on 15 September 2013
This second edition documents how Salesforce CRM provides extensive support to a sysadmin or manager who runs a group of salespersons. Though upon reflection, the contents of the book are perhaps more geared towards a sysadmin who reports to the manager.
There are useful features, like Organisation wide sharing defaults (OWDs). These let you easily define default levels of access to documents. So you can minimise manual configurations if the sales group increases, or if the accounts or other data they use increase over time. Essentially, it defines what the text calls incisively the baseline access to data that the user does not own. Granted, if your background is in unix or linux administration, this harks back to the concept of a group in unix. The software gives a GUI-level easy way to configure the OWDs.
We also see some data analytics. There is a report generator and dashboards are available. The types of reports are numerous. Templates of commonly expected types have been implemented. But for more customised needs, the book describes what are termed custom report types, as opposed to the standard report types. Perhaps a lengthier discussion on how to make the custom types would have been good. I suspect that here is where the needs of some will gravitate.
As for dashboards, there is a menu driven approach to letting you pick component types - basically these involve common types of graphs, like pie, line or vertical bars. You can easily tinker with your choices to see which looks best.
The book ends with Visualforce, which is a framework for more customisation of Salesforce. Here is possibly a jumping off point to a sequel, just on Visualforce.