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 approx.
Language
English
Certification
Not available

About Course

Book Content

chapters 15h44m total length

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

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