Showing posts with label Functional overview of Salesforce CRM. Show all posts
Showing posts with label Functional overview of Salesforce CRM. Show all posts

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