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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Rakesh Gupta
3.1 (8)
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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

3.1 (8)
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 (13 chapters)
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Campaign management


A campaign is an awareness or branding program that a company runs to promote its products or business. An organization can run campaigns through various channels, for example, seminar, trade show, advertisement, banner, billboards, and e-mail blast. Through a campaign, an organization can generate prospects (a person or another organization who is interested in your product or business).

Salesforce allows the marketing team to capture their campaign plan, manage, track, and execute it within Salesforce. It is very easy to capture new prospects directly from your corporate website's Contact Us form into Salesforce or capture prospects from GoToWebinar register attendees for an event to Salesforce. Then, you can associate those prospects to campaign to track in the future to see how successful the marketing effort was. The marketing team can also send a mass e-mail to prospects, that too within Salesforce.

Steps to executing an outstanding marketing campaign

The success of...

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