Book

Salesforce for Beginners

Learn Salesforce is a fully equipped comprehensive guide that will help you understand how to manage Sales, Marketing, Customer relationships, and administrator operations in your organization. This book will explain how these departments can utilize the Salesforce CRM to maximize the efficiency to achieve your business goals.

Offered byPackt Logo

Difficulty Level

Intermediate

Completion Time

15h44m

Language

English

About Book

Who Is This Book 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.

Book content

chapters • 15h44m total length

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

Related Resources

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