Salesforce for Beginners: A step-by-step guide to creating, managing, and automating sales and marketing processes

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

Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook 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.

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 learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is for

If you’re new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.

Table of ContentsGetting Started with Salesforce and CRMUnderstanding Salesforce ActivitiesCreating and Managing Leads Business Development with Accounts and ContactsUsing Opportunities EffectivelyAchieving Business Goals Using CampaignsEnhancing Customer Service Using CasesBusiness Analysis using Reports and DashboardsSetup and ConfigurationAn Overview of Sharing and VisibilityUsing Sandboxes and Change SetsConfiguring Objects for Your business Third-Party Applications and Salesforce MobileUnderstanding the Workflow RulesImplementing Process BuilderApproval ProcessesAssignment Rules
Publisher ‏ : ‎ Packt Publishing
Publication date ‏ : ‎ May 29, 2020
Language ‏ : ‎ English
Print length ‏ : ‎ 472 pages
ISBN-10 ‏ : ‎ 183898609X
ISBN-13 ‏ : ‎ 978-1838986094
Item Weight ‏ : ‎ 1.77 pounds
Dimensions ‏ : ‎ 7.5 x 1.07 x 9.25 inches
Best Sellers Rank: #360,557 in Books (See Top 100 in Books) #136 in Enterprise Applications #397 in Internet & Telecommunications #917 in Computer Science (Books)
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