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

E-mail to Salesforce


Salesforce allows your reps to send an e-mail to leads, contacts, and person accounts. Some of them prefer Salesforce to send e-mails, but some prefer the company-provided third-party e-mail client to send e-mails, for example, Outlook 365, Google for Work, and so on.

If your reps send e-mails from Salesforce, then a copy of the e-mail will be saved as a record. If they use a third-party e-mail client, say, Outlook 365, to send e-mails to customers, then those e-mails will not be saved in Salesforce. If you want to keep a record of each e-mail sent from a third-party e-mail client to the leads, contacts, opportunities, and other records, use Email to Salesforce.

This allows you to keep a copy of each e-mail in Salesforce, for e-mails, those are sent from the third-party e-mail client. You simply need to BCC your e-mail to the Salesforce organization-specific e-mail address while sending an e-mail from a third-party e-mail client. If the e-mail address in the to section...