Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, 2nd Edition 2nd edition
by Sharif Shaalan ，Timothy Royer
Publisher finelybook 出版社: Packt Publishing; 2nd edition (October 31, 2022)
Language 语言: English
Print Length 页数: 532 pages
ISBN-10: 1803239107
ISBN-13: 9781803239101
Book Description
Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective.
Purchase of the print or Kindle book includes a free eBook in the PDF format.
Key Features
Enhanced with reader feedback and updated with the latest UI for efficient learning
Learn how to use Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platform
Become familiar with the basics of Salesforce administration and mobile app setup
Book Description
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
This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you’ll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you’ll explore tools such as Salesforce Flows, 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 will know how to manipulate Salesforce to achieve your business goals
What you will learn
Explore business development with leads, 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
Practice automating business processes with Salesforce Flow
Gain a high-level overview of the items in the administration section
Grasp the different aspects needed to build an effective Salesforce security model
Who this book is for
If you are new to Salesforce and want to learn it from scratch, an administrator looking to build your Salesforce skills, or a student looking to start a career in Salesforce, this book is for you. No prior knowledge of the Salesforce is required to get started with this book
Table of Contents
Getting Started with Salesforce and CRM
Understanding Salesforce Activities
Creating and Managing Leads
Business Development with Accounts and Contacts
Driving the Sales Cycle with Opportunities
Achieving Business Goals Using Campaigns
Enhancing Customer Service with Cases
Business Analysis Using Reports and Dashboards
Setup and Configuration
An Overview of Sharing and Visibility
User Management and Data Security
Managing Projects with Sandboxes and Change Sets
Using Data Modeling to Configure Objects for Your Business
Lightning Experience Customization
Extending Functionality with Third-Party Applications and Salesforce Mobile
Salesforce Flow
Approval Processes
Assignment Rules
Data Integrity with Formulas and Validations
Testing and Debugging
