Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Marketing administration


Marketing administration in Salesforce CRM provides closed-loop marketing automation from within the marketing app that can be accessed from App Menu in the top-right corner of the Salesforce CRM screen.

Marketing administration enables integrated marketing functions such as campaign management, lead management, reporting and analysis, response tracking, and campaign effectiveness, and it allows users from various departments to centrally access marketing activity.

By default, the marketing administration features provide some level of read-only access to all users. However, to create, edit, and delete campaigns and carry out advanced campaign and lead management functions, users must have the Marketing User license set on their user record, as shown next:

Note

The Marketing User license is available as the standard for organizations with the Enterprise or Unlimited editions and can be applied to any active user.

The following key features are available within Salesforce...