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Salesforce CRM: The Definitive Admin

Video Description

"Packt video courses are designed to cover the breadth of the topic in short, hands-on, task-based videos. Each course is divided into short manageable sections, so you can watch the whole thing or jump to the bit you need. The focus is on practical instructions and screencasts showing you how to get the job done. A practical guide for Salesforce administration, providing step-by-step instructions on different topics across the Salesforce CRM application. Each video provides clear and concise instructions for each topic, as well as providing common best practices and practical examples along the way. If you are a novice administrator who wants to improve your knowledge of Salesforce CRM Configuration and System administration, this video course is ideal for you. With topics ranging from simple tasks such as user administration, to more advanced topics such as object creation and workflow management, this video course provides vital information for administrators to configure Salesforce to their organization’s needs."

Table of Contents

  1. Chapter 1 : Organization Administration
    1. Set Up Your Company Profile 00:03:48
    2. User Interface Options 00:05:21
    3. Search Settings 00:03:06
    4. Currency Management 00:03:12
    5. Setting Up Fiscal Years within Your Organization 00:02:46
  2. Chapter 2 : Organization Administration
    1. Creating Users 00:06:40
    2. Creating Queues 00:04:19
    3. Setting Up Profiles and Profile Management 00:05:02
    4. Setting Up Role Hierarchy within the Organization 00:04:58
    5. Extending User Privileges with Permission Sets 00:05:15
  3. Chapter 3 : Organization Administration
    1. Creating Custom Fields 00:06:53
    2. Creating Record Types and Page Layouts 00:06:12
    3. Creating Custom Objects 00:08:21
    4. Creating Formula Fields 00:07:23
    5. Lookups and Master-Detail Relationships 00:07:54
  4. Chpater 4 : Data Management
    1. Defining Organization-Wide Defaults 00:05:59
    2. Extending Organization-Wide Defaults Using Sharing Rules 00:07:24
    3. Managing Data Visibility Using Field-Level Security 00:04:37
    4. Ensuring Data Quality Using Validation Rules 00:04:34
    5. Importing Data from Other Systems Using Apex Data Loader 00:06:23
  5. Chapter 5 : Data Analytics
    1. Creating Custom Reports 00:08:15
    2. Creating Custom Matrix Reports 00:05:14
    3. Creating Custom Report Types 00:05:14
    4. Creating Charts 00:05:05
    5. Creating Dashboards 00:06:16
  6. Chapter 6 : Implementing Business Processes in Salesforce CRM
    1. Creating Workflow Rules 00:07:30
    2. Creating Workflow Actions 00:07:34
    3. Standardizing E-mail Communications Using E-mail Templates 00:09:59
    4. Creating Time-Based Workflow Actions 00:05:26
    5. Creating Approval Processes 00:09:50
  7. Chapter 7 : Salesforce CRM Functions
    1. Creating Custom Sales Processes 00:06:34
    2. Managing Opportunities and Quotes 00:12:34
    3. Working with Campaigns and Campaign Members 00:10:07
    4. Creating Web-to-Lead Forms 00:10:53
    5. Managing Lead Conversion 00:09:16
  8. Chapter 8 : Extending Salesforce CRM
    1. Creating Custom Applications and Custom Tabs 00:12:36
    2. Enabling Customer Portals 00:13:46
    3. Installing Apps from AppExchange 00:08:17
    4. Customizing the Standard Home Page 00:06:52
    5. Setting up Chatter within Your Organization 00:11:02
  9. Chapter 9 : Best Practices for Enhancing Productivity
    1. Creating Custom Settings 00:07:30
    2. Using the Translation Workbench 00:05:07
    3. Deployment to Different Environments Using Packages 00:05:16
    4. Delegating System Administration Using Delegated Groups 00:05:08
    5. How to Create Future-Proof Validation and Workflow Rules 00:08:14