Customization Handbook

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9781849685986: Customization Handbook

Customize Salesforce to automate your business requirements

About This Book

  • Learn the concepts of 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 No previous experience in computer coding or programming is required.

What You Will Learn

  • Understand the basic architecture of the 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 has contributed in bringing about a social revolution to the Internet era. 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 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.

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About the Author:

Rakesh Gupta

Rakesh Gupta is a Salesforce MVP, evangelist, trainer, blogger, and an independent Salesforce consultant. He is from Katihar, Bihar, and lives in Mumbai. He has been working on the platform since 2011. Currently, he is working as a Salesforce consultant and is a regular contributor to the Salesforce Success Community. He is the co-author of Developing Applications with Salesforce Chatter, Packt Publishing, and he is also a technical reviewer of Learning Application Development, Packt Publishing. He is very passionate about and shares information through various channels, including his blog at He has trained almost 150 professionals around the globe and handled corporate trainings. He has 5x certifications in Salesforce. He works on all the aspects of Salesforce and is an expert in data migration, integration, configuration, and customization. He is the leader of the Navi Mumbai and Nashik developer user groups in India. He is also the initiator of the Mumbai Salesforce user group. He organizes Meetups at regular intervals for the groups he is part of. He can be reached at, or you can follow him on Twitter @rakeshistom.

Sagar Pareek

Sagar Pareek is a Salesforce enthusiast, blogger, author, and Salesforce certified developer. He is from Bikaner, Rajasthan, and currently lives in Noida. He has been working on the platform since 2012, from his college days. Since 2013, he is working for Astrea IT Services Pvt. Ltd., Noida as a Salesforce developer. Prior to that, he worked as a PHP and Java 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 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 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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