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.
- Get started with configuring Salesforce and set up the apps that your business needs
- Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein
- Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes
- Find new ways to improve productivity and reduce administration time
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.
Jadual kandungan
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
Mengenai Pengarang
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 App Exchange apps. Jon Paz is a Salesforce consultant who has worked with enterprise clients to deliver world-class solutions to perplexing business challenges.
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