Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, by Sharif Shaalan, Timothy Royer English | October 31, 2022 | ISBN: 1803239107 | 532 pages | PDF | 26 Mb
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
Automate business processes with Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platform
Discover key data integrity and security concepts with new, specially dedicated chapters
Take your first steps in basic testing and debugging as a Salesforce professional
Book Description
The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you.
Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge.
Working with the world's leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more.
In this new edition you'll get to explore the popular automation tool Salesforce Flow. You'll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
What you will learn
Explore business development with leads, accounts and contacts in Salesforce
Find out how stages and sales processes help you manage your opportunity pipeline
Achieve marketing goals using Salesforce campaigns
Perform business analysis using reports and dashboards
Practice automating business processes with Salesforce Flow
Gain a high-level overview of the items in the administration section
Grasp 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 to build your Salesforce skills, or a student looking to start a career in Salesforce, this book is for you. No prior knowledge of the Salesforce is required to get started with this book
Table of Contents
Getting Started with Salesforce and CRM
Understanding Salesforce Activities
Creating and Managing Leads
Business Development with Accounts and Contacts
Driving the Sales Cycle with Opportunities
Achieving Business Goals Using Campaigns
Enhancing Customer Service with Cases
Business Analysis Using Reports and Dashboards
Setup and Configuration
An Overview of Sharing and Visibility
User Management and Data Security
Managing Projects with Sandboxes and Change Sets
Using Data Modeling to Configure Objects for Your Business
Lightning Experience Customization
Extending Functionality with Third-Party Applications and Salesforce Mobile
Salesforce Flow
Approval Processes
Assignment Rules
Data Integrity with Formulas and Validations
Testing and Debugging
Feel Free to contact me for book requests, informations or feedbacks.
Without You And Your Support We Can't Continue
Thanks For Buying Premium From My Links For Support
Note:
Only Registed user can add comment, view hidden links and more, please register now
Related Posts
![Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform - Sharif Shaalan]()
Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform - Sharif Shaalan
![Salesforce for Beginners: A step-by-step guide to optimize sales and marketing ...]()
Salesforce for Beginners: A step-by-step guide to optimize sales and marketing ...
![Salesforce for Beginners by Sharif Shaalan]()
Salesforce for Beginners by Sharif Shaalan
At 0dayhome.net, you'll find a vast collection of educational and informative tutorials to help you enhance your skills and knowledge in various fields.
Our tutorials section serves as a valuable resource for beginners and experts alike, providing step-by-step guides, tips, and tricks on subjects such as technology, design, programming, photography, and much more. Whether you're looking to expand your professional repertoire or simply indulge in a new hobby, 0dayhome.net has got you covered.
Why choose 0dayhome.net for all your tutorial needs? Here are a few reasons:
Diverse Topics: Our platform offers a diverse range of tutorials, catering to various interests and skill levels. From learning the basics of coding to mastering advanced graphic design techniques, our tutorials cover it all.
Easy-to-Follow Guides: We understand the importance of clear and concise instructions. Our tutorials are meticulously crafted with simplicity in mind, allowing you to easily grasp complex concepts and apply your newfound knowledge.
Comprehensive Content: Whether you're a beginner seeking introductory tutorials or an expert looking for advanced techniques, our comprehensive collection has tutorials for every level of expertise. Take your skills to the next level with 0dayhome.net .
Regular Updates: We frequently update our tutorials section, ensuring that you have access to the latest trends and techniques in your chosen field. Stay ahead of the curve and expand your knowledge with our up-to-date content.
Community Engagement: Join our thriving community of learners and experts to connect, share insights, and seek guidance. Interact with fellow enthusiasts, exchange ideas, and strengthen your skills through collaboration.
Free Access: Yes, you read it right! 0dayhome.net offers free access to its tutorials section. Learn and grow without any financial constraints.
So, whether you're an aspiring programmer, a budding designer, or simply curious about exploring new subjects, 0dayhome.net tutorials are your go-to resource. Visit our website today and embark on a journey of continuous learning and improvement.
