
Salesforce for Beginners.
A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform
Publisher:Packt Publishing Limited
By: Sharif Shaalan and Timothy Royer
Paid access
|May 2024Table of Contents
- Getting Started with Salesforce and CRM
- Understanding Salesforce Activities
- Creating and Managing Leads
- Business Development with Accounts and Contacts
- Driving the Sales Cycle with Opportunities
- Achieving Business Goals Using Campaigns
- Enhancing Customer Service with Cases
- Business Analysis Using Reports and Dashboards
- Setup and Configuration
- An Overview of Sharing and Visibility
- User Management and Data Security
- Managing Projects with Sandboxes and Change Sets
- Using Data Modeling to Configure Objects for Your Business
- Lightning Experience Customization
- Extending Functionality with Third-Party Applications and Salesforce Mobile
- Salesforce Flow
- Approval Processes
- Assignment Rules
- Data Integrity with Formulas and Validations
- Testing and Debugging
PDF ISBN: 978-1-80323-132-7
Publisher: Packt Publishing Limited
Copyright owner: © 2022 Packt Publishing Limited
Publication date: 2024
Language: English
Pages: 532
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