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Salesforce CRM – The Definitive Admin Handbook - Third Edition by Paul Goodey

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Salesforce automation

Salesforce automation allows the management and control of the phases required for the sales process within a Customer Relationship Management (CRM) system. Enabling and automating these phases within CRM systems helps improve quality and also minimizes the time that sales representatives spend on each phase.

Salesforce automation in Salesforce.com is performed within the Sales App, which can be accessed from the App Menu in the top-right corner of the Salesforce CRM screen.

At the core of the Sales App in Salesforce CRM are the account, contact, and opportunity management functions that track and record each stage in the sales process for new and existing customers.

Accounts can be sorted by standard views or customized views, ...

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