In the previous chapter, we looked at the methods to automate business tasks and activities along with approval processes to align business rules with process automation in Salesforce.
This chapter will give you an overview of the functional areas within Salesforce CRM, where we will look at the process from campaign to customer and beyond.
Within the functional areas of this chapter, we'll highlight how there must be an agreed business process, which requires an agreement for the roles and responsibilities among each of the business teams that is associated with the marketing, sales, and customer service activities within an organization.
These functional areas of the business can all be managed in Salesforce CRM, and in this chapter we will look at the Marketing Cloud, Sales Cloud, Service Cloud, and business collaboration features...