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.
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.
Chapter 1, Getting Started with the Salesforce CRM Application: Organization Administration, shows you how to set up the organization wide settings that affect the look-and-feel of the system and provide access to features for all users within the system.
Chapter 2, User Management in Salesforce CRM, explains how to add users and describes how profiles affect the permissions for individual users.
Chapter 3, Configuration in Salesforce CRM, covers the various methods for configuring and tailoring the system to suit the way information is used within the organization.
Chapter 4, Data Management, looks in detail at the mechanisms for controlling access to and quality of data, and information sharing.
Chapter 5, Data Analytics, discusses data reporting and analytics.
Chapter 6, Implementing Business Processes in Salesforce CRM, discusses the various methods for automating business activities and approval mechanisms to align with business processes
Chapter 7, Salesforce CRM Functions, looks at the core functional areas within Salesforce CRM such as Marketing Administration, Salesforce Automation, and Customer Service, and describes how the process from campaign to customer and beyond can be administered.
Chapter 8, Extending Salesforce CRM, explains how Visualforce technology can be used to extend the standard page functionality in Salesforce CRM.
Chapter 9, Best Practices for Enhancing Productivity, looks at ways to add features to improve the experience of users in Salesforce CRM and at ways to measure user adoption.
The pre-requisite for this book is a computer with an Internet connection with one of the following supported browsers: Microsoft® Internet Explorer®, Mozilla® Firefox®, Google® Chrome™, or Apple® Safari®. You will need either an Enterprise, Unlimited, or a Developer edition of Salesforce CRM along with System Administrator permission.
This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform. By the end of the book, you will be ready to configure and administer a Salesforce CRM system in a real-world environment which fully supports your business needs.
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
Code words in text are shown as follows: "The formula would be: CloseDate < TODAY()."
A block of code is set as follows:
<script type="text/javascript">
function LoadNewsBar() {
var newsBar;
var options = {
autoExecuteList : {
executeList : ["Apple", "Google", "Microsoft"]
}
}When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:
<script type="text/javascript">
function LoadNewsBar() {
var newsBar;
var options = {
autoExecuteList : {
executeList : ["{!Account.Name}"]
}
}New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "The Error Location is used to determine where on the page the error is displayed."
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