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Mastering Salesforce CRM Administration
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Summary
ThisbookiswrittenforSalesforceadminswhoarelookingtogainanin-depthknowledgeoftheSalesforceplatformandgrowtheirvalueintheirorganization.Itwillteachthemtoimplementanddesignadvancedbusinessprocessautomationforthebenefitoftheirorganization.
最新章節(jié)
- Summary
- Test your knowledge
- A few points to remember
- Introducing a Visualforce page
- Introducing Apex
- Chapter 12. Basics of Apex and Visualforce Page
品牌：中圖公司
上架時間：2021-07-09 18:08:53
出版社：Packt Publishing
本書數(shù)字版權由中圖公司提供，并由其授權上海閱文信息技術有限公司制作發(fā)行
- Summary 更新時間：2021-07-09 18:53:42
- Test your knowledge
- A few points to remember
- Introducing a Visualforce page
- Introducing Apex
- Chapter 12. Basics of Apex and Visualforce Page
- Summary
- Test your knowledge
- A few points to remember
- Deploy using Force.com Migration Tool
- Deploying using packages
- Deploying using Force.com IDE
- Deploying using change sets
- Chapter 11. Different Ways of Deploying an Application between Environments
- Summary
- Test your knowledge
- A few points to remember
- Overview of the Salesforce1 mobile application
- Overview of the Salesforce Authenticator application
- Overview of the SalesforceA mobile application
- E-mail to Salesforce
- Compliance BCC e-mail
- Deliverability
- Chapter 10. E-mail and Mobile Administration
- Summary
- Test your knowledge
- A few points to remember
- Reporting snapshot
- Dashboard component and its types
- Categorizing report data with bucketing
- Different types of report formats
- Understanding report types
- Chapter 9. Analyzing Productivity with Reports and Dashboards
- Summary
- A few points to remember
- Time-dependent actions from Process Builder
- Creating applications with Process Builder
- Difference between Process Builder and other tools
- Process Builder overview
- Chapter 8. Automating Complex Business Processes
- Summary
- A few points to remember
- Approval process
- Creating a calculator to display the summation of two numbers
- Overview of Visual Workflow building blocks
- Overview of Cloud Flow Designer
- Overview of the Visual Workflow life cycle
- Benefits of Visual Workflow
- Business problems
- Chapter 7. Optimizing Business Processes with Visual Workflow and Approval Processes
- Summary
- Test your knowledge
- A few points to remember
- Live agent
- Knowledge management
- Entitlement management
- Escalation rule
- Case management
- Chapter 6. Increasing Service Agent Productivity by Using Service Cloud
- Summary
- Test your knowledge
- A few points to remember
- Collaborative forecasts
- Quote management
- Opportunity management
- Managing product and price books
- Contact management
- Account management
- Lead management
- Campaign management
- Chapter 5. Getting More Value from Sales Cloud
- Summary
- Test your knowledge
- A few points to remember
- Improving the data quality
- Creating Lightning record pages
- Creating Lightning apps
- Creating custom tabs
- Creating custom fields
- Creating custom objects
- Chapter 4. Extending Salesforce with Custom Objects and Applications
- Summary
- Test your knowledge
- A few points to remember
- Configuring Enterprise Territory Management
- Enterprise Territory Management key concepts
- Difference between Territory Management and Enterprise Territory Management
- Difference between role hierarchy and territory hierarchy
- Introduction to Territory Management
- Chapter 3. Territory Management
- Summary
- Test your knowledge
- A few points to remember
- Viewing Setup and Audit Trail
- Field-level security
- Permission sets
- Profiles
- Sharing rule
- Role hierarchy
- Secure organization data using OWD
- The fiscal year and its customization
- Company Information setup
- Chapter 2. Security Settings in Salesforce
- Summary
- Test your knowledge
- A few points to remember
- Types of relationship in Salesforce
- Types of objects and fields in Salesforce
- The Lightning Experience for end users
