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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience 2. Security Settings in Salesforce FREE CHAPTER 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Chapter 5. Getting More Value from Sales Cloud

In the previous chapters, we discussed the basic concepts of objects and fields. We also talked about the different types of relationships in Salesforce. We have gone through the process for setting up Lightning apps, Lightning record pages, validation rules, and duplicate management in Salesforce. In this chapter, we will describe Sales Cloud features in detail, such as account management, opportunity management, quote management, and so on. In addition to this, we will also look at the way of setting up forecasting in your Salesforce org. The following topics will be covered in this chapter:

  • Account management
  • Contact management
  • Manage products and price books
  • Opportunity management
  • Quote management
  • Collaborative forecasting

Sales Cloud is a product designed to automate business sales processes. By implementing Sales Cloud, you can boost your sales reps' productivity by allowing them to manage customers in a faster and simpler way...

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