Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, 2nd Edition

Book Description

Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective.

Purchase of the print orNOMOS Kindle book includes a free eBook in the PDF format.

Key Features

• Enhanced with reader feedback and updated with the latest UI for efficient learning
• Learn how to use Salesforce Flow, the new replacement for workflow rules a沛纳海 (14)nd process builders on the Salesforce platform
• Become familiar with the basics of Salesforce administration and mobile app setup

Book Description

Salesforce is the world’s leadin赫莲娜g Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketin范思哲 (2)g, customer relationships, and overall administration for your organization. You’ll learn how to configure and use Salesforce for maximum efficiency and return on investment

This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you’ll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you’ll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process auto赛格威电动车mation and set out on the path to becoming a successful Salesforce administrator

By the end of the book, you will know how to manipulate Salesforce to achieve your business goals

What you will learn

• Explore business development with leads,沃利 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
• Practice automating business processes with Salesforce Flow
• Gain a high-level overview of the items in the administration section
• Grasp the different aspects needed to build an effective Salesforce security model

Who this book is for

If you are new to Salesforce and want to learn it from scratch, an administrator looking to build your Salesforce skills, or a student looking to start a career in Salesforce, this book is for you. No prior knowledge of the Salesforce is required to get started with this book

中文：

书名：面向初学者的Salesforce: 使用Salesforce平台优化销售和营销并自动化业务流程的分步指南，第2版

从360度的角度了解如何利用Salesforce平台进行销售，服务，营销和自动化业务活动。

购买印刷版或Kindle书包括PDF格式的免费电子书。

主要功能

• 增强了读者反馈，并更新了最新的UI，以实现高效学习
• 了解如何在Salesforce平台上使用Salesforce Flow，工作流规则和流程构建器的新替代品
• 熟悉Salesforce管理和移动应用设置的基础知识

图书描述

Salesforce是全球领先的客户关系管理 (CRM) 软件，可帮助企业与其成员和合作伙伴建立联系。本书将为您全面介绍组织的销售管理，市场营销，客户关系和整体管理。您将学习如何配置和使用Salesforce以获得最大的效率和投资回报

本书将教您如何创建活动，管理潜在客户，管理用户，设置安全性，自定义UX，使用第三方应用程序，构建流程，使用机会和帐户开发潜在客户和销售渠道，了解如何使用活动增强营销活动等等。这本Salesforce书包含真实的业务用例，将向您展示如何准确地分析您的业务信息，以便为您的业务做出富有成效的决策。随着您的前进，您将学习如何在Salesforce中构建各种报告和仪表板，以获得有价值的业务见解。最后，您将探索诸如Salesforce流，批准流程和分配规则之类的工具，以实现业务流程自动化，并着手成为成欧米伽功的Salesforce管理员

在本书的结尾，您将知道如何操纵Salesforce来实现您的业务目标

什么你会学到

• 使用销售线索、客户和联系人探索业务发展
• 了解阶段和销售流程如何帮助您管理机会渠道
• 使用Salesforce campaign实现营销目标
• 使用报表和仪表板进行业务分析
• 使用Salesforce流实现业务流程自动化
• 获取高级概览
• 掌握构建有效Salesforce安全模型所需的不同方面

这本书是为谁准备的

如果你是Salesforce的新手，想从头开名牌跑车始学习它，一个想要培养你的Salesforce技能的管理员，或者一个想要在Salesforce开始职业生涯的学生，这本书是给你的。开始使用本书不需要事先了解销售人员