Book Image

Salesforce for Beginners

By : Sharif Shaalan
Book Image

Salesforce for Beginners

By: Sharif Shaalan

Overview of this book

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.
Table of Contents (23 chapters)
1
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
10
Section 2: Salesforce Administration
16
Section 3: Automating Business Processes Using Salesforce

Other Books You May Enjoy

If you enjoyed this book, you may be interested in these other books by Packt:

Salesforce CRM - The Definitive Admin Handbook - Fifth Edition
Paul Goodey

ISBN: 9781789619782

  • Configure a variety of user interface features in Salesforce CRM
  • Understand the capabilities of the Salesforce CRM sharing model
  • Explore Einstein Analytics - Salesforce's new wave of advanced reporting
  • Get to grips with the Lightning Process Builder workflow
  • Set up user profiles, security, and login access mechanisms
  • Find out how Apex and Visualforce coding can be used in Salesforce CRM
  • Manage the transition from Salesforce Classic to Lightning Experience
  • Implement data manipulation features to apply best practices in data management

Salesforce Lightning Platform Enterprise Architecture - Third Edition
Andrew Fawcett

ISBN: 9781789956719

  • Create and deploy AppExchange packages...