更新时间：2021-08-13 16:46:44
封面
版权信息
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
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
Chapter 5. Data Analytics with Reports and Dashboards
Reports
Dashboards
Chapter 6. Implementing Business Processes in Salesforce CRM
Workflow rules and approval processes
Configuring workflow rules
Approval process
Configuring approval processes
Visual Workflow
Chapter 7. Salesforce CRM Functions
Functional overview of Salesforce CRM
Marketing administration
Salesforce automation
Service cloud
Salesforce Chatter
Chapter 8. Extending Salesforce CRM
Enterprise mashups in web applications
Mashups in Salesforce CRM
Introduction to Visualforce
Chapter 9. Best Practices for Enhancing Productivity
Managed and unmanaged packages
External and third party tools
App security
Change management overview
User adoption
Index
