CHAPTER 7Best Practices for Configuring CRM On Demand
Now that you’ve gone through the rigorous process of designing your CRM On Demand application to meet your particular business needs, you can begin to apply the configuration changes necessary to represent that design in the system. Just as the overall CRM design should adhere to best practices, the configuration should hold to those practices as well. In this chapter, we’ll discuss how to achieve an effective configuration by applying proven best practices.
CRM On Demand provides administrators with numerous tools for configuring the application to support a business process. These include field configuration (relabeling, adding, and removing fields, creating cascading picklists, and performing ...
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