Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

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 (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Contact management


Contact is a way to maintain the information about key decision makers, buyers, and key influential people for an account in Salesforce. The sales and marketing people often need it as they should visit the customer site and give a demo to them about products or services to finalize the deal. You can store contact information, such as first name, last name, account name, billing address or shipping address, contact number, and e-mail address.

You can create a contact in Salesforce by using the user interface, or you can import it from another organization by using the import wizard and data loader.

Understanding account and contact relationships

One account may have more than one contact and one contact may be associated with multiple accounts. For example, say, your company is currently selling a product to two sites of Automation Champion, USA and India. You have two accounts for Automation Champion in your Salesforce. For the USA account, Cathal Murtagh is the decision...