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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 FREE CHAPTER 2. Managing Users and Controlling System Access 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

Salesforce Adoption Manager

The Salesforce Adoption Manager is a Salesforce1 training and engagement tool provided by Salesforce that sends mobile users intelligent email notifications. The objective of the tool is to drive adoption of the Salesforce1 mobile app by new Salesforce1 users. It also engages with existing users who have not used Salesforce1 for a while to encourage them to start re-using the app.

Note

Salesforce Adoption Manager is only available, at the time of writing, in the following countries; USA, UK, and Australia.

To enable Salesforce Adoption Manager, navigate to Setup | Manage Users | Adoption Manager and select Enable Salesforce Adoption Manager, as shown in the following screenshot:

Salesforce Adoption Manager

Once you activate the feature, a personalized invite email is sent to users to download the Salesforce1 mobile app. Once your users have downloaded Salesforce1, they then receive an email containing a custom link to install the Salesforce1 downloadable app. Subsequent emails are then sent...

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