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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Marketing administration


Marketing administration in Salesforce CRM provides closed-loop marketing automation from within the marketing app that can be accessed from App Menu in 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, as shown next:

Note

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

The following key features are available within Salesforce...

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