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


Writing this book has been fun and I have enjoyed the time I have spent working on the chapters. My family has been very supportive, as well as being a useful springboard for some of the ideas; it is only with their support and patience that I have been able to complete my part of this endeavor.

Many other people have helped in the creation of the book and I am grateful to them all. Here's my attempt to provide acknowledgment where it is rightly due.

First I'd like to thank the heroes at for providing such an amazing product. Salesforce CRM is one of the very few business applications that is so easy and fun to work with. The application just goes from strength to strength with each new release and the amount of innovation, new feature development, and added business value that it brings is simply outstanding.

Next I would very much like to thank the team at Packt Publishing who have successfully orchestrated the completed work. From the time when I was first approached, to the time of editing and coordinating the final reviews, the team has been extremely supportive and highly professional throughout the writing process.

I would like to thank all the many people who have contributed with ideas and code recipes. Instead of trying to name them all and risk not mentioning others, I would like to thank in general all the employees, professionals, and keen enthusiasts who help make the community such a productive and collaborative environment.

If you haven't participated in the online user communities such as: (where you can post questions or ideas);; LinkedIn user groups; and Twitter (look out for #salesforce and #askforce), I would strongly recommend them as they are a truly valuable place to exchange information.

Finally, I would like to thank YOU for purchasing the book. I sincerely hope you find it as enjoyable and useful to read as it has been to write!