDs) for sharing
Role hierarchy
Organization-Wide Defaults and sharing rules
Sharing rules
Data validation
An overview of data import and export utilities
Data Loader
Best practices for mass data updating
Weekly export
Field sets
Folders
Recycle Bin
Data storage utilization
Summary
Chapter 5. Data Analytics with Reports and Dashboards
Reports
Groupings
Custom summary formulas
Bucket fields
Changing the report format
Dashboards
Summary
Chapter 6. Implementing Business Processes in Salesforce CRM
Workflow rules and the approval processes
Configuring workflow rules
Approval process
Configuring approval processes
Visual Workflow
Summary
Chapter 7. Salesforce CRM Functions
A functional overview of Salesforce CRM
Marketing administration
Salesforce automation
Service cloud
Salesforce Chatter
Summary
Chapter 8. Extending Salesforce CRM
Enterprise mash-ups in web applications
Mash-ups in Salesforce CRM
Server-side mash-ups
Introduction to Visualforce
Summary
Chapter 9. Best Practices for Enhancing Productivity
Salesforce AppExchange marketplace
Change management overview
User adoption
Summary
Chapter 10. Mobile Administration
Accessing Salesforce Mobile products
Salesforce mobile products' overview
Summary
Index
更新时间：2021-08-06 19:12:36