Description

Salesforce for Beginners Guide

Salesforce for Beginners Guide is your essential step-by-step companion to mastering the Salesforce platform. Designed to help beginners, administrators, and aspiring Salesforce professionals, this book teaches you how to optimize sales and marketing strategies and automate business processes effectively. With this second edition, you’ll gain practical skills to harness the full potential of Salesforce and build a successful career in CRM.

What You Will Learn

• Explore business development with leads, accounts, and contacts in Salesforce
• Understand 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 Salesforce administration features
• Build an effective Salesforce security model and manage user permissions

Who This Guide Is For

This book is ideal for:

• Beginners looking to learn Salesforce from scratch
• Administrators aiming to expand their Salesforce expertise
• Students seeking to start a career in Salesforce

No prior knowledge of Salesforce is required to benefit from this book.

Comprehensive Table of Contents

1. Getting Started with Salesforce and CRM
2. Understanding Salesforce Activities
3. Creating and Managing Leads
4. Business Development with Accounts and Contacts
5. Driving the Sales Cycle with Opportunities
6. Achieving Business Goals Using Campaigns
7. Enhancing Customer Service with Cases
8. Business Analysis Using Reports and Dashboards
9. Setup and Configuration
10. An Overview of Sharing and Visibility
11. User Management and Data Security
12. Managing Projects with Sandboxes and Change Sets
13. Using Data Modeling to Configure Objects for Your Business
14. Lightning Experience Customization
15. Extending Functionality with Third-Party Applications and Salesforce Mobile
16. Salesforce Flow
17. Approval Processes
18. Assignment Rules
19. Data Integrity with Formulas and Validations
20. Testing and Debugging

Explore These Valuable Resources

• Salesforce Trailhead: Learning Platform
• Salesforce Sales Cloud Overview
• Salesforce Admin Resources

Explore Related Courses

• Salesforce Basics Training
• Salesforce Automation Courses
• Salesforce Administration Training
• CRM Training Programs
• Salesforce Security Model Courses