Salesforce for Beginners - Second Edition: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce pl

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.

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 and 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 leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, 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 Flows, Approval Processes, and Assignment Rules to achieve business process automation 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, 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 with Flows, the main automation tool for Salesforce
• 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

學習如何從360度的角度利用Salesforce平台進行銷售、服務、行銷和業務活動自動化。購買印刷版或Kindle書籍將包含一本PDF格式的免費電子書。

主要特點：
- 通過讀者反饋進行改進，並使用最新的用戶界面進行高效學習
- 學習如何在Salesforce平台上使用Salesforce Flow，這是工作流規則和流程生成器的新替代品
- 熟悉Salesforce管理和移動應用程式設置的基礎知識

書籍描述：
Salesforce是全球領先的客戶關係管理（CRM）軟件，幫助企業與其客戶和合作夥伴建立聯繫。本書將全面介紹如何管理銷售、行銷、客戶關係和整體組織管理。您將學習如何配置和使用Salesforce以實現最大效率和投資回報。

本書將教您如何創建活動、管理潛在客戶、管理用戶、設置安全性、自定義使用者體驗、使用第三方應用程式、構建流程、使用機會和帳戶來開發潛在客戶和銷售管道，了解如何使用活動來增強行銷活動等等。本書充滿了真實的業務案例，將向您展示如何準確分析業務信息，為您的業務做出有生產力的決策。隨著您的進步，您將學習如何在Salesforce中建立各種報告和儀表板，以獲得有價值的業務洞察。最後，您將探索Flow、批准流程和分配規則等工具，實現業務流程自動化，並踏上成為成功的Salesforce管理員之路。

通過閱讀本書，您將了解如何運用Salesforce實現業務目標。

學到什麼：
- 在Salesforce中探索通過潛在客戶、帳戶和聯繫人進行業務發展
- 了解階段和銷售流程如何幫助您管理機會管道
- 使用Salesforce活動實現行銷目標
- 使用報告和儀表板進行業務分析
- 使用Flow進行自動化，Flow是Salesforce的主要自動化工具
- 獲得管理部分所需的高級概述
- 掌握構建有效的Salesforce安全模型所需的不同方面

本書適合對Salesforce完全不熟悉的新手、希望建立Salesforce技能的管理員，以及希望在Salesforce領域開展職業生涯的學生。閱讀本書不需要對Salesforce有任何先備知識。