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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

To get the most out of this book

To get the most out of this book, sign up for the developer edition of Salesforce here: https://developer.salesforce.com/signup.

Once you sign up, you will have a working Salesforce environment that you can use to build the examples presented in this book. No other software is needed for the purposes of this book.

Code in Action

Download the color images

Conventions used

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

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Any new case with a state/province of New York will be assigned to the New York Cases queue."

Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Clicking on Setup in the preceding screenshot brings you to the administration section of Salesforce."

Warnings or important notes appear like this.
Tips and tricks appear like this.
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