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

Enabling the Email to Salesforce feature in Salesforce CRM

Email to Salesforce is a feature within Salesforce CRM that lets you assign e-mails to Salesforce records when sending messages from your external e-mail account, such as Outlook, Google Mail, and so on. Here, you can assign the e-mail to leads, contacts, opportunities, and other records in Salesforce.

When creating, forwarding, or replying to an e-mail, you simply enter your Email to Salesforce address in the BCC field or any recipient field.

The Salesforce system then receives a copy of the e-mail and, depending on your configuration, adds it to either the Activity History related list of the matched record or to the My Unresolved Items page, where you can then manually assign it.

How to do it...

Carry out the following steps to enable the Email to Salesforce feature in Salesforce CRM:

  1. Navigate to the Email to Salesforce setup page by going to Your Name | Setup | Email Administration | Email to Salesforce.

  2. Click on Edit.

  3. Select the...