Book Image

Salesforce CRM: The Definitive Admin Handbook

By : Paul Goodey
Book Image

Salesforce CRM: The Definitive Admin Handbook

By: Paul Goodey

Overview of this book

<p>As an industry-leading Customer Relationship Management (CRM) application, Salesforce CRM helps the enterprise to improve client relations. It greatly enhances sales performance and provides your business with a robust CRM system. In order to achieve optimum performance from the Salesforce CRM system, there are a lot of things for you as the Salesforce Administrator to tackle. This is the only book which focuses on the administrative aspect of Salesforce CRM.<br /><br />Salesforce CRM: The Definitive Admin Handbook will give you all the information you need to administer this powerful CRM application. It is the definitive 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 the maximum benefit from this exciting product.<br /><br />This book provides a practical, step-by-step experience. You will start with the initial user, move on to security setup, and then progress to higher level tasks such as configuration, data management, and data analytics. You will also be presented with ways to improve the setup and avoid some common pitfalls using tips and tricks gained from real-world experiences. And finally you will be presented with ways in which the core platform can be further extended and enhanced to provide the maximum return on investment for your organization.<br /><br />This book is focused on the needs of the enterprise, providing a solution-driven approach for both business and IT specialists to get the most from this powerful and popular CRM application. It will enhance your understanding of the features and functionality of the CRM application and get you completely ready to administer Salesforce CRM.</p>
Table of Contents (17 chapters)
Salesforce CRM: The Definitive Admin Handbook
Credits
About the Author
Acknowledgements
About the Reviewers
www.PacktPub.com
Preface
Index

Chapter 1. Getting Started with the Salesforce CRM Application: Organization Administration

Application security is always important and even more so when the the application is delivered across a public network, such as the Internet. Salesforce.com has developed various mechanisms to secure the platform and reduce the chances of unauthorized people accessing your company data. This chapter describes the way login attempts to the system are controlled and the features available to help you manage your users' access to the Salesforce CRM application.

In this chapter, you will also look at establishing your company profile within Salesforce and how core information, such as the details that are provided when your company first signs up with Salesforce.com, can be managed.

You will also be introduced to the settings available for organization-wide customizing of the application's user interface along with a detailed description of the searching facilities offered by the Salesforce CRM application.

Throughout this chapter, notes and tips are provided which are intended to offer further guidance within the areas of functionality and have been generated from the practical results and experience of Salesforce CRM system administration.

In this chapter, we will cover:

  • User login and authorization

  • Company profile

  • User interface

  • Search options

To start, we will look at how users' login requests are verified and authorized by the Salesforce CRM application.