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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

A functional overview of Salesforce CRM


The Salesforce CRM functions are related to each other and, as mentioned previously, have crossover areas that can be represented as shown in the following diagram:

Marketing administration

Marketing administration is available in Salesforce CRM under the application suite known as the Marketing Cloud.

The core functionality enables organizations to manage marketing campaigns from initiation to lead development in conjunction with the sales team. The features in the marketing suite can help measure the effectiveness of each campaign by analyzing the leads and opportunities generated as a result of specific marketing activities.

Salesforce automation

Salesforce automation is the core feature set within Salesforce CRM and is used to manage the sales process and activities. It enables salespeople to automate manual and repetitive tasks and provides them with information related to existing and prospective customers. In Salesforce CRM, Salesforce automation...

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