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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

Third-Party Applications and Salesforce Mobile

One of the core tenets of requirements gathering for a business is not re-inventing the wheel. This means that if someone has already built the functionality you are looking to implement, why not use it? In the Salesforce ecosystem, third-party applications serve this purpose. Third-party applications are created and published for installation on Salesforce AppExchange, and they can be free or paid for. Another hot topic for business requirements gathering is accessing Salesforce through your mobile phone or tablet.

In this chapter, we will cover the following topics in detail:

  • Using third-party applications
    • What are managed and unmanaged package applications?
    • Using Salesforce AppExchange
    • Installing third-party applications
    • Uninstalling third-party applications
  • Configuring Salesforce Mobile using the Mobile App Quickstart

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