Paul Goodey - Salesforce CRM Admin Cookbook
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- Book: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 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
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Copyright 2013 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: March 2013
Production Reference: 1180313
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-84968-424-8
www.packtpub.com
Cover Image by Artie Ng (<>)
Author
Paul Goodey
Reviewers
Keir Bowden
Veturi JV Subramanyeswari
Acquisition Editor
Pramila Balan
Lead Technical Editor
Azharuddin Sheikh
Technical Editors
Vrinda Amberkar
Jalasha D'costa
Project Coordinator
Leena Purkait
Proofreaders
Stephen Silk
Bernadette Watkins
Indexer
Monica Ajmera Mehta
Production Coordinators
Aparna Bhagat
Arvindkumar Gupta
Cover Work
Aparna Bhagat
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.
Writing this book has been fun and I have enjoyed the time I have spent working on the chapters. My family has been very supportive, as well as being a useful springboard for some of the ideas; it is only with their support and patience that I have been able to complete my part of this endeavor.
Many other people have helped in the creation of the book and I am grateful to them all. Here's my attempt to provide acknowledgment where it is rightly due.
First I'd like to thank the heroes at salesforce.com for providing such an amazing product. Salesforce CRM is one of the very few business applications that is so easy and fun to work with. The application just goes from strength to strength with each new release and the amount of innovation, new feature development, and added business value that it brings is simply outstanding.
Next I would very much like to thank the team at Packt Publishing who have successfully orchestrated the completed work. From the time when I was first approached, to the time of editing and coordinating the final reviews, the team has been extremely supportive and highly professional throughout the writing process.
I would like to thank all the many people who have contributed with ideas and code recipes. Instead of trying to name them all and risk not mentioning others, I would like to thank in general all the salesforce.com employees, professionals, and keen enthusiasts who help make the salesforce.com community such a productive and collaborative environment.
If you haven't participated in the salesforce.com online user communities such as: success.salesforce.com (where you can post questions or ideas); developer.force.com; LinkedIn salesforce.com user groups; and Twitter (look out for #salesforce and #askforce), I would strongly recommend them as they are a truly valuable place to exchange information.
Finally, I would like to thank YOU for purchasing the book. I sincerely hope you find it as enjoyable and useful to read as it has been to write!
A 25-year veteran of the IT industry, Keir Bowden has been working with Salesforce and the Force.com platform since late 2008 and holds all Salesforce.com certifications from Administrator through to Technical Architect. He is also a two-time Force.com MVP, frequent blogger on Apex and Visualforce solutions, and speaker at events such as Dreamforce and Cloudstock.
Keir is the Chief Technical Officer of BrightGen, a Salesforce.com Platinum Cloud Alliance Partner in the United Kingdom.
Sree (aka Veturi JV Subramanyeswari ) is currently working as a Solution Architect at a well-known software consulting MNC in India. Prior to joining this company, she served few Indian MNCs, many startups, and R&D sectors in various roles such as programmer, tech lead, research assistant, architect, and so on. She has more than eight years of experience in web technologies covering media and entertainment, publishing, healthcare, enterprise architecture, manufacturing, public sector, defense communication, and gaming. She is also a well-known speaker who delivers talks on Drupal, Open Source, PHP, and Women in Technology, among other topics.
Sree has reviewed other tech books including:
- DevOps
- Twitter Bootstrap
- Drupal 7 Multi Sites Configuration
- Building Powerful and Robust Websites with Drupal 6
- Drupal 6 Module development
- PHP Team Development
- Drupal-6-site-blueprints
- Drupal 6 Attachment Views
- Drupal E-Commerce with Ubercart 2.x
- Drupal 7: First Look
- Twitter bootstrap
- Drupal SEO
- and many more
I would like to thank my family and friends who supported me in completing my reviews on time with good quality.
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