Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities
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.
What you will learn
- Understand the difference between Salesforce Lightning and Salesforce Classic
- Create and manage leads in Salesforce
- Explore business development with 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
- Gain a high-level overview of the items in the administration section
- Grasp the different aspects needed to build an effective and flexible Salesforce security model
This book should be required reading for anyone interested in starting or advancing their career in Salesforce.
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