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

Summary


In this chapter, we started with an explanation of the sales life cycle. Then, we moved ahead with campaign management and discussed an outstanding way to execute campaigns. We also discussed lead management, account management, and contact management. We also covered how you can associate one contact with multiple accounts and key concepts such as product, price book, and price book entry. You also leaned how to create and manage quotes. In the end, we discussed collaborative forecasting and quota management. In the next chapter, we will go through the Salesforce Service Cloud and its key concepts, including knowledge and entitlement management.