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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

Salesforce Chatter

Chatter is a real-time collaboration tool within Salesforce. Think of it as Facebook within your organization. You have your own profile, you can share updates, you can create groups (see label 1 in the following screenshot), you can upload files (see label 2 in the following screenshot), you can see users that follow you (see label 3 in the following screenshot), you can follow other users (see label 4 in the following screenshot), and much more! You can access your profile by clicking on the icon at the upper-right side of the page or by clicking on the People tab. Your profile will show the groups you belong to, the files you have shared, people you follow, and people that follow you:

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

This view allows you to further refine your feed (see label 1 in the preceding screenshot), post new updates (see label 2 in the preceding screenshot), and view recommendations from Einstein (see label 3 in the preceding screenshot). Now that we have looked at Salesforce Chatter, let's look at some of the personal settings options.

Salesforce Einstein is the artificial intelligence offering of Salesforce. Some limited Einstein functionality comes out of the box and is included in features such as the Chatter recommendations you see in the preceding screenshot.
You have been reading a chapter from
Salesforce for Beginners
Published in: May 2020
Publisher: Packt
ISBN-13: 9781838986094
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