E-book details

Salesforce for Beginners. A step-by-step guide to creating, managing, and automating sales and marketing processes

Salesforce for Beginners. A step-by-step guide to creating, managing, and automating sales and marketing processes

Sharif Shaalan

Ebook
Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment.
You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator.
By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals.
  • 1. Getting Started with Salesforce and CRM
  • 2. Understanding Salesforce Activities
  • 3. Creating and Managing Leads
  • 4. Business Development with Accounts and Contacts
  • 5. Using Opportunities Effectively
  • 6. Achieving Business Goals Using Campaigns
  • 7. Enhancing Customer Service Using Cases
  • 8. Business Analysis using Reports and Dashboards
  • 9. Setup and Configuration
  • 10. An Overview of Sharing and Visibility
  • 11. Using Sandboxes and Change Sets
  • 12. Configuring Objects for Your business
  • 13. Third-Party Applications and Salesforce Mobile
  • 14. Understanding the Workflow Rules
  • 15. Implementing Process Builder
  • 16. Approval Processes
  • 17. Assignment Rules
  • Title: Salesforce for Beginners. A step-by-step guide to creating, managing, and automating sales and marketing processes
  • Author: Sharif Shaalan
  • Original title: Salesforce for Beginners. A step-by-step guide to creating, managing, and automating sales and marketing processes
  • ISBN: 9781838987008, 9781838987008
  • Date of issue: 2020-05-29
  • Format: Ebook
  • Item ID: e_2adf
  • Publisher: Packt Publishing