Teach yourself visually Salesforce.com
The highly visual, step-by-step guide to getting the most out of Salesforce.com Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step...
| Otros Autores: | , , |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Indianapolis, Indiana :
Visual
2015.
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| Edición: | 2nd ed |
| Colección: | Teach yourself visually.
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009629704306719 |
Tabla de Contenidos:
- Cover; Title Page; Table of Contents; Foreword; Chapter 1: Introducing Salesforce; Choose an Edition of Salesforce; Create a New User; Customize the Tabs; Upload a Company Logo; Create an App; Modify the Fiscal Year; Modify Business Hours; Log a Technical Support Case; Deactivate a User; View the Learning Center; Understanding the System Overview Page; Understanding the Company Information Page; Customize the Home Page; Understanding the Home Page; Chapter 2: Using the Sales Cloud; Create a New Lead; Convert a Lead; Create a New Account; Create a New Contact; Create a List View
- Create an Email TemplateSend a Single Email; Send a Mass Email; Create a New Opportunity; Create Products; Create Activities; Modify a Quote Template; Build a Quote; Email a Quote; Create a Web-to-Lead Form; Create a Lead Assignment Rule; Create a Lead Queue; Create an Auto-Response Rule; Create a Campaign; Chapter 3: Using the Service Cloud; Create a New Case Record; Create Case Assignment Rules; Create Case Escalation Rules; Enable Solutions; Create a Solution; Attach a Solution to a Case; Create a Web-to-Case Form; Create an Email-to-Case Address; Chapter 4: Using the AppExchange
- Introducing the AppExchangeFind and Select an App; Install an App; Find a Developer; Find a Consultant; Chapter 5: Configuring Reports and Dashboards; Understanding Report Formats; Create a Leads Report; Create a Contacts & Accounts Report; Create an Opportunity Report; Add Leads to a Campaign; Create Report Charts; Create a Custom Report Type; Schedule Reports; Create a Campaign Report; Summarize Report Data; Create a Joined Report; Export Reports to Excel; Add Grouping to Reports; Create a Report Formula; Understanding Dashboard Components; Create a Dashboard; Refresh a Dashboard
- Modify Columns on DashboardsAdd a Filter to a Dashboard; Manage Access to Reports; Schedule a Dashboard Refresh; Add a Report as a Dashboard Component; Set Up Dynamic Dashboards; Enable Dashboards for the iPad; Modify Report and Dashboard Features; Activate the Report Builder on Profiles; Chapter 6: Collaborating; Understanding Chatter; Enable Chatter; Enable Chatter Feeds on Accounts; Configure Chatter Groups; Create a Chatter Free User; Set Up Email Notifications; Install Chatter Desktop; Enable Salesforce-to-Salesforce; Configure Salesforce-to-Salesforce; Share an Account
- Accept a ConnectionEnable Ideas; Configure Ideas Themes; Enable Social Contacts; Configure Salesforce1; Leave Feedback on Documents in Content; Upload Documents to Content; Customize Libraries and Content; Enable Libraries and Content; Chapter 7: Configuring Security; View Object Security; Change Default Record Access; View the Role Hierarchy; Configure Session Settings; Create a New Role; Enable Field History; Configure the Password Policy; Configure Network Access; Configure Remote Site Settings; Reset a Security Token; Grant Login Access; Create a Validation Rule; Disable a Validation Rule
- Create an Account Sharing Rule
