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Salesforce.com customization handbook: Customize Salesforce to automate your business requirements

Salesforce.com customization handbook: Customize Salesforce to automate your business requirements


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About the Book

Key Features Book DescriptionIf you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.What you will learn Understand the basic architecture of the Salesforce.com platform and improve collaboration in the organization Manage users in the Salesforce organization and customize the company profile Secure the data within an organization Control email and domain management for your organization Use the Sales Cloud and the Service Cloud to streamline sales, support processes, and automate your business requirements Learn data management in Salesforce Understand the concepts of analytics in Salesforce, and build reports and dashboards on existing data Connect with employees around the globe using Salesforce Chatter and apps from AppExchange Who this book is for

Table of Contents:
Table of Contents

  1. Introducing Salesforce CRM
  2. User management and Organisation administration
  3. Make your Salesforce data Secure ? Security setting in Salesforce
  4. Domain management, Email administration and Google apps setting
  5. CRM functions and streamline business requirements
  6. Automation of business process
  7. Concepts of Data Management
  8. Report and Dashboard in Salesforce
  9. Chatter Configuration
  10. Mobile Administration
  11. Setting up Deployment Processes
  12. AppExchange ? Extend Salesforce functionality


About the Author :
Rakesh Gupta is best known as an automation champion in the Salesforce ecosystem. He has written over 150 articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts in the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. Currently, Rakesh is working as a Salesforce solution architect consultant. Sagar Pareek is a Salesforce enthusiast, blogger, author, and Salesforce certified Force.com developer. He is from Bikaner, Rajasthan, and currently lives in Gurgaon,Haryana. He has been working on the Force.com platform since 2012, from his college days.He currently works for CEB ( The Corporate Executive Board Company) as SFDC Developer prior to that he worked for Astrea IT Services Pvt. Ltd., Noida as a Salesforce developer and intern at Acme Embedded Technologies Pvt. Ltd., Bikaner. He was featured by Salesforce in a webinar (Boost Your Career: Get Cloud-Trained and Certified). He won a prize in the Salesforce New Year Resolution 2013 challenge. He actively participates in the Salesforce discussion platforms such as user groups and organizing workshops. He leads the India Salesforce student developer user group and is the co-leader of the Navi Mumbai Salesforce developer user group. You can follow him on his blog at http://forceexperiment.wordpress.com. He holds a Bachelor of Technology degree in Computer Science and Engineering from Rajasthan Technical University and is an alumnus of Manda Institute of Technology, Bikaner. He spends his spare time with his family and friends and exploring Force.com. He is the co-author of Developing Applications with Salesforce Chatter, Packt Publishing. You can connect with him on Twitter @Sagarjaipareek.


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Product Details
  • ISBN-13: 9781849685993
  • Publisher: Packt Publishing Limited
  • Publisher Imprint: Packt Publishing Limited
  • Language: English
  • Sub Title: Customize Salesforce to automate your business requirements
  • ISBN-10: 1849685991
  • Publisher Date: 12 Sep 2014
  • Binding: Digital (delivered electronically)
  • No of Pages: 454


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Salesforce.com customization handbook: Customize Salesforce to automate your business requirements
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