Salesforce CRM Admin Cookbook
Publisher: P a c k t | 2013 | EPUB + PDF | ISBN: 1849684243 | 266 pages | 35.6 Mb
Over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world
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
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
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