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Salesforce CRM - The Definitive Admin Handbook

You're reading from Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

Product type Paperback

Published in Dec 2016

Publisher Packt

ISBN-13 9781786468963

Length 644 pages

Edition 4th Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Paul Goodey

View More author details

Table of Contents (12) Chapters

Preface

1. Setting up Salesforce CRM and the Company Profile

2. Managing Users and Controlling System Access FREE CHAPTER

3. Configuring Objects and Apps

4. Securing Access to Data and Data Validation

5. Managing Data in Salesforce CRM

6. Generating Data Analytics with Reports and Dashboards

7. Implementing Business Processes in Salesforce CRM

8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM

9. Extending and Enhancing Salesforce CRM

10. Administrating the Mobile Features of Salesforce CRM

11. Studying for the Certified Administrator Exam

Salesforce Adoption Manager

The Salesforce Adoption Manager is a Salesforce1 training and engagement tool provided by Salesforce that sends mobile users intelligent email notifications. The objective of the tool is to drive adoption of the Salesforce1 mobile app by new Salesforce1 users. It also engages with existing users who have not used Salesforce1 for a while to encourage them to start re-using the app.

Note

Salesforce Adoption Manager is only available, at the time of writing, in the following countries; USA, UK, and Australia.

To enable Salesforce Adoption Manager, navigate to Setup | Manage Users | Adoption Manager and select Enable Salesforce Adoption Manager, as shown in the following screenshot:

Salesforce Adoption Manager

Once you activate the feature, a personalized invite email is sent to users to download the Salesforce1 mobile app. Once your users have downloaded Salesforce1, they then receive an email containing a custom link to install the Salesforce1 downloadable app. Subsequent emails are then sent...

The rest of the chapter is locked

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Authors (1)

Goodey

Goodey

Paul Goodey is the author of the book entitled Salesforce CRM Admin Cookbook, by Packt Publishing. He has over 25 years' experience developing web technology solutions for companies of all sizes across a variety of industries, and has been building solutions with Salesforce CRM since 2006. He has enjoyed a variety of roles while working with Salesforce CRM, having worked as a developer, business analyst, solutions architect, and system administrator to provide solutions for both in-house and consultancy-based end users. Based in the UK, near London, his professional qualifications include Salesforce Certified Administrator (ADM-201), and he is a keen and active member of Salesforce's administrator and developer online communities.

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