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Salesforce for Beginners Cover

Salesforce for Beginners

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

Paid access
|Jun 2020
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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. Using Opportunities Effectively
  6. Achieving Business Goals Using Campaigns
  7. Enhancing Customer Service Using Cases
  8. Business Analysis using Reports and Dashboards
  9. Setup and Configuration
  10. An Overview of Sharing and Visibility
  11. Using Sandboxes and Change Sets
  12. Configuring Objects for Your business
  13. Third-Party Applications and Salesforce Mobile
  14. Understanding the Workflow Rules
  15. Implementing Process Builder
  16. Approval Processes
  17. Assignment Rules
PDF ISBN: 978-1-83898-700-8
Publisher: Packt Publishing Limited
Copyright owner: © 2020 Packt Publishing Limited
Publication date: 2020
Language: English
Pages: 472