Salesforce for Beginners A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your orga...

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Detalles Bibliográficos
Otros Autores: Shaalan, Sharif, author (author), Royer, Timothy, author
Formato: Libro electrónico
Idioma:Inglés
Publicado: Birmingham, England : Packt Publishing [2022]
Edición:Second edition
Colección:Expert insight.
Materias:
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009701331506719
Tabla de Contenidos:
  • 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.