11 Mar 2016

Functional overview of Salesforce CRM

Salesforce CRM Record Lifecycle::

Marketing administration

Ø Campaign management
Ø Campaign planning
Ø Campaign setup
Ø Campaign creation
Ø Campaign execution
Ø Campaign responses
Ø Campaign effectiveness
Ø Lead management
Ø Standard lead fields
Ø Lead business process
Ø Creating Leads in Salesforce CRM

Salesforce automation

Ø Account management
Ø Contact management
Ø Activity management
Ø Cloud Scheduler
Ø Cloud Scheduler setup
Ø Cloud Scheduler requesting a meeting
Ø Opportunity management

Service cloud

Ø Case management
Ø Email-to-Case
Ø Web-to-Case
Ø Case queues
Ø Assignment rules
Ø Escalation rules
Ø Early triggers