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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

Summary

By now, you should understand the core concepts of Salesforce CRM and the difference between Salesforce Lightning and Salesforce Classic. You should also now know how to navigate Salesforce and understand the different search options available to you. You should know how to build a list view, what Chatter is and how to use it, and what personal settings are available to you. Now that we have an overview of Salesforce, we will start our deep dive into the application, starting with activities in the next chapter!

The rest of the chapter is locked

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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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