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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

To get the most out of this book

  • No prior knowledge of Salesforce is required to get started with this book, although we assume the reader has a basic understanding of Sales, Service, and Marketing business processes. Some processes, such as the sales cycle, will be explained.
  • At the start of the book, we will explain how to create a development organization in Salesforce. You will need to set up your own so you can follow along with the instructions and examples found throughout this book.

Download the color images

We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://static.packt-cdn.com/downloads/9781803239101_ColorImages.pdf

Conventions used

There are a number of text conventions used throughout this book.

Userinput: Indicates user input, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, and Twitter handles. For example: “For instance, my email might be sharif@me.com, but my username could be sharif@me.com.myneworg.”

Bold: Indicates a new term, an important word, or words that you see on the screen. For instance, words in menus or dialog boxes appear in the text like this: “Some good examples of things you will see when you click on this tile are the Sales and Marketing apps.”

Warnings or important notes appear like this.

Tips and tricks appear like this.

Get in touch

Feedback from our readers is always welcome.

General feedback: Email feedback@packtpub.com and mention the book’s title in the subject of your message. If you have questions about any aspect of this book, please email us at questions@packtpub.com.

Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you reported this to us. Please visit http://www.packtpub.com/submit-errata, click Submit Errata, and fill in the form.

Piracy: If you come across any illegal copies of our works in any form on the internet, we would be grateful if you would provide us with the location address or website name. Please contact us at copyright@packtpub.com with a link to the material.

If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit http://authors.packtpub.com.

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