A CRM system must help its users be as productive as possible to justify its investment; therefore, if there are any aspects that can be made more efficient, it is usually worth considering.

The Salesforce CRM application aims to be as efficient as possible out of the box; however, there are often organization-specific business processes and rules that need to be implemented, and this is where the power of the Salesforce platform becomes truly apparent.

In this chapter, recipes are provided that create business processes and automate data manipulation that can be used to satisfy an organization's unique requirements for business rules and logic.