Book Image

Salesforce CRM Admin Cookbook

By : Paul Goodey, Paul Goodey GP
Book Image

Salesforce CRM Admin Cookbook

By: Paul Goodey, Paul Goodey GP

Overview of this book

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. It is a proven system which helps to manage large volumes of information across an organization and also improves communication between departments for exceptional customer service. The CRM application is available for the management of sales projections and orders, marketing plans, knowledge management, service and support, partner relationships, and data analytics. The application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn't a single book which focuses on the administrative aspect of Salesforce CRM. "Salesforce CRM Admin Cookbook" enables you to instantly extend and unleash the power of Salesforce CRM. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features or are looking for ideas for advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book provides practical, step-by-step instructions that cover the use of hidden features, advanced user interface techniques, solutions for process automation, and data and systems integration in detail. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that cover data quality and automation, approval and workflow processing, solutions to increase productivity, and the integration of Salesforce CRM with external tools and applications, such as Google and Microsoft Outlook. "Salesforce CRM Admin Cookbook' provides practical, step-by-step instructions to deliver enhanced functionality and extend the power of Salesforce CRM.
Table of Contents (17 chapters)
Salesforce CRM Admin Cookbook
About the Author
About the Reviewers


The Home tab in Salesforce CRM is generally set as the opening page for users when they first log in to the application and provides a great way for users to view Chatter posts, access their calendar, tasks, items to approve, and so on.

The following screenshot shows the Salesforce CRM Home screen:

The Home tab allows various standard home page components to be shown, such as Calendar, My Tasks, or Items to Approve, (as shown in the preceding screenshot), that you are able to administer and choose whether to display for the various users in your organization.

Home page components can be presented to users by customizing the home page layouts where you can assign different home page layouts to different users based on their profile.

You can also create your own custom home page components that will display alongside the standard components and you can choose to make custom sidebar components display on all pages within the application or only on the Home tab.

The following recipes are designed to improve the layout of the home page. The recipes also provide additional features and functionality that are not provided natively within the Salesforce CRM application.