Book Image

Salesforce CRM Admin Cookbook - Second Edition

By : Paul Goodey
Book Image

Salesforce CRM Admin Cookbook - Second Edition

By: Paul Goodey

Overview of this book

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework.
Table of Contents (16 chapters)
Title Page
Credits
About the Author
Acknowledgements
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Introduction


The customer relationship management (CRM) industry's experts cite poor data quality as one of the top reasons that CRM applications fail to deliver. Poor quality data often leads to missing, inconsistent, and misleading information, which can cause user dissatisfaction and a lack of user adoption.

It is important that users understand that the data quality in Salesforce CRM is not only the responsibility of their system administrator, but that they must contribute to the accurate recording of information and understand how data quality directly affects their work efforts.

It is, however, true that people can make mistakes when entering data. This is where the power of the Salesforce CRM application and the https://developer.salesforce.com/docs/atlas.en-us.fundamentals.meta/fundamentals/adg_intro.htm platform becomes truly apparent.

We can mitigate this source of error by building automatic validations and workflows in Salesforce CRM to prevent users from making errors and cleaning...