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Salesforce for Beginners. Cover

Salesforce for Beginners.

A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

Paid access
|May 2024
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Table of Contents

  1. Getting Started with Salesforce and CRM
  2. Understanding Salesforce Activities
  3. Creating and Managing Leads
  4. Business Development with Accounts and Contacts
  5. Driving the Sales Cycle with Opportunities
  6. Achieving Business Goals Using Campaigns
  7. Enhancing Customer Service with Cases
  8. Business Analysis Using Reports and Dashboards
  9. Setup and Configuration
  10. An Overview of Sharing and Visibility
  11. User Management and Data Security
  12. Managing Projects with Sandboxes and Change Sets
  13. Using Data Modeling to Configure Objects for Your Business
  14. Lightning Experience Customization
  15. Extending Functionality with Third-Party Applications and Salesforce Mobile
  16. Salesforce Flow
  17. Approval Processes
  18. Assignment Rules
  19. Data Integrity with Formulas and Validations
  20. 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