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    Salesforce CRM: The Definitive Admin Handbook
    Salesforce CRM: The Definitive Admin Handbook
    Salesforce CRM: The Definitive Admin Handbook
    Ebook921 pages5 hours

    Salesforce CRM: The Definitive Admin Handbook

    By Paul Goodey

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    About this ebook

    In Detail

    Salesforce CRM: The Definitive Admin Handbook is the complete guide to implementing Salesforce CRM. Whether you are looking to enhance the core features or you have already started customizing your Salesforce CRM system and are looking for guidance on advanced features. This book will show you how to get maximum benefit from this exciting product.

    Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. The CRM application provides facilities to manage sales projections and orders, marketing plans, business process automation and collaboration, service and support, and data analytics. The application greatly enhances a company's sales performance, improves team work and collaboration, and provides a robust customer relationship management strategy for an organization.

    Salesforce CRM: The Definitive Admin Handbook has been updated for the Spring '13 release and gives you all the information you need to administer this powerful CRM application.

    The book begins with the setup of users and security settings and then progresses to configuration, data management, and data analytics. Finally, the book covers the ways in which the core platform can be further extended and enhanced.

    Focused on the needs of the enterprise, this book provides a solution-driven approach for both business and IT specialists to get the most from the Salesforce CRM application. It begins with setting up of organization-wide features that affect the look-and-feel of the application. We will then move on to data management, analytics, process automation and approval mechanisms are then covered, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. Finally, we will look into the methods used to further enhance the system and to improve the return on investment from the application.

    After reading Salesforce CRM: The Definitive Admin Handbook, you will feel comfortable with the administration features within Salesforce CRM and will have been presented with real-world scenarios to improve the setup and avoid some common pitfalls.

    Approach

    A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease.

    Who this book is for

    This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and by the end of the book, you should be ready to administer Salesforce CRM in a real-world environment.

    LanguageEnglish
    PublisherPackt Publishing
    Release dateJul 24, 2013
    ISBN9781782170532
    Salesforce CRM: The Definitive Admin Handbook
    Author

    Paul Goodey

    Paul Goodey is the author of Salesforce CRM Admin Cookbook 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.

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    Book preview

    Salesforce CRM - Paul Goodey

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    Chapter 1. Organization Administration

    Application security is always important, and even more so when the application is delivered across a public network, such as the Internet. Salesforce.com has developed various mechanisms to secure the platform and reduce the chances of unauthorized people accessing your company data. This chapter describes the way login attempts to the system are controlled and the features available to help you manage your users' access to the Salesforce CRM application.

    In this chapter, you will also look at establishing your company profile within Salesforce and how core information, such as the details that are provided when your company first signs up with Salesforce.com, can be managed.

    You will also be introduced to the settings available for organization-wide customizing of the application's user interface along with a detailed description of the searching facilities offered by the Salesforce CRM application.

    Throughout this chapter, notes and tips are provided that are intended to offer further guidance within the areas of functionality, and have been generated from the practical results and experience of Salesforce CRM system administration.

    In this chapter, we will cover:

    User login and authorization

    Company profile

    User Interface

    Search options

    To start, we will look at how users' login requests are verified and authorized by the Salesforce CRM application.

    User login and authorization

    Organizations have several methods of accessing the Salesforce CRM application. Access can be gained from either the user interface (using a web browser), the API (for example, using an integrated client application or the Apex Data Loader), a desktop client (for example, Salesforce for Outlook), or from a mobile client application.

    Whenever a login attempt is made to Salesforce using any of these preceding methods, the user's login request is authorized by the system using the following sequence of checks:

    Does the user's profile have any login restrictions?

    Does the user's IP address appear within the organization's trusted IP address list?

    Has the user been activated from this IP address before?

    Does the user's web browser have a valid browser cookie stored from Salesforce?

    If the user's login is from neither a trusted IP address nor a browser with a valid Salesforce cookie, the login is denied. To gain access to Salesforce, the user's identity must be confirmed by successfully completing the computer activation

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