- English
- ePUB (mobile friendly)
- Available on iOS & Android
eBook - ePub
Teach Yourself VISUALLY Salesforce.com
About this book
The highly visual, step-by-step guide to getting the most out of Salesforce.com
Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of Salesforce.com. You'll be walked through each step of the entire process, from choosing the right edition and customizing your service to capturing leads, inputting contacts, tracking correspondence, reviewing reports, and more. This updated edition covers the newest features and tools that make your business run more smoothly, so you can get up and running quickly.
This book is your ultimate guide to optimizing Salesforce.com capabilities, helping you leverage your data into added value for your business.
- Choose the right Salesforce.com edition to suit your needs
- Master the latest and most helpful features
- Personalize your system for a tailor-made CRM solution
- Manage accounts, develop contacts, track inventory, and more
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Please note we cannot support devices running on iOS 13 and Android 7 or earlier. Learn more about using the app.
Yes, you can access Teach Yourself VISUALLY Salesforce.com by Justin Davis,Kristine Curington in PDF and/or ePUB format, as well as other popular books in Computer Science & Entreprise Applications. We have over one million books available in our catalogue for you to explore.
Information
CHAPTER 1
Introducing Salesforce
Salesforce is the world’s premier sales and business management tool. It is used by major corporations and small businesses to automate, streamline, and track sales processes, increasing the efficiency and productivity of your staff and maximizing your business’s value.
Choose an Edition of Salesforce
Understanding the Home Page
Customize the Home Page
Create a New User
Customize the Tabs
Upload a Company Logo
Create an App
Understanding the Company Information Page
Understanding the System Overview Page
Modify the Fiscal Year
Modify Business Hours
Log a Technical Support Case
Deactivate a User
View the Learning Center
Choose an Edition of Salesforce
To provide you with the best return on your investment, Salesforce offers five editions. Price points and features are outlined at
www.salesforce.com/crm/editions-pricing.jsp.When you contact a
salesforce.com account executive, he or she will ask questions to help you choose the edition that best suits your needs. You can upgrade to an edition with more features at any time by sending an electronic order to salesforce.com. Activation takes approximately a day. Note that you cannot downgrade editions.Contact Manager Edition
Contact Manager offers basic contact, task, and event management for up to five users. This edition includes integration with Outlook and mobile access. Note that Gmail is supported only through a third-party add-on.
Group Edition
Group Edition includes all the features Contact Manager does, plus a web-to-lead management form, reports, opportunity lists, dashboards for tracking performance, and the option to install one of the applications from the AppExchange,
salesforce.com ’s add-on marketplace.Professional Edition
Professional Edition offers all the features Group Edition does, plus the ability to send mass emails, manage marketing campaigns and products, create customizable personalized dashboards, add custom tabs and objects to Salesforce, and manage cases for customer service tracking. This edition includes up to five AppExchange applications and is ideal for most small businesses because it offers comprehensive analytics and custom reports.
Enterprise Edition
Table of contents
- Cover
- Title Page
- Table of Contents
- Foreword
- Chapter 1: Introducing Salesforce
- Chapter 2: Using the Sales Cloud
- Chapter 3: Using the Service Cloud
- Chapter 4: Using the AppExchange
- Chapter 5: Configuring Reports and Dashboards
- Chapter 6: Collaborating
- Chapter 7: Configuring Security
- Chapter 8: Managing Your Data
- Chapter 9: Configuring Workflow
- End User License Agreement