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Salesforce for Beginners
Salesforceistheworld'sleadingCustomerRelationshipManagement(CRM)software,helpingbusinessesconnectwiththeirconstituentsandpartners.Thisbookwillgiveyouacomprehensiveintroductiontomanagingsales,marketing,customerrelationships,andoveralladministrationforyourorganization.You'lllearnhowtoconfigureanduseSalesforceformaximumefficiencyandreturnoninvestment.You'llstartbylearninghowtocreateactivities,manageleads,anddevelopyourprospectsandsalespipelineusingopportunitiesandaccounts,andthenunderstandhowyoucanenhancemarketingactivitiesusingcampaigns.Packedwithreal-worldbusinessusecases,thisSalesforcebookwillshowyouhowtoanalyzeyourbusinessinformationaccuratelytomakeproductivedecisions.Asyouadvance,you'llgettogripswithbuildingvariousreportsanddashboardsinSalesforcetoderivevaluablebusinessinsights.Finally,you'llexploretoolssuchasprocessbuilder,approvalprocesses,andassignmentrulestoachievebusinessprocessautomationandsetoutonthepathtobecomingasuccessfulSalesforceAdministrator.Bytheendofthebook,you'llhavelearnedhowtouseSalesforceeffectivelytoachieveyourbusinessgoals.
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- Chapter 17
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- Chapter 15
- Chapter 14
品牌：中圖公司
上架時(shí)間：2021-06-24 15:23:49
出版社：Packt Publishing
本書(shū)數(shù)字版權(quán)由中圖公司提供，并由其授權(quán)上海閱文信息技術(shù)有限公司制作發(fā)行
- Leave a review - let other readers know what you think 更新時(shí)間：2021-06-24 16:17:06
- Other Books You May Enjoy
- Chapter 17
- Chapter 16
- Chapter 15
- Chapter 14
- Chapter 13
- Chapter 12
- Chapter 11
- Chapter 10
- Chapter 9
- Chapter 8
- Chapter 7
- Chapter 6
- Chapter 5
- Chapter 4
- Chapter 3
- Chapter 2
- Chapter 1
- Assessments
- Further reading
- Questions
- Summary
- Assignment rules in action
- Creating case assignment rules
- Business use case
- Creating case assignment rules
- Creating a queue
- Business use case
- Creating a queue
- Creating lead assignment rules
- Business use case
- Creating lead assignment rules
- Technical requirements
- Assignment Rules
- Further reading
- Questions
- Summary
- The business use case in action
- Enabling email approvals
- Adding actions and viewing the approval steps
- Adding entry criteria and approver selection
- Creating an approval process
- Business use case
- Creating an approval process
- Technical requirements
- Approval Processes
- Further reading
- Questions
- Summary
- Process Builder best practice
- Finishing and testing our process
- Setting scheduled actions
- Adding a second criteria
- Setting immediate actions
- Adding an object and criteria
- Creating a process
- Business use case
- Creating a process
- Technical requirements
- Implementing Process Builder
- Further reading
- Questions
- Summary
- Testing the workflow
- Creating time-dependent workflow actions
- Creating immediate workflow actions
- Setting evaluation and rule criteria
- Creating workflow rules
- Business use case
- Creating workflow rules
- Technical requirements
- Understanding the Workflow Rules
- Section 3: Automating Business Processes Using Salesforce
- Further reading
- Questions
- Summary
- Business use case
- Configuring Salesforce Mobile using the Mobile App Quickstart
- Uninstalling third-party applications
- Installing third-party applications
- Using Salesforce AppExchange
- Business use case
- Managed and unmanaged package applications
- Using third-party applications
- Technical requirements
- Third-Party Applications and Salesforce Mobile
- Further reading
- Questions
- Summary
- Adding a certification to a contact
- Creating and using record types
- Creating and using page layouts
- Creating custom fields
- Creating a custom object
- Business use case
- Creating custom objects
- Technical requirements
- Configuring Objects for Your Business
- Further reading
- Questions
- Summary
- Deploying change sets
- Creating change sets
- Business use case
- Creating change sets
- Full Copy sandboxes
- Partial Copy sandboxes
- Developer Pro sandboxes
- Developer sandboxes
- Using different types of sandboxes
- Creating a sandbox
- Business use case
- Creating and using sandboxes
- Technical requirements
- Using Sandboxes and Change Sets
- Further reading
- Questions
