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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Marketing administration


Marketing administration in Salesforce CRM provides closed-loop marketing automation from within the marketing app, which can be accessed from the App Menu at the top-right corner of the Salesforce CRM screen.

Marketing administration enables integrated marketing functions such as campaign management, lead management, reporting and analysis, response tracking, and campaign effectiveness and it allows users from various departments to centrally access marketing activity.

By default, the marketing administration features provide some level of read-only access to all users. However, to create, edit, and delete campaigns, and carry out advanced campaign and lead management functions, users must have the Marketing User License set on their user record, shown as follows:

Note

The Marketing User License is available as standard for organizations with Enterprise or Unlimited editions and can be applied to any active user.

The following key features are available within Salesforce...

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