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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 Features Enhanced with reader feedback
and updated with the latest UI for efficient learning Learn how to
use Salesforce Flow, the new replacement for workflow rules and
process builders on the Salesforce platform Become familiar with
the basics of Salesforce administration and mobile app setup Book
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 investment This 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 administrator By the end of the book, you will know how
to manipulate Salesforce to achieve your business goals What you
will learn Explore business development with leads, 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 Practice automating business processes with Salesforce
Flow Gain a high-level overview of the items in the administration
section Grasp the different aspects needed to build an effective
Salesforce security model Who 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
Get a 360-degree view of the Salesforce platform and learn how to
use it for sales, service, marketing, and automating business
processes. Key Features Understand how to use core Salesforce
objects for maximum efficiency Build various dashboards and reports
to analyze results and improve visibility in your business
processes Learn the basics of Salesforce administration and mobile
app set up Book 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 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 Who this book
is forIf 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.
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