Paul Goodey Salesforce CRM Admin Cookbook

ISBN 13: 9781849684248

Salesforce CRM Admin Cookbook

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9781849684248: Salesforce CRM Admin Cookbook
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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

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Product Description:

No Salesforce CRM Admin Cookbook Read a customer review or write one .

About the Author:

Paul Goodey

Paul Goodey is the author of Salesforce CRM: The Definitive Admin Handbook by Packt Publishing.

He has over 15 years of experience in developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006.

Paul has enjoyed a variety of roles while working with Salesforce CRM, having worked as a System Administrator, Developer, Business Analyst and Consultant to provide solutions for both in-house and consultancy-based end users.

Based in the UK, near London, Paul's professional qualifications include Salesforce.com Certified Developer DEV-401. In his spare time, he is a keen runner, having run several marathons and half-marathons since 2001.

Paul is a keen and active member of the salesforce.com administrator and developer online community and can be found at LinkedIn at http://www.linkedin.com/in/paulgoodey.

"About this title" may belong to another edition of this title.

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Book Description Packt Publishing Limited, United Kingdom, 2013. Paperback. Condition: New. Language: English . Brand New Book ***** Print on Demand *****.This book is written in a Cookbook-style format and provides you with immediately useable recipes that extend the functionality of Salesforce CRM and solves real-world problems encountered within the Salesforce CRM application. The recipes in this Cookbook contain proven, step-by-step instructions along with detailed screenshots. This Cookbook has been designed so that you can read it chapter by chapter, starting with recipes that provide enhancements to the user interface, and finishing with recipes that cover data and systems integration. You can also refer to the list of recipes and choose to access them in no particular order. Either method allows you to rapidly implement solutions in your organization that extend and enhance the functionality of Salesforce CRM for your users. 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. Seller Inventory # AAV9781849684248

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Book Description Packt Publishing Limited, United Kingdom, 2013. Paperback. Condition: New. Language: English . Brand New Book ***** Print on Demand *****. This book is written in a Cookbook-style format and provides you with immediately useable recipes that extend the functionality of Salesforce CRM and solves real-world problems encountered within the Salesforce CRM application. The recipes in this Cookbook contain proven, step-by-step instructions along with detailed screenshots. This Cookbook has been designed so that you can read it chapter by chapter, starting with recipes that provide enhancements to the user interface, and finishing with recipes that cover data and systems integration. You can also refer to the list of recipes and choose to access them in no particular order. Either method allows you to rapidly implement solutions in your organization that extend and enhance the functionality of Salesforce CRM for your users. 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. Seller Inventory # AAV9781849684248

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Book Description Packt Publishing. Paperback. Condition: New. 266 pages. Dimensions: 9.2in. x 7.5in. x 0.6in.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 companys 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 isnt 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 This item ships from multiple locations. Your book may arrive from Roseburg,OR, La Vergne,TN. Paperback. Seller Inventory # 9781849684248

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