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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.
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| Edición: | Second edition. |
| Colección: | Expert insight.
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| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
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.