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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

3.1 (8)
By: Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (13 chapters)
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Account management


An account can represent your customer, partner, or competitor. A customer account allows you to store your customer data, so you can have a 360-degree view of your customer. Whereas, a partner account helps you to better manage your partner by allowing them limited access to your Salesforce using the Partner community. A competitor account allows you to manage your competitor offerings, rates, and service industries.

As per a Gartner report, 65% of a company's business comes from existing customers and it costs them five times more to attract a new customer than to keep an existing one satisfied. This indicates the importance of maintaining a good relationship with existing customers and, at the same time, follow-up with focused customer engagement to grow the relationship and increase revenue growth on an ongoing basis.

The different types of accounts in Salesforce are as follows:

  • Business account (B2B): When you sell a product or offering to another organization, such...

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