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

Summary


In this chapter, we looked at the workflow automation features within the Salesforce CRM application through the use of workflow rules and approval processes. We walked through the configuration of these functions and discovered how they can be used to automate and streamline the key business processes for your organization.

We also looked at Visual Workflow and learned how flows and the Lightning Process Builder can be used to build screens that guide users through the process of collecting and updating data. By leveraging workflow automation, your users benefit from greater control over routine activities and elimination of redundant tasks.

Finally, we posed some questions to help clarify some of the key features of Salesforce workflow automation and approval processes.

In the following chapter, we will look at the functional areas of Salesforce CRM and the facilities for sales and marketing automation, service and support, and enterprise social networking.