Details

Salesforce For Dummies

8. Aufl.

von: Liz Kao, Jon Paz
21,99 €
Verlag:	Wiley
Format:	EPUB
Veröffentl.:	02.04.2024
ISBN/EAN:	9781394231676
Sprache:	englisch
Anzahl Seiten:	416

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Beschreibungen

Titelbeschreibung

Your easy-to-follow guide to the world’s leading cloud-based CRM software 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. <ul> <li>Get started with configuring Salesforce and set up the apps that your business needs</li> <li>Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein </li> <li>Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes</li> <li>Find new ways to improve productivity and reduce administration time</li></ul>Salesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world’s top CRM.

Inhaltsverzeichnis

Introduction 1 Part 1: Introducing Salesforce 5 Chapter 1: Customer Relationship Management at a Glance 7 Chapter 2: Discovering Salesforce Products 13 Part 2: Understanding Salesforce Features 23 Chapter 3: Navigating Salesforce 25 Chapter 4: Personalizing Salesforce 43 Chapter 5: Working in Salesforce 57 Part 3: Closing More Deals with Sales Cloud 81 Chapter 6: Tracking Leads 83 Chapter 7: Using Accounts 105 Chapter 8: Developing Contacts 113 Chapter 9: Tracking Opportunities 125 Chapter 10: Tracking Products and Price Books 139 Part 4: Providing Support with Service Cloud 155 Chapter 11: Tracking the Support Life Cycle with Cases 157 Chapter 12: Diversifying Your Support Channels 167 Part 5: Empowering Marketing to Generate Measurable Demand 177 Chapter 13: Creating Marketing Campaigns to Drive Demand 179 Chapter 14: Driving Sales Effectiveness with Salesforce Files and Content 193 Part 6: Mastering Basic Salesforce Administration 201 Chapter 15: Performing Common Configurations 203 Chapter 16: Automating Processes with Flows 229 Chapter 17: Migrating Existing Automation to Flow 249 Chapter 18: Diving Deeper into Standard Object Setup 257 Chapter 19: Building Custom Apps 271 Chapter 20: Accessing the Right Data with User Permissions 287 Part 7: Measuring Overall Business Performance 321 Chapter 22: Analyzing Data with Reports 323 Chapter 23: Seeing the Big Picture with Dashboards 343 Part 8: The Part of Tens 359 Chapter 24: Ten Ways to Drive More Productivity 361 Chapter 25: Ten Keys to a Successful Migration to Lightning 367 Index 377

Autorenportrait

Liz Kao has played both in-house and consultant roles at Salesforce. As a consultant and a member of Salesforce’s Professional Services team, Liz implemented dozens of CRM solutions and built numerous AppExchange apps. Jon Paz is a Salesforce consultant who has worked with enterprise clients to deliver world-class solutions to perplexing business challenges.

Back cover copy

Behold the power of the Salesforce® platform Why is Salesforce the world’s top cloud-based software? For starters, it does just about everything. Salesforce® For Dummies is your jargon-free guide to the many sales, marketing, and customer service capabilities that the platform has to offer. Learn how to set up, configure, and manage key Salesforce features. Want to track leads and close deals? Analyze data and generate reports? Build smarter marketing campaigns? This book has you covered. Plus, you’ll get insider tips on how to boost your Salesforce productivity. Inside… <ul><li>Using the Salesforce product guide</li> <li>Personalizing Salesforce</li> <li>Tackling administration basics</li> <li>Navigating the Lightning interface</li> <li>Utilizing Sales Cloud and Support Cloud</li> <li>Managing reports and dashboards</li> <li>Automating processes with Flows</li></ul>