Salesforce for Beginners

A step-by-step guide to creating, managing, and automating sales and marketing processes

Publisher:Packt Publishing Limited

By: Sharif Shaalan

Paid access

|Jun 2024

E-Book €37.99Institutions €138.95

Description

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 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 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 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.

Getting Started with Salesforce and CRM
Understanding Salesforce Activities
Creating and Managing Leads
Business Development with Accounts and Contacts
Using Opportunities Effectively
Achieving Business Goals Using Campaigns
Enhancing Customer Service Using Cases
Business Analysis using Reports and Dashboards
Setup and Configuration
An Overview of Sharing and Visibility
Using Sandboxes and Change Sets
Configuring Objects for Your business
Third-Party Applications and Salesforce Mobile
Understanding the Workflow Rules
Implementing Process Builder
Approval Processes
Assignment Rules

Table of contents

Authors

Metrics

PDF ISBN: 978-1-83898-700-8

Publisher: Packt Publishing Limited

Publication date: 2024

Language: English

Pages: 472

Related subjects:

Computer sciences,

Computer sciences, other

Salesforce for Beginners

Key Features

Book Description

What you will learn

Who this book is for

Table of Contents

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