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

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 from new

As the number of unnecessary fields increase, 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...