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 automation


Salesforce automation allows the management and control of the phases required for the sales process within a Customer Relationship Management (CRM) system. Enabling and automating these phases within CRM systems helps to improve the quality and also minimizes the time that sales representatives spend on each phase.

Salesforce automation in Salesforce.com is performed within the Sales App, which can be accessed from the App Menu at the top-right corner of the Salesforce CRM screen.

At the core of the Sales App in Salesforce CRM are the account, contact, and opportunity management functions for tracking and recording each stage in the sales process for new and existing customers.

Accounts can be sorted by standard views or customized views, and users can add new accounts and edit existing accounts. Associated contacts and activities are also listed in the same page of the account where users can manipulate other operations, such as viewing, adding, and editing as necessary...