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

Installing the Salesforce for Outlook software on a local machine

Now that we have created an Outlook Configuration, we can download and install the Salesforce for Outlook software to our local machine.

Getting ready

Before proceeding with the setup and installation, you should decide which Outlook contacts folder you want to use for the link between Salesforce and Outlook.


If this, and the setup, is not considered appropriately, the sync between the two systems can result in duplicate records in either Outlook or Salesforce.

For this recipe, we are creating a contacts folder in Outlook specifically for the sync with Salesforce. We are naming the folder Salesforce and it is created in Outlook using the following steps:

  1. Click on the Contacts icon in the left-hand side pane as shown in the following screenshot:

  2. Click on one of the existing contact folders and then right-click on that folder to display the following options:

  3. Click on New Folder.


    Here, we are presented with the Create New Folder...