Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

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

Questions

This is a good time to review what you have learned in your development org and see whether you can answer some questions:

What is the Salesforce economy?
What does CRM stand for?
What are two advantages of using Salesforce Lightning?
Are all tabs objects?
What is an app in Salesforce?
What does a global search return?
What is the default list view that appears when you go to a tab for the first time, and can the default view be changed?
Which personal setting allows you to grant login access to Salesforce customer service?

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at $19.99/month. Cancel anytime

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

Personalised recommendations for you

Based on your interests and search pattern

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Mastering Python Design Patterns

Mastering Python Design Patterns

Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.

May 2024 9h 52m

Mastering Python Design Patterns

Mastering Python Design Patterns

Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.

May 2024 9h 52m