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
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Setting up Salesforce for Outlook configurations within Salesforce CRM


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

A Salesforce for Outlook configuration comprises the settings and parameters that determine which data users can sync between Outlook and Salesforce CRM.

Salesforce for Outlook configuration also allows you to set up configurations that allow users to edit some of their own settings.

Within the Salesforce for Outlook configuration, you can define which items are allowed to sync, which direction the data flows between Outlook and Salesforce, and what happens when data conflicts arise.

Note

Salesforce for Outlook is available for the...