Book Image

Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition

By : Paul Goodey, Paul Goodey GP
Book Image

Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition

By: Paul Goodey, Paul Goodey GP

Overview of this book

Salesforce CRM: The Definitive Admin Handbook is the complete guide to implementing Salesforce CRM. Whether you are looking to enhance the core features or you have already started customizing your Salesforce CRM system and are looking for guidance on advanced features. This book will show you how to get maximum benefit from this exciting product.Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. The CRM application provides facilities to manage sales projections and orders, marketing plans, business process automation and collaboration, service and support, and data analytics. The application greatly enhances a company's sales performance, improves team work and collaboration, and provides a robust customer relationship management strategy for an organization.Salesforce CRM: The Definitive Admin Handbook has been updated for the Spring '13 release and gives you all the information you need to administer this powerful CRM application.The book begins with the setup of users and security settings and then progresses to configuration, data management, and data analytics. Finally, the book covers the ways in which the core platform can be further extended and enhanced.Focused on the needs of the enterprise, this book provides a solution-driven approach for both business and IT specialists to get the most from the Salesforce CRM application. It begins with setting up of organization-wide features that affect the look-and-feel of the application. We will then move on to data management, analytics, process automation and approval mechanisms are then covered, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. Finally, we will look into the methods used to further enhance the system and to improve the return on investment from the application.After reading Salesforce CRM: The Definitive Admin Handbook, you will feel comfortable with the administration features within Salesforce CRM and will have been presented with real-world scenarios to improve the setup and avoid some common pitfalls.
Table of Contents (16 chapters)
Salesforce CRM: The Definitive Admin Handbook Second Edition
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
5
Data Analytics with Reports and Dashboards
Index

Custom field governance


Controlling the creation of fields is necessary to avoid adding unnecessary new fields in Salesforce. Without appropriate field creation governance, there is a risk of producing an application with a complex data structure that provides a poor user experience.

This issue can often be observed due to the ease of creating new custom fields. However, there are other causes such as:

  • Configuring spontaneous responses to end-user field creation requests without gathering full requirements

  • Lack of specification or understanding of reporting requirements for field usage

  • Creation of fields that are too specific for common uses, thus driving the need to create ever more fields

  • Lack of knowledge or awareness of existing fields that could be used rather than creating new ones

As the number of unnecessary fields increases, users will find it ever more difficult to enter the correct data into the correct fields. Therefore, the amount of entered data is reduced along with users' satisfaction...