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

Obtaining system requirements information for Salesforce for Outlook

Many users of Salesforce also have Microsoft Outlook as their e-mail application and in order to link Outlook data with Salesforce, has developed Salesforce for Outlook.

Salesforce for Outlook is an external application that installs onto the same computer as the Outlook application and it can be used to keep contact, event, and task records synced between Salesforce and Outlook.

There are a number of steps required in the setup and configuration of Salesforce for Outlook which we cover in this chapter. Before attempting to set up and install Salesforce for Outlook, you should check that the hardware and software specifications of the users' machines—that you are planning for the installation—meet the following system requirements:

  • Microsoft Outlook 2010 (64 bit and 32 bit) or 2007 on Microsoft Exchange

  • Microsoft Windows 7 (64 bit and 32 bit), Windows Vista (32 bit only), or Windows XP (32 bit only) on Microsoft...