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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Campaign management

A campaign is an awareness or branding program that a company runs to promote its products or business. An organization can run campaigns through various channels, for example, seminar, trade show, advertisement, banner, billboards, and e-mail blast. Through a campaign, an organization can generate prospects (a person or another organization who is interested in your product or business).

Salesforce allows the marketing team to capture their campaign plan, manage, track, and execute it within Salesforce. It is very easy to capture new prospects directly from your corporate website's Contact Us form into Salesforce or capture prospects from GoToWebinar register attendees for an event to Salesforce. Then, you can associate those prospects to campaign to track in the future to see how successful the marketing effort was. The marketing team can also send a mass e-mail to prospects, that too within Salesforce.

Steps to executing an outstanding marketing campaign

The success...

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