Salesforce for dummies / Liz Kao, Jon Paz.

By: Kao, Liz [author.]Contributor(s): Paz, Jon [author.]Material type: TextTextSeries: for dummiesPublication details: Indianapolis : John Wiley and Sons, c2024Edition: 8th editionDescription: xvi, 392 pages ; 24 cmISBN: 978-1-394-23166-9Subject(s): CUSTOMER RELATIONS MANAGEMENT | SALESFORCE (ONLIVE SERVICE)LOC classification: HF 5415.5 K36 2024
Contents:
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. --
Summary: 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
Tags from this library: No tags from this library for this title. Log in to add tags.
Star ratings
    Average rating: 0.0 (0 votes)
Holdings
Item type Current library Home library Collection Shelving location Call number Status Date due Barcode
Books Books NU Fairview College LRC
NU Fairview College LRC
School of Business and Accountancy General Circulation GC HF 5415.5 K36 2024 (Browse shelf(Opens below)) Available NUFAI000005527

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

There are no comments on this title.

to post a comment.

© 2023 NU LRC FAIRVIEW. All rights reserved. Privacy Policy I Powered by: KOHA