Salesforce for dummies /
Kao, Liz,
Salesforce for dummies / Liz Kao, Jon Paz. - 8th edition. - Indianapolis : John Wiley and Sons, c2024. - xvi, 392 pages ; 24 cm. - for dummies .
Includes index.
Introduction. -- Part 1 : Introducing Salesforce. -- Chapter 1 : Customer Relationship Management at a Glance. -- Chapter 2 : Discovering Salesforce Products. -- Part 2 : Understanding Salesforce Features. -- Chapter 3 : Navigating Salesforce. -- Chapter 4 : Personalizing Salesforce. -- Chapter 5 : Working in Salesforce. -- Part 3 : Closing More Deals with Sales Cloud. -- Chapter 6 : Tracking Leads. -- Chapter 7 : Using Accounts. -- Chapter 8 : Developing Contacts. -- Chapter 9 : Tracking Opportunities. -- Chapter 10 : Tracking Products and Price Books. -- Part 4 : Providing Support with Service Cloud. -- Chapter 11 : Tracking the Support Life Cycle with Cases. -- Chapter 12 : Diversifying Your Support Channels. -- Part 5 : Empowering Marketing to Generate Measurable Demand. -- Chapter 13 : Creating Marketing Campaigns to Drive Demand. -- Chapter 14 : Driving Sales Effectiveness with Salesforce Files and Content. -- Part 6 : Mastering Basic Salesforce Administration. -- Chapter 15 : Performing Common Configurations. -- Chapter 16 : Automating Processes with Flows. -- Chapter 17 : Migrating Existing Automation to Flow. -- Chapter 18 : Diving Deeper into Standard Object Setup. -- Chapter 19 : Building Custom Apps. -- Chapter 20 : Accessing the Right Data with User Permissions. -- Part 7 : Measuring Overall Business Performance. -- Chapter 22 : Analyzing Data with Reports. -- Chapter 23 : Seeing the Big Picture with Dashboards. -- Part 8 : The Part of Tens. -- Chapter 24 : Ten Ways to Drive More Productivity. -- Chapter 25 : Ten Keys to a Successful Migration to Lightning. -- Index. --
Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster
978-1-394-23166-9
2024934845
CUSTOMER RELATIONS MANAGEMENT.
SALESFORCE (ONLIVE SERVICE).
HF 5415.5 K36 2024
Salesforce for dummies / Liz Kao, Jon Paz. - 8th edition. - Indianapolis : John Wiley and Sons, c2024. - xvi, 392 pages ; 24 cm. - for dummies .
Includes index.
Introduction. -- Part 1 : Introducing Salesforce. -- Chapter 1 : Customer Relationship Management at a Glance. -- Chapter 2 : Discovering Salesforce Products. -- Part 2 : Understanding Salesforce Features. -- Chapter 3 : Navigating Salesforce. -- Chapter 4 : Personalizing Salesforce. -- Chapter 5 : Working in Salesforce. -- Part 3 : Closing More Deals with Sales Cloud. -- Chapter 6 : Tracking Leads. -- Chapter 7 : Using Accounts. -- Chapter 8 : Developing Contacts. -- Chapter 9 : Tracking Opportunities. -- Chapter 10 : Tracking Products and Price Books. -- Part 4 : Providing Support with Service Cloud. -- Chapter 11 : Tracking the Support Life Cycle with Cases. -- Chapter 12 : Diversifying Your Support Channels. -- Part 5 : Empowering Marketing to Generate Measurable Demand. -- Chapter 13 : Creating Marketing Campaigns to Drive Demand. -- Chapter 14 : Driving Sales Effectiveness with Salesforce Files and Content. -- Part 6 : Mastering Basic Salesforce Administration. -- Chapter 15 : Performing Common Configurations. -- Chapter 16 : Automating Processes with Flows. -- Chapter 17 : Migrating Existing Automation to Flow. -- Chapter 18 : Diving Deeper into Standard Object Setup. -- Chapter 19 : Building Custom Apps. -- Chapter 20 : Accessing the Right Data with User Permissions. -- Part 7 : Measuring Overall Business Performance. -- Chapter 22 : Analyzing Data with Reports. -- Chapter 23 : Seeing the Big Picture with Dashboards. -- Part 8 : The Part of Tens. -- Chapter 24 : Ten Ways to Drive More Productivity. -- Chapter 25 : Ten Keys to a Successful Migration to Lightning. -- Index. --
Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster
978-1-394-23166-9
2024934845
CUSTOMER RELATIONS MANAGEMENT.
SALESFORCE (ONLIVE SERVICE).
HF 5415.5 K36 2024
