Learn Salesforce: A beginner's guide for new users and administrators interested in learning Salesforce CRM by Sharif Shaalan
- Learn Salesforce: A beginner's guide for new users and administrators interested in learning Salesforce CRM
- Sharif Shaalan
- Page: 314
- Format: pdf, ePub, mobi, fb2
- ISBN: 9781838986094
- Publisher: Packt Publishing
Download ebooks in txt format free Learn Salesforce: A beginner's guide for new users and administrators interested in learning Salesforce CRM by Sharif Shaalan
Overview
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 the core Salesforce objects for maximum efficiency Build various dashboards and reports to analyze results and improve your business profits Learn the basics of Salesforce Administration and configure it using the Salesforce mobile app Book Description Salesforce is the world's leading Customer Relationship Management (CRM) software that helps businesses to connect with their customers and partners effectively. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and administrator operations in your organization skillfully. You'll learn how to use and configure Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop business prospects using 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 be able to automate business tasks and set out on the path to becoming a successful Salesforce administrator. You'll also learn how to build various reports and dashboards within Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, Flows, and assignment rules for business process automation. By the end of the book, you'll have learned how to manipulate Salesforce 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 opportunities Achieve business goals using Salesforce campaigns Perform business analysis using reports and dashboards Gain a high-level overview of items in the administration section Grasp the concept of role hierarchy and see how roles are used in the 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.
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