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

Salesforce Lightning Editions


With its Summer'16 release, Salesforce announced the Lightning Editions of Sales Cloud and Service Cloud. The Lightning Editions are a completely reimagined packaging of Sales Cloud and Service Cloud, which offer additional functionality to their customers and increased productivity with a relatively small increase in cost.

Sales Cloud Lightning Editions

Sales Cloud is a product designed to automate your sales process. By implementing this, an organization can boost its sales process. It includes Campaign, Lead, Account, ContactOpportunityReport, Dashboard, and many other features as well, which we will discuss in Chapter 5, Getting More Value from Sales Cloud. Salesforce offers various Sales Cloud editions, and as per business needs, an organization can buy any of these different editions, which are shown in the following image:

Let's take a closer look at the three Sales Cloud Lightning Editions:

  • Lightning Professional: This edition is for small and medium enterprises (SMEs). It is designed for business needs where a full-featured CRM functionality is required. It provides the CRM functionality for marketing, sales, and service automation. Professional Edition is a perfect fit for small- to mid-sized businesses. After the Summer'16 release, in this edition, you can create a limited number of processes, record types, roles, profiles, and permission sets. For each Lightning Professional Edition license, organizations have to pay USD 75 per month.

  • Lightning Enterprise: This edition is for businesses with large and complex business requirements. It includes all the features available in the Professional Edition, plus it provides advanced customization capabilities to automate business processes and web service API access for integration with other systems. Enterprise Editions also include processes, workflow, approval process, visual workflow, profile, page layout, and custom app development. In addition, organizations also get the Salesforce Identity feature with this edition. For each Lightning Enterprise Edition license, organizations have to pay USD 150 per month.

  • Lightning Unlimited: This edition includes all Salesforce.com features for an entire enterprise. It provides all the features of Enterprise Edition and a new level of Platform flexibility for managing and sharing all of their information on demand. The key features of Salesforce.com Unlimited Edition (in addition to Enterprise features) are premier support, full mobile access, and increased storage limits. It also includes Work.com, Service Cloud, knowledge base, live agent chat, multiple sandboxes and unlimited custom app development. For each Lightning Unlimited Edition license, organizations have to pay USD 300 per month.

Note

While purchasing Salesforce.com licenses, organizations have to negotiate with Salesforce to get the maximum number of sandboxes. Salesforce edition prices are subjective to change. Latest information would always available on salesforce official site. To know more about these license types, please visit the Salesforce website at https://www.salesforce.com/sales-cloud/pricing/ .

Service Cloud Lightning Editions

Service Cloud helps your organization to streamline the customer service process. Users can access it anytime, anywhere, and from any device. It will help your organization to close a case faster. Service agents can connect with customers through the agent console, meaning agents can interact with customers through multiple channels. Customer can also implement Omni-channel to route a customer case to qualified and available support agent. Service Cloud includes case management, computer telephony integration (CTI), Service Cloud console, knowledge base, Salesforce communities, Salesforce Private AppExchange, premier+ success plan, report, and dashboards, with many other analytics features. We will discuss more about Service Cloud in Chapter 6 , Increasing Service Agent Productivity by Using Service Cloud.

The various Service Cloud Lightning Editions are shown in the following image:

Let's take a closer look at the three Service Cloud Lightning Editions:

  • Lightning Professional: This edition is for SMEs. It provides CRM functionality for customer support through various channels. It is a perfect fit for small- to mid-sized businesses. It includes features, such as case management, CTI integration, mobile access, solution management, content library, reports, and analytics, along with sales features such as opportunity management and forecasting. After the Summer'16 release, in this edition, you can create a limited number of processes, record types, roles, profiles, and permission sets. For each Lightning Professional Edition license, organizations have to pay USD 75 per month.

  • Lightning Enterprise: This edition is for businesses with large and complex business requirements. It includes all the features available in the Professional edition, plus it provides advanced customization capabilities to automate business processes and web service API access for integration with other systems. It also includes Service console, Service contract and entitlement management, workflow, visual workflow, approval process, web chat, offline access, and knowledge base. Organizations get Salesforce Identity feature with this edition. For each Lightning Enterprise Edition license, organizations have to pay USD 150 per month.

  • Lightning Unlimited: This edition includes all Salesforce.com features for an entire enterprise. It provides all the features of Enterprise Edition and a new level of platform flexibility for managing and sharing all of their information on demand. The key features of Salesforce.com Unlimited edition (in addition to the Enterprise features) are premier support, full mobile access, unlimited custom apps, and increased storage limits. It also includes Work.com, Service Cloud, knowledge base, live agent chat, multiple sandboxes, and unlimited custom app development. For each Lightning Unlimited Edition license, organizations have to pay USD 300 per month.

Note

While purchasing the licenses, organizations have to negotiate with Salesforce to get the maximum number of sandboxes. Salesforce edition prices are subjective to change. Latest information would always available on Salesforce official site. To know more about these license types, please visit the Salesforce website at https://www.salesforce.com/service-cloud/pricing/ .