- Summary
- Apex sharing
- Implicit sharing
- System and user permissions
- Additional sharing and visibility features
- Using permission sets
- A business use case
- Permission sets
- Using profiles
- A business use case
- Profiles
- Using team access
- A business use case
- Team access
- Criteria-based sharing rules
- Ownership-based sharing
- Applying sharing rules
- A business use case
- Using sharing rules
- Using the role hierarchy
- A business use case
- Role hierarchy
- Setting up org-wide defaults
- A business use case
- Using organization-wide defaults
- Technical requirements
- An Overview of Sharing and Visibility
- Further reading
- Questions
- Summary
- Using the Object Manager settings
- Optimizer
- Security
- Identity
- Data Classification
- Company Settings
- The SETTINGS section
- Notification Builder
- Integrations
- User Engagement
- Environments
- Development
- Custom Code
- User Interface
- Process Automation
- Events
- Objects and Fields
- Einstein
- Feature settings
- Apps
- Using the PLATFORM TOOLS section
- Data
- Users
- Using the ADMINISTRATION section
- Navigating to the Setup page
- Technical requirements
- Setup and Configuration
- Section 2: Salesforce Administration
- Further reading
- Questions
- Summary
- Using dashboards to visualize data
- Saving and running a report
- Adding a chart to a report
- Using grouping to create Matrix reports
- Using grouping to create summary reports
- Using grouping to create report types
- Creating a report
- Business use case
- Using reports to understand data
- Technical requirements
- Business Analysis Using Reports and Dashboards
- Further reading
- Questions
- Summary
- Using Email-to-Case to create Cases
- Using Web-to-Case to create cases
- Using escalation rules for quicker case resolution
- Using Case Status to drive the process
- Creating a Case
- Business use case
- Using Cases to enhance customer service
- Technical requirements
- Enhancing Customer Service Using Cases
- Further reading
- Questions
- Summary
- Using third-party apps with campaigns
- Using campaign hierarchies
- Sending the list of campaign members an email
- Viewing the campaign history of leads and contacts
- Adding contacts as campaign members
- Adding leads as campaign members
- Using campaign members
- Creating a campaign
- A business use case
- Using campaigns
- Technical requirements
- Achieving Business Goals Using Campaigns
- Further reading
- Questions
- Summary
- Using forecasting
- Using quotes
- Using products and price books
- Understanding contact roles
- Using the opportunity stages and the sales path
- Creating an opportunity
- Business use case
- Using opportunities
- Technical requirements
- Using Opportunities Effectively
- Further reading
- Questions
- Summary
- Removing relationships
- Adding relationships
- Enabling relationships
- A business use case
- Understanding relationships
- Creating a contact
- A business use case
- Moving toward creating contacts
- Creating an account
- A business use case
- Understanding how accounts work
- Technical requirements
- Business Development with Accounts and Contacts
- Further reading
- Questions
- Summary
- Using lead processes
- Using the lead settings
- Lead settings and lead processes
- Setting up auto-response rules
- Working on forms with web-to-lead
- Understanding how lead conversion takes place
- Exploring the Lead Status field
- Creating leads
- A business use case
- Understanding leads
- Technical requirements
- Creating and Managing Leads
- Further reading
- Questions
- Summary
- Using Outlook integration options
- Using Gmail integration options
- Sending an email
- Business use case
- Sending emails and email integration options
- Salesforce calendar
- Creating an event
- Business use case
- Understanding Events
- Creating events and calendar entries
- Viewing tasks on the home page
- Task List View
- Logging a call
- Business use case
- Logging a call
- Creating tasks
- Business use case
- Tasks
- Navigating to activities
- Technical requirements
- Understanding Salesforce Activities
- Further reading
- Questions
- Summary
- Personal settings
- Salesforce Chatter
- List views
- Search
- App Launcher
- Login and navigation
- Classic versus Lightning
- What is CRM?
