Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes.Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiency Build various dashboards and reports to analyze results and improve visibility in your business processes Learn the basics of Salesforce administration and mobile app set upBook DescriptionSalesforce 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.What you will learnUnderstand the difference between Salesforce Lightning and Salesforce Classic Create and manage leads in Salesforce Explore business development with accounts and contacts in Salesforce Find out how stages and sales processes help you manage your opportunity pipeline Achieve marketing goals using Salesforce campaigns Perform business analysis using reports and dashboards Gain a high-level overview of the items in the administration section Grasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is forIf you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.Table of ContentsGetting Started with Salesforce and CRMUnderstanding Salesforce ActivitiesCreating and Managing LeadsBusiness Development with Accounts and ContactsUsing Opportunities EffectivelyAchieving Business Goals Using CampaignsEnhancing Customer Service Using CasesBusiness Analysis using Reports and DashboardsSetup and ConfigurationAn Overview of Sharing and VisibilityUsing Sandboxes and Change SetsConfiguring Objects for Your businessThird-Party Applications and Salesforce MobileUnderstanding the Workflow RulesImplementing Process BuilderApproval ProcessesAssignment Rules
Details e-book Salesforce for Beginners: A step-by-step guide to creating, managing, and automating sales and marketing processes
🗸 Author(s): Sharif Shaalan
🗸 Title: Salesforce for Beginners: A step-by-step guide to creating, managing, and automating sales and marketing processes
🗸 Rating : 4.4 from 5 stars (162 reviews)
🗸 ISBN-10: 183898609X
🗸 ISBN-13: 9781838986094
🗸 Languange: English
🗸 Format ebook: PDF, EPUB, Kindle, Audio, HTML and MOBI
🗸 Supported Devices: Android, iOS, PC and Amazon Kindle
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