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 5. Getting More Value from Sales Cloud

In the previous chapters, we discussed the basic concepts of objects and fields. We also talked about the different types of relationships in Salesforce. We have gone through the process for setting up Lightning apps, Lightning record pages, validation rules, and duplicate management in Salesforce. In this chapter, we will describe Sales Cloud features in detail, such as account management, opportunity management, quote management, and so on. In addition to this, we will also look at the way of setting up forecasting in your Salesforce org. The following topics will be covered in this chapter:

  • Account management

  • Contact management

  • Manage products and price books

  • Opportunity management

  • Quote management

  • Collaborative forecasting

Sales Cloud is a product designed to automate business sales processes. By implementing Sales Cloud, you can boost your sales reps' productivity by allowing them to manage customers in a faster and simpler way. It includes all...