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Salesforce CRM Admin Cookbook Cover

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

Publisher:Packt Publishing Limited
By:  and    
Paid access
|Jan 2025
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Description

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

Key Features

  • 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

Book Description

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

  • 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

Who this book is for

This book is for Salesforce administrators and developers who want to quickly incorporate enhanced functionality and extend the power of Salesforce CRM.

Whether you are a Salesforce novice or a more experienced administrator, this book provides practical, step-by-step instructions in the use of hidden features, advanced user interface techniques, and solutions for process automation, plus data and systems integration. Not only are standard Salesforce CRM features covered, such as workflow and approval processes, validation rules, and formula fields, but you will also be exposed to further technologies that include HTML, Javascript, CSS, Apex, and Visualforce.

Table of Contents

    PDF ISBN: 978-1-84968-425-5
    Publisher: Packt Publishing Limited
    Copyright owner: © 2013 Packt Publishing Limited
    Publication date: 2025
    Language: English
    Pages: 266
    Related subjects:
    Computer sciences,
    Business computing
    BISAC subjects:
    COM005000,
    COM043000,
    COM088000
    Thema subjects:
    UFL,
    UT,
    UTE

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