Salesforce CRM Admin Cookbook

Over 40 recipes to make effective use of Salesforce CRM with the use of hidden features, advanced user interface techniques, and real-world solutions

Overview

• Implement advanced user interface techniques to improve the look and feel of Salesforce CRM
• Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization
• Build real-world process automation, using the detailed recipes to harness the full power of Salesforce CRM
• Full of screenshots and comprehensive, step-by-step instructions to help deliver practical solutions for enhancing and extending Salesforce CRM

In Detail

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. It is a proven system which helps to manage large volumes of information across an organization and also improves communication between departments for exceptional customer service. The CRM application is available for the management of sales projections and orders, marketing plans, knowledge management, service and support, partner relationships, and data analytics. The application greatly enhances a company’s sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. For optimum performance of the system, there are a lot of things for you as the Salesforce administrator to know and tackle, but there isn’t a single book which focuses on the administrative aspect of Salesforce CRM.

“Salesforce CRM Admin Cookbook” enables you to instantly extend and unleash the power of Salesforce CRM. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features or are looking for ideas for advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes.

This book provides practical, step-by-step instructions that cover the use of hidden features, advanced user interface techniques, solutions for process automation, and data and systems integration in detail.

This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that cover data quality and automation, approval and workflow processing, solutions to increase productivity, and the integration of Salesforce CRM with external tools and applications, such as Google and Microsoft Outlook.

“Salesforce CRM Admin Cookbook” provides practical, step-by-step instructions to deliver enhanced functionality and extend the power of Salesforce CRM.

What you will learn from this book

• Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout
• Advanced user interface techniques to improve the look and feel of Salesforce CRM with the presentation of graphical elements
• Exposing hacks and hidden features to enhance and override native aspects of Salesforce CRM
• Automatic data capture and improving data quality in Salesforce CRM
• Implementing an approval process to control the way approvals are managed for records in Salesforce CRM
• Increasing productivity using tools and features to provide advanced administration
• Configuring and installing Salesforce for Microsoft Outlook email integration
• Integrating Salesforce CRM with external online tools to provide enhanced functionality and extend the power of Salesforce CRM

Table of Contents

Chapter 1: Working with Home Page Components and Custom Links
Chapter 2: Advanced User Interface
Chapter 3: Exposing Hacks and Hidden Features
Chapter 4: Automating Salesforce CRM
Chapter 5: Improving Data Quality in Salesforce CRM
Chapter 6: Implementing Approval Processes
Chapter 7: Productivity Tools for Superusers and Advanced Administration
Chapter 8: Configuring and Installing Salesforce for Outlook E-mail Integration
Chapter 9: Integrating Salesforce CRM with External Online Tools