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
by:Sharif Shaalan
pages 页数:472 pages
Publisher Finelybook 出版社:Packt Publishing (29 May 2020)
Language 语言:English
ISBN-10 书号:183898609X
ISBN-13 书号:9781838986094

Book Description
Get a 360-degree view of the Salesforce platform and learn how to use it for sales,service,marketing,and automating business processes.
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.
What you will learn

Understand 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 model
Table of Contents
Preface
Section 1:Salesforce for Sales,Marketing,and Customer
Relationship Management
Chapter 1:Getting Started with Salesforce and CRM
Chapter 2:Understanding Salesforce Activities
Chapter 3:Creating and Managing Leads
Chapter 4:Business Development with Accounts and Contacts
Chapter 5:Using Opportunities Effectively
Chapter 6:Achieving Business Goals Using Campaigns
Chapter 7:Enhancing Customer Service Using Cases
Chapter 8:Business Analysis Using Reports and Dashboards
Section 2:Salesforce Administration
Chapter 9:Setup and Configuration
Chapter 10:An Overview of Sharing and Visibility
Chapter 11:Using Sandboxes and Change Sets
Chapter 12:Configuring Objects for Your Business
Chapter 13:Third-Party Applications and Salesforce Mobile
Section 3:Automating Business Processes Using Salesforce
Chapter 14:Understanding the Workflow Rules
Chapter 15:Implementing Process Builder
Chapter 16:Approval Processes
Chapter 17:Assignment Rules
Assessments
Other Books You May Enjoy
Index

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