Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective.Purchase of the print or Kindle book includes a free eBook in the PDF format.
Key Features: Enhanced with reader feedback and updated with the latest UI for efficient learningLearn how to use Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platformBecome familiar with the basics of Salesforce administration and mobile app setup
Book Description: Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment
This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Flows, Approval Processes, and Assignment Rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator
By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
What You Will Learn: Explore business development with leads, accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsPractice automating with Flows, the main automation tool for SalesforceGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective Salesforce security model
Who this book is for: If you are new to Salesforce and want to learn it from scratch, an administrator looking