Shaalan / Royer Salesforce for Beginners.

A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform
2. Auflage 2022
ISBN: 978-1-80323-132-7
Verlag: De Gruyter
Format: EPUB
Kopierschutz: 0 - No protection

E-Book, Englisch, 532 Seiten

No detailed description available for "Salesforce for Beginners.".

Autoren/Hrsg.

Shaalan, Sharif

Royer, Timothy

Fachgebiete

• Mathematik | Informatik EDV | Informatik Technische Informatik Systemverwaltung & Management
• Mathematik | Informatik EDV | Informatik Programmierung | Softwareentwicklung Webprogrammierung
• Mathematik | Informatik EDV | Informatik Business Application Unternehmenssoftware

Inhaltsverzeichnis

Table of Contents - Getting Started with Salesforce and CRM
- Understanding Salesforce Activities
- Creating and Managing Leads
- Business Development with Accounts and Contacts
- Driving the Sales Cycle with Opportunities
- Achieving Business Goals Using Campaigns
- Enhancing Customer Service with Cases
- Business Analysis Using Reports and Dashboards
- Setup and Configuration
- An Overview of Sharing and Visibility
- User Management and Data Security
- Managing Projects with Sandboxes and Change Sets
- Using Data Modeling to Configure Objects for Your Business
- Lightning Experience Customization
- Extending Functionality with Third-Party Applications and Salesforce Mobile
- Salesforce Flow
- Approval Processes
- Assignment Rules
- Data Integrity with Formulas and Validations
- Testing and Debugging

Über Autor(innen)

Shaalan Sharif:

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributorRoyer Timothy:

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.