- Enabling the Lightning Experience for users
- Creating a Salesforce developer account
- Salesforce Lightning Editions
- Getting started with Lightning Experience
- Chapter 1. A Deep Dive into the Salesforce Lightning Experience
- Preface
- Customer Feedback
- www.PacktPub.com
- About the Reviewers
- About the Author
- Foreword
- Credits
- 版權信息
- 封面
- 封面
- 版權信息
- Credits
- Foreword
- About the Author
- About the Reviewers
- www.PacktPub.com
- Customer Feedback
- Preface
- Chapter 1. A Deep Dive into the Salesforce Lightning Experience
- Getting started with Lightning Experience
- Salesforce Lightning Editions
- Creating a Salesforce developer account
- Enabling the Lightning Experience for users
- The Lightning Experience for end users
- Types of objects and fields in Salesforce
- Types of relationship in Salesforce
- A few points to remember
- Test your knowledge
- Summary
- Chapter 2. Security Settings in Salesforce
- Company Information setup
- The fiscal year and its customization
- Secure organization data using OWD
- Role hierarchy
- Sharing rule
- Profiles
- Permission sets
- Field-level security
- Viewing Setup and Audit Trail
- A few points to remember
- Test your knowledge
- Summary
- Chapter 3. Territory Management
- Introduction to Territory Management
- Difference between role hierarchy and territory hierarchy
- Difference between Territory Management and Enterprise Territory Management
- Enterprise Territory Management key concepts
- Configuring Enterprise Territory Management
- A few points to remember
- Test your knowledge
- Summary
- Chapter 4. Extending Salesforce with Custom Objects and Applications
- Creating custom objects
- Creating custom fields
- Creating custom tabs
- Creating Lightning apps
- Creating Lightning record pages
- Improving the data quality
- A few points to remember
- Test your knowledge
- Summary
- Chapter 5. Getting More Value from Sales Cloud
- Campaign management
- Lead management
- Account management
- Contact management
- Managing product and price books
- Opportunity management
- Quote management
- Collaborative forecasts
- A few points to remember
- Test your knowledge
- Summary
- Chapter 6. Increasing Service Agent Productivity by Using Service Cloud
- Case management
- Escalation rule
- Entitlement management
- Knowledge management
- Live agent
- A few points to remember
- Test your knowledge
- Summary
- Chapter 7. Optimizing Business Processes with Visual Workflow and Approval Processes
- Business problems
- Benefits of Visual Workflow
- Overview of the Visual Workflow life cycle
- Overview of Cloud Flow Designer
- Overview of Visual Workflow building blocks
- Creating a calculator to display the summation of two numbers
- Approval process
- A few points to remember
- Summary
- Chapter 8. Automating Complex Business Processes
- Process Builder overview
- Difference between Process Builder and other tools
- Creating applications with Process Builder
- Time-dependent actions from Process Builder
- A few points to remember
- Summary
- Chapter 9. Analyzing Productivity with Reports and Dashboards
- Understanding report types
- Different types of report formats
- Categorizing report data with bucketing
- Dashboard component and its types
- Reporting snapshot
- A few points to remember
- Test your knowledge
- Summary
- Chapter 10. E-mail and Mobile Administration
- Deliverability
- Compliance BCC e-mail
- E-mail to Salesforce
- Overview of the SalesforceA mobile application
- Overview of the Salesforce Authenticator application
- Overview of the Salesforce1 mobile application
- A few points to remember
- Test your knowledge
- Summary
- Chapter 11. Different Ways of Deploying an Application between Environments
- Deploying using change sets
- Deploying using Force.com IDE
- Deploying using packages
- Deploy using Force.com Migration Tool
- A few points to remember
- Test your knowledge
- Summary
- Chapter 12. Basics of Apex and Visualforce Page
- Introducing Apex
- Introducing a Visualforce page
- A few points to remember
- Test your knowledge
- Summary 更新時間：2021-07-09 18:53:42
