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Salesforce for Beginners
Salesforce for Beginners

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

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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.

Who is this book for?

If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.

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

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : May 29, 2020
Length: 472 pages
Edition : 1st
Language : English
ISBN-13 : 9781838987008
Vendor :
Salesforce
Category :
Concepts :

What do you get with eBook?

Product feature icon Instant access to your Digital eBook purchase
Product feature icon Download this book in EPUB and PDF formats
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
Product feature icon AI Assistant (beta) to help accelerate your learning
OR
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Payment Processing...
tick Completed

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Product Details

Publication date : May 29, 2020
Length: 472 pages
Edition : 1st
Language : English
ISBN-13 : 9781838987008
Vendor :
Salesforce
Category :
Concepts :

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Frequently bought together


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Total $ 214.97
Salesforce for Beginners
$59.99
Becoming a Salesforce Certified Technical Architect
$99.99
Salesforce Lightning Platform Enterprise Architecture
$54.99
Total $ 214.97 Stars icon
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Customer reviews

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.5
(25 Ratings)
5 star 80%
4 star 0%
3 star 8%
2 star 12%
1 star 0%
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ghaddar Mar 05, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Great source of info on SF
Amazon Verified review Amazon
Amazon Customer Jul 10, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I really Like this book covers most of the tools in sales forces but also misses few steps
Amazon Verified review Amazon
Eva Jun 16, 2020
Full star icon Full star icon Full star icon Full star icon Full star icon 5
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.
Amazon Verified review Amazon
Thaddeus Ward Jul 21, 2020
Full star icon Full star icon Full star icon Full star icon Full star icon 5
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!
Amazon Verified review Amazon
Selina Oct 04, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
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.
Amazon Verified review Amazon
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