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Salesforce CRM：The Definitive Admin Handbook（Second Edition）
最新章節：
Index
ApracticalguidewhichwillhelptodiscoverhowtosetupandconfiguretheSalesforceCRMapplication.Itofferssolutionsandpracticalexamplesonhowtofurtherimproveandmaintainitsfunctionalitywithclearsystematicinstructions.Beinghighlyorganizedandcompact,thisbookcontainsdetailedinstructionswithscreenshots,diagrams,andtipsthatclearlydescribehowyoucanadministerandconfigurecomplexSalesforceCRMfunctionalitywithabsoluteease.ThisbookisforadministratorswhowanttodevelopandstrengthentheirSalesforceCRMskillsintheareasofconfigurationandsystemmanagement.Whetheryouareanoviceoramoreexperiencedadmin,thisbookaimstoenhanceyourknowledgeandunderstandingoftheSalesforceCRMplatformandbytheendofthebook,youshouldbereadytoadministerSalesforceCRMinareal-worldenvironment.
目錄(72章)
倒序
- 封面
- 版權信息
- Salesforce CRM: The Definitive Admin Handbook Second Edition
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- Chapter 1. Organization Administration
- User login and authorization
- Establishing your company profile within Salesforce
- User Interface
- Search overview
- Summary
- Chapter 2. User Management in Salesforce CRM
- Introduction to record ownership profiles and sharing
- Managing users in Salesforce CRM
- Chapter 3. Configuration in Salesforce CRM
- The relationship between a profile and the features that it controls
- Creating custom objects
- Creating custom fields
- Custom field governance
- Page layouts
- Record types
- Related lists
- List views
- Summary
- Chapter 4. Data Management
- Data access security model
- Organization-wide sharing defaults (OWD)
- Role hierarchy
- Organization-wide defaults and sharing rules
- Sharing rules
- Data validation
- Importing and exporting data
- Field sets
- Folders
- Recycle Bin
- Data storage utilization
- Summary
- Chapter 5. Data Analytics with Reports and Dashboards
- Reports
- Dashboards
- Summary
- Chapter 6. Implementing Business Processes in Salesforce CRM
- Workflow rules and approval processes
- Configuring workflow rules
- Approval process
- Configuring approval processes
- Visual Workflow
- Summary
- Chapter 7. Salesforce CRM Functions
- Functional overview of Salesforce CRM
- Marketing administration
- Salesforce automation
- Service cloud
- Salesforce Chatter
- Summary
- Chapter 8. Extending Salesforce CRM
- Enterprise mashups in web applications
- Mashups in Salesforce CRM
- Introduction to Visualforce
- Summary
- Chapter 9. Best Practices for Enhancing Productivity
- Managed and unmanaged packages
- External and third party tools
- App security
- Change management overview
- User adoption
- Summary
- Index 更新時間：2021-08-13 16:46:44
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