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 Chatter


Salesforce Chatter is an enterprise social networking application that helps users connect with people and share business information. It can be accessed from the App Menu at the top-right corner of the Salesforce CRM screen. Chatter feeds can also be accessed from within the Salesforce CRM record pages. All users with a Salesforce license have access to Chatter, and you can also create new users that do not have Salesforce licenses but wish to have access to Chatter. These user licenses can access Chatter users, profiles, groups, and files. However, they cannot access any Salesforce object data.

Chatter Only user licenses can be created for users within your company, known as Chatter Free, as well as for employees not in your organization, such as customers, known as Chatter External. These are shown in the following screenshot.

A further Chatter license (not shown in the previous screenshot of User License selection) is the Chatter Only license. This license is also...