Shaalan Salesforce for Beginners

A step-by-step guide to creating, managing, and automating sales and marketing processes
1. Auflage 2020
ISBN: 978-1-83898-700-8
Verlag: De Gruyter
Format: EPUB
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 472 Seiten

No detailed description available for "Salesforce for Beginners".

Autoren/Hrsg.

Shaalan, Sharif

Fachgebiete

• Mathematik | Informatik EDV | Informatik Programmierung | Softwareentwicklung Webprogrammierung
• Mathematik | Informatik EDV | Informatik Technische Informatik Systemverwaltung & Management
• 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
- Using Opportunities Effectively
- Achieving Business Goals Using Campaigns
- Enhancing Customer Service Using Cases
- Business Analysis using Reports and Dashboards
- Setup and Configuration
- An Overview of Sharing and Visibility
- Using Sandboxes and Change Sets
- Configuring Objects for Your business

- Third-Party Applications and Salesforce Mobile
- Understanding the Workflow Rules
- Implementing Process Builder
- Approval Processes
- Assignment Rules

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 contributor