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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

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

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

Salesforce Chatter

Chatter is a real-time collaboration tool within Salesforce. Think of it as Facebook within your organization. You have your own profile, and you can share updates, create Groups (label 1 of Figure 1.11), upload Files (label 2), keep track of Followers (label 3), set yourself to be Following other users (label 4), and much more! You can access your profile by clicking on the icon on the upper-right side of the page or by clicking on the People tab:

Graphical user interface, application  Description automatically generated

Figure 1.11: Profile details including Groups, Files, Followers, and Following on Salesforce Chatter

If you scroll down on your profile, you will see your feed:

Graphical user interface, application  Description automatically generated

Figure 1.12: Filters and Sort by options on the Chatter feed

The feed includes any posts you have made, any posts you follow, or updates to tracked fields on records you follow. The actions can be customized to include more than the post, poll, and question action.

If you click on the Chatter tab, you get an expanded view of the feed...

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