Salesforce for Beginners

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you.

Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge.

Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more.

In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.

Type
ebook
Category
Programming
publication date
2022-10-31
what you will learn

Explore business development with leads, 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

no of pages
532
duration
1064
key features
Automate business processes with Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platform * Discover key data integrity and security concepts with new, specially dedicated chapters * Take your first steps in basic testing and debugging as a Salesforce professional
approach
Filled with examples, this book covers real-world business use cases that will hold your hand with instructions and screenshots, teaching you how you can use Salesforce for your business. This book starts with basic Salesforce CRM concepts such as activities and leads, before delving into Salesforce administration and business process automation
audience
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.
meta 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 or Kindle book includes a free eBook in the PDF format.
short description
Salesforce for Beginners is a fully equipped comprehensive guide that will help you understand how to manage Sales, Marketing, Customer relationships, security, flows and administration operations in your organization. This book will explain how these departments can utilize the Salesforce CRM to maximize efficiency to achieve your business goals.
subtitle
A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform
keywords
salesforce admin; Salesforce developer; crm software; salesforce admin book; salesforce administrator book; salesforce architect; salesforce development
Product ISBN
9781803239101