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Salesforce CRM Administration Handbook

You're reading from  Salesforce CRM Administration Handbook

Product type Book
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Pages 328 pages
Edition 1st Edition
Languages
Concepts
Authors (2):
Krzysztof Nowacki Krzysztof Nowacki
Profile icon Krzysztof Nowacki
Mateusz Twarożek Mateusz Twarożek
Profile icon Mateusz Twarożek
View More author details

Table of Contents (16) Chapters

Preface 1. Chapter 1: Getting Started with Salesforce 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Summary

In this chapter, you have learned about the intricacies of Salesforce Sales Cloud, starting with the crucial domain of Leads. You delved into the process of Lead conversion, discovering the seamless transition from potential interest to engaged prospects within the Salesforce platform.

As you navigated further, the landscape of Accounts came into view, showcasing the organizational prowess of Salesforce in categorizing and managing business Accounts. The narrative deepened, illustrating how Salesforce provides you with a holistic view of customer interactions and relationships.

Next, we talked about Activities, stressing the importance of keeping track and managing tasks and events related to customer interaction. Salesforce’s Activity feature came out as a strong tool, making sure you can thoroughly monitor and proactively handle these tasks.

Then, we landed in the world of Campaigns and Campaign Members. The narrative underscored the integration of marketing...

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