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Salesforce for Beginners

You're reading from Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

Product type Paperback

Published in Oct 2022

Publisher Packt

ISBN-13 9781803239101

Length 532 pages

Edition 2nd Edition

Tools

Salesforce

Concepts

CRM

Authors (2):

Timothy Royer

Sharif Shaalan

View More author details

Table of Contents (24) Chapters

Preface

1. Getting Started with Salesforce and CRM

2. Understanding Salesforce Activities FREE CHAPTER

3. Creating and Managing Leads

4. Business Development with Accounts and Contacts

5. Driving the Sales Cycle with Opportunities

6. Achieving Business Goals Using Campaigns

7. Enhancing Customer Service with Cases

8. Business Analysis Using Reports and Dashboards

9. Setup and Configuration

10. An Overview of Sharing and Visibility

11. User Management and Data Security

12. Managing Projects with Sandboxes and Change Sets

13. Using Data Modeling to Configure Objects for Your Business

14. Lightning Experience Customization

15. Extending Functionality with Third-Party Applications and Salesforce Mobile

16. Salesforce Flow

17. Approval Processes

18. Assignment Rules

19. Data Integrity with Formulas and Validations

20. Testing and Debugging

21. Assessment

22. Other Books You May Enjoy

23. Index

Index

A

access

modifying, with permission sets 228-232

accounts 69

business use case 70

creating 70-75

working 70

Active Directory (AD) 207

activities 23

call log 28

navigating 24

Task List View 31

tasks 25

tasks, viewing 32

ADMINISTRATION section

Data 190, 191

Email 192, 194

exploring 186, 187

Users 188, 189

Apex sharing 236

AppExchange 134

URL 134

App Launcher 7

app page 294

approval process 404

actions, adding 408-413

approval steps, viewing 408-413

approver selection, adding 406-408

business use case 404

business use case, testing 415-421

creating 404, 405

email approvals, enabling 414, 415

entry criteria, adding 406-408

approver selection, approval

adding 406-408

Apps, PLATFORM TOOLS section

settings 195

assignment rules 423

performing 437-441

auto-response rules

setting up 56-60

C

calendar entries

creating...

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Authors (2)

Sharif Shaalan

Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor

See other products by Sharif Shaalan

Timothy Royer

Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.

See other products by Timothy Royer

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