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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 automation

Salesforce automation allows the management and control of the phases required for the sales process within a Customer Relationship Management (CRM) system. Enabling and automating these phases within CRM systems helps to improve the quality and also minimizes the time that sales representatives spend on each phase.

Salesforce automation in Salesforce.com is performed within the Sales App, which can be accessed from the App Menu at the top-right corner of the Salesforce CRM screen.

At the core of the Sales App in Salesforce CRM are the account, contact, and opportunity management functions for tracking and recording each stage in the sales process for new and existing customers.

Accounts can be sorted by standard views or customized views, and users can add new accounts and edit existing accounts. Associated contacts and activities are also listed in the same page of the account where users can manipulate other operations, such as viewing, adding, and editing as necessary...

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