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

Chapter 10. Administrating the Mobile Features of Salesforce CRM

In the previous chapter, we looked at how external third-party web functionality can be used within Salesforce where we introduced Visualforce and provided a detailed guide to using the Salesforce AppExchange which provides the ability to extend and enhance the core functionality of Salesforce CRM.

In this chapter, we will look at the administration of Salesforce Mobile solutions, which can significantly improve productivity and user satisfaction for users accessing data and application functionality whilst mobile and away from the office.

In the past, mobile devices that were capable of accessing software applications were very expensive. Often these devices were regarded as a nice accessory by management, and seen as a company perk by field-based teams.

Today, mobile devices are almost ubiquitous within the business environment, and organizations of all sizes are realizing the benefits of using mobile phones and devices to access...