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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...
| Clasificación: | Libro Electrónico |
|---|---|
| Autores principales: | , |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham, UK :
Packt Publishing Ltd.,
2022.
|
| Edición: | Second edition. |
| Colección: | Expert insight.
|
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
MARC
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| 100 | 1 | |a Shaalan, Sharif, |e author. | |
| 245 | 1 | 0 | |a Salesforce for beginners : |b a step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform / |c Sharif Shaalan, Timothy Royer. |
| 250 | |a Second edition. | ||
| 264 | 1 | |a Birmingham, UK : |b Packt Publishing Ltd., |c 2022. | |
| 300 | |a 1 online resource (532 pages) : |b illustrations | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 490 | 1 | |a Expert insight | |
| 500 | |a Includes index. | ||
| 520 | |a 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 organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator. By the end of the book, you will know how to manipulate Salesforce to achieve your business goals. | ||
| 505 | 0 | |a 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. | |
| 590 | |a O'Reilly |b O'Reilly Online Learning: Academic/Public Library Edition | ||
| 650 | 0 | |a Salesforce (Online service) | |
| 650 | 0 | |a Customer relations |x Management |x Data processing. | |
| 650 | 0 | |a Sales management |x Data processing. | |
| 650 | 7 | |a Customer relations |x Management |x Data processing. |2 fast |0 (OCoLC)fst00885540 | |
| 650 | 7 | |a Sales management |x Data processing. |2 fast |0 (OCoLC)fst01103836 | |
| 650 | 7 | |a Salesforce (Online service) |2 fast |0 (OCoLC)fst01743478 | |
| 700 | 1 | |a Royer, Timothy, |e author. | |
| 776 | 0 | 8 | |i Print version: |z 9781803239101 |
| 830 | 0 | |a Expert insight. | |
| 856 | 4 | 0 | |u https://learning.oreilly.com/library/view/~/9781803239101/?ar |z Texto completo (Requiere registro previo con correo institucional) |
| 938 | |a Askews and Holts Library Services |b ASKH |n AH40316984 | ||
| 994 | |a 92 |b IZTAP | ||