- Getting Started with Salesforce and CRM
- Section 1: Salesforce for Sales Marketing and Customer Relationship Management
- Reviews
- Get in touch
- Conventions used
- Download the color images
- Code in Action
- To get the most out of this book
- What this book covers
- Who this book is for
- Preface
- Packt is searching for authors like you
- About the reviewer
- About the author
- Contributors
- Why subscribe?
- About Packt
- Dedication
- Salesforce for Beginners
- Copyright and Credits
- Title Page
- 封面
- 封面
- Title Page
- Copyright and Credits
- Salesforce for Beginners
- Dedication
- About Packt
- Why subscribe?
- Contributors
- About the author
- About the reviewer
- Packt is searching for authors like you
- Preface
- Who this book is for
- What this book covers
- To get the most out of this book
- Code in Action
- Download the color images
- Conventions used
- Get in touch
- Reviews
- Section 1: Salesforce for Sales Marketing and Customer Relationship Management
- Getting Started with Salesforce and CRM
- What is CRM?
- Classic versus Lightning
- Login and navigation
- App Launcher
- Search
- List views
- Salesforce Chatter
- Personal settings
- Summary
- Questions
- Further reading
- Understanding Salesforce Activities
- Technical requirements
- Navigating to activities
- Tasks
- Business use case
- Creating tasks
- Logging a call
- Business use case
- Logging a call
- Task List View
- Viewing tasks on the home page
- Creating events and calendar entries
- Understanding Events
- Business use case
- Creating an event
- Salesforce calendar
- Sending emails and email integration options
- Business use case
- Sending an email
- Using Gmail integration options
- Using Outlook integration options
- Summary
- Questions
- Further reading
- Creating and Managing Leads
- Technical requirements
- Understanding leads
- A business use case
- Creating leads
- Exploring the Lead Status field
- Understanding how lead conversion takes place
- Working on forms with web-to-lead
- Setting up auto-response rules
- Lead settings and lead processes
- Using the lead settings
- Using lead processes
- Summary
- Questions
- Further reading
- Business Development with Accounts and Contacts
- Technical requirements
- Understanding how accounts work
- A business use case
- Creating an account
- Moving toward creating contacts
- A business use case
- Creating a contact
- Understanding relationships
- A business use case
- Enabling relationships
- Adding relationships
- Removing relationships
- Summary
- Questions
- Further reading
- Using Opportunities Effectively
- Technical requirements
- Using opportunities
- Business use case
- Creating an opportunity
- Using the opportunity stages and the sales path
- Understanding contact roles
- Using products and price books
- Using quotes
- Using forecasting
- Summary
- Questions
- Further reading
- Achieving Business Goals Using Campaigns
- Technical requirements
- Using campaigns
- A business use case
- Creating a campaign
- Using campaign members
- Adding leads as campaign members
- Adding contacts as campaign members
- Viewing the campaign history of leads and contacts
- Sending the list of campaign members an email
- Using campaign hierarchies
- Using third-party apps with campaigns
- Summary
- Questions
- Further reading
- Enhancing Customer Service Using Cases
- Technical requirements
- Using Cases to enhance customer service
- Business use case
- Creating a Case
- Using Case Status to drive the process
- Using escalation rules for quicker case resolution
- Using Web-to-Case to create cases
- Using Email-to-Case to create Cases
- Summary
- Questions
- Further reading
- Business Analysis Using Reports and Dashboards
- Technical requirements
- Using reports to understand data
- Business use case
- Creating a report
- Using grouping to create report types
- Using grouping to create summary reports
- Using grouping to create Matrix reports
- Adding a chart to a report
- Saving and running a report
- Using dashboards to visualize data
- Summary
- Questions
- Further reading
