Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Chapter 10. E-mail and Mobile Administration

In the previous chapter, we went through various reports and dashboard concepts. We discussed different report types, ways to create custom report types, and how to create a dynamic dashboard. We followed this up with concepts such as dashboard filters and reporting snapshot. In this chapter, we will start a discussion on the key concepts of e-mail administration, such as deliverability, to make sure that a company or individual's e-mails reach the target audience. In addition to this, we will look at methods to configure compliance BCC e-mail address in your Salesforce organization. We will also cover the various mobile applications offered by Salesforce Inc. so you could learn how to better manage your Salesforce system. Finally, we will discuss ways of configuring these apps for your internal users. The following topics will be covered in this chapter:

  • Deliverability

  • Compliance BCC e-mail

  • E-mail to Salesforce

  • Overview of a SalesforceA application...