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Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (16) Chapters Close

Title Page
Credits
About the Author
Acknowledgements
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
1. Salesforce CRM's Home Page is Where the Heart is... FREE CHAPTER 2. Making a Picture Paint a Thousand Words... 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Introduction


The customer relationship management (CRM) industry's experts cite poor data quality as one of the top reasons that CRM applications fail to deliver. Poor quality data often leads to missing, inconsistent, and misleading information, which can cause user dissatisfaction and a lack of user adoption.

It is important that users understand that the data quality in Salesforce CRM is not only the responsibility of their system administrator, but that they must contribute to the accurate recording of information and understand how data quality directly affects their work efforts.

It is, however, true that people can make mistakes when entering data. This is where the power of the Salesforce CRM application and the https://developer.salesforce.com/docs/atlas.en-us.fundamentals.meta/fundamentals/adg_intro.htm platform becomes truly apparent.

We can mitigate this source of error by building automatic validations and workflows in Salesforce CRM to prevent users from making errors and cleaning...

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