I am new to Salesforce.com and just read this article:
http://www.salesforce.com/customer-resources/learning-center/details/best-practices/choose-the-right-tools-to-customize-and-extend-salesforce-crm.jsp
I want to know more about configuration opportunities with Salesforce CRM thus I am wondering if anyone is able to explain the out-of-the-box configuration to me.
What can I customize with it and how does it work in detail?
Thank you for your help!
2 respuestas
Jorg,
You can customize lot of things using OOTB features of Salesforce CRM. In terms of opportunities, following are possible with just click and NO Coding/ Programming
1. Look and feel of the layouts. Customize them with your preference.
2. Set your own business process / sales automation
3. Have email alerts for eg with big opportunities
4. Set security level for who should see what kind of opportunities. may be restrciting withing group or set role heirarchies.
5. Have some custom valdiations on Opportunities which would rquire adhering to companys requirement.
6. Pull out reports of the deals in progress, past deals and futue deals. Check out the forecasting feature and broader your management's vision on how to achieve more.
HTH
JJ