- Section 2: Salesforce Administration
- Setup and Configuration
- Technical requirements
- Navigating to the Setup page
- Using the ADMINISTRATION section
- Users
- Data
- Using the PLATFORM TOOLS section
- Apps
- Feature settings
- Einstein
- Objects and Fields
- Events
- Process Automation
- User Interface
- Custom Code
- Development
- Environments
- User Engagement
- Integrations
- Notification Builder
- The SETTINGS section
- Company Settings
- Data Classification
- Identity
- Security
- Optimizer
- Using the Object Manager settings
- Summary
- Questions
- Further reading
- An Overview of Sharing and Visibility
- Technical requirements
- Using organization-wide defaults
- A business use case
- Setting up org-wide defaults
- Role hierarchy
- A business use case
- Using the role hierarchy
- Using sharing rules
- A business use case
- Applying sharing rules
- Ownership-based sharing
- Criteria-based sharing rules
- Team access
- A business use case
- Using team access
- Profiles
- A business use case
- Using profiles
- Permission sets
- A business use case
- Using permission sets
- Additional sharing and visibility features
- System and user permissions
- Implicit sharing
- Apex sharing
- Summary
- Questions
- Further reading
- Using Sandboxes and Change Sets
- Technical requirements
- Creating and using sandboxes
- Business use case
- Creating a sandbox
- Using different types of sandboxes
- Developer sandboxes
- Developer Pro sandboxes
- Partial Copy sandboxes
- Full Copy sandboxes
- Creating change sets
- Business use case
- Creating change sets
- Deploying change sets
- Summary
- Questions
- Further reading
- Configuring Objects for Your Business
- Technical requirements
- Creating custom objects
- Business use case
- Creating a custom object
- Creating custom fields
- Creating and using page layouts
- Creating and using record types
- Adding a certification to a contact
- Summary
- Questions
- Further reading
- Third-Party Applications and Salesforce Mobile
- Technical requirements
- Using third-party applications
- Managed and unmanaged package applications
- Business use case
- Using Salesforce AppExchange
- Installing third-party applications
- Uninstalling third-party applications
- Configuring Salesforce Mobile using the Mobile App Quickstart
- Business use case
- Summary
- Questions
- Further reading
- Section 3: Automating Business Processes Using Salesforce
- Understanding the Workflow Rules
- Technical requirements
- Creating workflow rules
- Business use case
- Creating workflow rules
- Setting evaluation and rule criteria
- Creating immediate workflow actions
- Creating time-dependent workflow actions
- Testing the workflow
- Summary
- Questions
- Further reading
- Implementing Process Builder
- Technical requirements
- Creating a process
- Business use case
- Creating a process
- Adding an object and criteria
- Setting immediate actions
- Adding a second criteria
- Setting scheduled actions
- Finishing and testing our process
- Process Builder best practice
- Summary
- Questions
- Further reading
- Approval Processes
- Technical requirements
- Creating an approval process
- Business use case
- Creating an approval process
- Adding entry criteria and approver selection
- Adding actions and viewing the approval steps
- Enabling email approvals
- The business use case in action
- Summary
- Questions
- Further reading
- Assignment Rules
- Technical requirements
- Creating lead assignment rules
- Business use case
- Creating lead assignment rules
- Creating a queue
- Business use case
- Creating a queue
- Creating case assignment rules
- Business use case
- Creating case assignment rules
- Assignment rules in action
- Summary
- Questions
- Further reading
- Assessments
- Chapter 1
- Chapter 2
- Chapter 3
- Chapter 4
- Chapter 5
- Chapter 6
- Chapter 7
- Chapter 8
- Chapter 9
- Chapter 10
- Chapter 11
- Chapter 12
- Chapter 13
- Chapter 14
- Chapter 15
- Chapter 16
- Chapter 17
- Other Books You May Enjoy
- Leave a review - let other readers know what you think 更新時(shí)間：2021-06-24 16:17:06
