Salesforce.com for dummies
More than 150,000 businesses worldwide successfully manage their sales, marketing, and customer service and support functions with Salesforce.com.
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, NJ:
Wiley
c2016.
Hoboken, New Jersey : 2016. |
| Edición: | 6th ed |
| Colección: | --For dummies.
Learning made easy. |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009630174806719 |
Tabla de Contenidos:
- Title Page; Table of Contents; Introduction; About This Book; Foolish Assumptions; Icons Used in This Book; Beyond the Book; Where to Go from Here; Part 1: Introducing Salesforce; Chapter 1: Customer Relationship Management at a Glance; Introducing the Customer Relationship Management life cycle; Looking to Customer Relationship Management to Solve Critical Business Challenges; Selecting Salesforce as Your Customer Relationship Management System; Chapter 2: Discovering Salesforce.com's Products; Using Sales Cloud to Win More Deals; Generating Better Leads with Marketing Cloud
- Providing Excellent Customer Service with Service CloudDeciding Which Salesforce Edition Is Best for You; Part 2: Understanding Salesforce Features; Chapter 3: Navigating Salesforce; Getting Familiar with Basic Salesforce Terms; Accessing Salesforce; Navigating the Home Page; Navigating the Apps; Explaining the Lightning Experience; Chapter 4: Personalizing Salesforce; Completing the My Profile Page; Using the My Settings Menu; Modifying Your Personal Information; Setting Up Salesforce1 for Your Mobile Device; Importing Your Contacts; Working with Salesforce Remotely
- Chapter 5: Working in SalesforceManaging Records; Detailing the Record; Reviewing Activities; Creating Activities; Organizing and Viewing Activities; Updating Activities; Understanding Email Fields in Salesforce; Setting Up Your Email; Sending Email from Salesforce; Sending Mass Email; Getting Help and Setting Up; Chapter 6: Collaborating in the Cloud; Preparing to Use Chatter; Understanding Key Chatter Terms; Turning On Chatter; Locating Chatter on Your Home Page; Profiling Yourself; Keeping Everyone Informed with Posts; Choosing What to Follow; Being Part of a Group
- Managing Chatter NotificationsUsing Chatter Effectively; Part 3: Closing More Deals with Sales Cloud; Chapter 7: Tracking Leads; Introducing the Lead Record; Setting Up Your Leads; Accepting Leads from a Queue; Following Up on Leads; Maintaining Your Lead Database; Building Your Lead Database with Data.com; Chapter 8: Using Accounts; Getting Familiar with the Account Record; Performing Actions with Account Related Lists; Maintaining Your Account Database; Chapter 9: Developing Contacts; Understanding the Contact Record; Customizing Contact Information; Entering and Updating Your Contacts
- Organizing Your ContactsDeveloping Organizational Charts; Chapter 10: Tracking Opportunities; Getting Familiar with the Opportunity Record; Entering Opportunities; Modifying Opportunity Records; Organizing Your Opportunities; Following Opportunities with Chatter; Chapter 11: Tracking Products and Price Books; Discovering Products and Price Books; Using Products and Price Books; Building the Product Catalog; Setting Up Schedules; Managing Price Books; Chapter 12: Managing Your Partners; Understanding the Partner Life Cycle; Managing Your Channel with Salesforce Communities
- Accessing Salesforce Communities as a Partner
