Salesforce.com Customization Handbook

Customize Salesforce to automate your business requirements

About This Book

• Learn the concepts of Salesforce.com to automate business processes
• Streamline your sales process and improve collaboration in your organization
• A step-by-step approach to online course design to make your business more reliable and productive

Who This Book Is For

If 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 e-mail 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

In Detail

Salesforce.com has contributed in bringing about a social revolution to the Internet era. Salesforce.com provides you with the power of cloud computing, enabling you to quickly build enterprise apps in a cloud.

This is a step-by-step guide to automating your business requirements or streamlining your sales process using Salesforce CRM. This book covers many topics from the Spring '14 and Summer '14 releases and is also helpful for those who are preparing for the Salesforce.com admin certification exam (ADM 201). The book starts with an introduction to Salesforce CRM and its products. Then, it covers its user experience management, data security aspects, e-mail administration, and discusses various ways that can be adopted to streamline business processes. By the end of this book, you will be able to customize Salesforce and manage Salesforce-related data in your organization.