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

Functional overview of Salesforce CRM


The Salesforce CRM functions are related to each other and, as mentioned previously, have cross-over areas, which can be represented as shown in the following diagram:

Marketing administration

Marketing administration is available in Salesforce CRM under the application suite known as the Marketing Cloud.

The core functionality enables organizations to manage marketing campaigns from initiation to lead development in conjunction with the sales team. The features in the marketing suite can help to measure the effectiveness of each campaign by analyzing the leads and opportunities generated as a result of specific marketing activities.

Salesforce automation

Salesforce automation is the core feature set within Salesforce CRM and is used to manage the sales process and activities. It enables salespeople to automate manual and repetitive tasks and provides them with information related to existing and prospective customers. In Salesforce CRM, Salesforce automation...