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Key benefits

Understand how to use core Salesforce objects for maximum efficiency

Build various dashboards and reports to analyze results and improve visibility in your business processes

Learn the basics of Salesforce administration and mobile app set up

Description

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals.

What you will learn

Understand the difference between Salesforce Lightning and Salesforce Classic

Create and manage leads in Salesforce

Explore business development with accounts and contacts in Salesforce

Find out how stages and sales processes help you manage your opportunity pipeline

Achieve marketing goals using Salesforce campaigns

Perform business analysis using reports and dashboards

Gain a high-level overview of the items in the administration section

Grasp the different aspects needed to build an effective and flexible Salesforce security model

What do you get with eBook?

Instant access to your Digital eBook purchase

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

Frequently bought together

$59.99

Becoming a Salesforce Certified Technical Architect

$99.99

Salesforce Lightning Platform Enterprise Architecture

$54.99

Total $ 214.97

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Amazon verified reviews

ghaddar Mar 05, 2022

Great source of info on SF

Amazon Verified review

Amazon Customer Jul 10, 2021

I really Like this book covers most of the tools in sales forces but also misses few steps

Eva Jun 16, 2020

I wasn’t sure what to expect with this book when I purchased it. I have been trying to learn Salesforce for a few months using Trailhead, Udemy, and other platforms which are all great, but had me jumping from one thing to the other. This book was the glue that brought it all together for me and helped me focus on the foundation. You won’t learn everything there is to know about Salesforce in this book, but you will get a great foundation to start on.

Thaddeus Ward Jul 21, 2020

In Salesforce world we have a saying "Just because you can, doesn't mean you should." The Salesforce platform is an incredibly flexible tool set. There are lots of ways to solve for your business challenges. Part of the the problem is that, as a beginner, today's quick fix can easily become tomorrow's big problem. If I had this book when I got started I could have saved myself a lot of pain and frustration.Salesforce for beginners is structured perfectly. It starts you exactly where you need to be... understand how the core elements are intended to be used and how to adapt them in ways that take advantage of the constant upgrades and platform evolution. Once you master this content you can dive into all the blogs and community posts about clever tricks and work arounds. Then you will understand how they fit into the overall structure of the platform, their strengths, and at least some of the long term trade-offs. Enjoy!

Selina Oct 04, 2021

We use this book to train new admins in our Salesforce administrator course for PepUp Tech. This book is valuable because of the straightforward writing and examples given. Our admins give high ratings and we continue to assign this as required reading in our classes.

Salesforce for Beginners: A step-by-step guide to creating, managing, and automating sales and marketing processes

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