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

Salesforce Adoption Manager


The Salesforce Adoption Manager is a Salesforce1 training and engagement tool provided by Salesforce that sends mobile users intelligent email notifications. The objective of the tool is to drive adoption of the Salesforce1 mobile app by new Salesforce1 users. It also engages with existing users who have not used Salesforce1 for a while to encourage them to start re-using the app.

Note

Salesforce Adoption Manager is only available, at the time of writing, in the following countries; USA, UK, and Australia.

To enable Salesforce Adoption Manager, navigate to Setup | Manage Users | Adoption Manager and select Enable Salesforce Adoption Manager, as shown in the following screenshot:

Once you activate the feature, a personalized invite email is sent to users to download the Salesforce1 mobile app. Once your users have downloaded Salesforce1, they then receive an email containing a custom link to install the Salesforce1 downloadable app. Subsequent emails are then sent...