Salesforce for Beginners
A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, 2nd Edition
Sharif Shaalan, Timothy Royer
- 532 pages
- English
- ePUB (adapté aux mobiles)
- Disponible sur iOS et Android
Salesforce for Beginners
A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, 2nd Edition
Sharif Shaalan, Timothy Royer
Ă propos de ce livre
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 Featuresâą Enhanced with reader feedback and updated with the latest UI for efficient learningâą Learn how to use Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platformâą Become familiar with the basics of Salesforce administration and mobile app setupBook 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 investmentThis 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 administratorBy the end of the book, you will know how to manipulate Salesforce to achieve your business goalsWhat you will learnâą Explore business development with leads, accounts and contacts in Salesforceâą Find out how stages and sales processes help you manage your opportunity pipelineâą Achieve marketing goals using Salesforce campaignsâą Perform business analysis using reports and dashboardsâą Practice automating business processes with Salesforce Flowâą Gain a high-level overview of the items in the administration sectionâą Grasp the different aspects needed to build an effective Salesforce security modelWho this book is forIf 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