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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

Summary

In this chapter, we learned how to create campaigns and what the important input fields are on campaign records to increase our visibility of the market. We learned that both leads and contacts can be added to campaigns, as well as how to add a lead and contact to a campaign.

We learned how to view the campaign history of both leads and contacts and we now know what a campaign hierarchy is and how to add a campaign to a hierarchy.

Finally, we learned how third-party apps can be used to automate campaign responses, cutting out manual work that could be inefficient and unreliable due to human error. We also now know where to find third-party apps on AppExchange to automatically find out when a member signs up.

Now that we have covered sales and marketing, we will look at how Salesforce handles customer service through cases in the next chapter!

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