Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Chapter 9. Extending and Enhancing Salesforce CRM

In this chapter, we will look at how to extend and enhance the functionality within the Salesforce CRM application and how to move beyond the standard Salesforce Apps and features that we have looked at so far.

We will look at how additional functionality can be added to your Salesforce environment by using external applications from the AppExchange Marketplace to extend the capability of the core Salesforce CRM platform.

An overview of the technologies and techniques that allow advanced customization will be presented, which will help you gain an understanding of the features and considerations required to create web mashups in your Salesforce CRM applications.

You will discover how, with the use of platforms and technologies such as Visualforce, you can extend the core functionality of the application and leverage significant benefits for your organization, as well as how to enhance the system without the need for expensive IT development...