
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 2024Table of Contents
- 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
PDF ISBN: 978-1-83898-700-8
Publisher: Packt Publishing Limited
Copyright owner: © 2020 Packt Publishing Limited
Publication date: 2024
Language: English
Pages: 472
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