Salesforce CRM Admin Cookbook
Book Details:
Publisher: | Packt Publishing |
Series: |
Packt , Cookbook
|
Author: | Paul Goodey |
Edition: | 1 |
ISBN-10: | 1849684243 |
ISBN-13: | 9781849684248 |
Pages: | 266 |
Published: | Mar 26 2013 |
Posted: | Nov 19 2014 |
Language: | English |
Book format: | PDF |
Book size: | 17.21 MB |
Book Description:
Over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions Overview Implement advanced user interface techniques to improve the look and feel of Salesforce CRM Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization Build real-world process automation, using the detailed recipes to harness the full power of Salesforce CRM Full of screenshots and comprehensive, step-by-step instructions to help deliver practical solutions for enhancing and extending Salesforce CRM In Detail 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. What you will learn from this book Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout Advanced user interface techniques to improve the look and feel of Salesforce CRM with the presentation of graphical elements Exposing hacks and hidden features to enhance and override native aspects of Salesforce CRM Automatic data capture and improving data quality in Salesforce CRM Implementing an approval process to control the way approvals are managed for records in Salesforce CRM Increasing productivity using tools and features to provide advanced administration Configuring and installing Salesforce for Microsoft Outlook email integration Integrating Salesforce CRM with external online tools to provide enhanced functionality and extend the power of Salesforce CRM
The Definitive Admin Handbook
3rd Edition
Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios About This BookUpdated for Winter '15, this book provides the latest best-practice Salesforce administration principles, real-world experience, and critical design considerations for setting up and customizing Salesforce CRMA pragmatic guide to the key functions for the customization and set up of the application, related to enterprise security, user and data management, process automation, analytics, and mobile featuresThe features of the Salesforce CRM platform are explored using detailed, step-by-step navigation and descriptions,...
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