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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

You're reading from  Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Product type Book
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Pages 644 pages
Edition 4th Edition
Languages
Concepts

Table of Contents (18) Chapters

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
Setting up Salesforce CRM and the Company Profile Managing Users and Controlling System Access Configuring Objects and Apps Securing Access to Data and Data Validation Managing Data in Salesforce CRM Generating Data Analytics with Reports and Dashboards Implementing Business Processes in Salesforce CRM Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM Extending and Enhancing Salesforce CRM Administrating the Mobile Features of Salesforce CRM Studying for the Certified Administrator Exam

Functional overview of Salesforce CRM


The Salesforce CRM functions are related to each other and, as mentioned previously, have cross-over areas, which 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 to 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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