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

Marketing administration


Marketing administration in Salesforce CRM provides closed-loop marketing automation from within the marketing app, which can be accessed from the App Menu at the top-right corner of the Salesforce CRM screen.

Marketing administration enables integrated marketing functions such as campaign management, lead management, reporting and analysis, response tracking, and campaign effectiveness and it allows users from various departments to centrally access marketing activity.

By default, the marketing administration features provide some level of read-only access to all users. However, to create, edit, and delete campaigns, and carry out advanced campaign and lead management functions, users must have the Marketing User License set on their user record, shown as follows:

Note

The Marketing User License is available as standard for organizations with Enterprise or Unlimited editions and can be applied to any active user.

The following key features are available within Salesforce...