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Salesforce for Beginners

By Sharif Shaalan
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  1. Free Chapter
    Getting Started with Salesforce and CRM
About this book
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. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, 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'll have learned how to use Salesforce effectively to achieve your business goals.
Publication date:
May 2020
Publisher
Packt
Pages
472
ISBN
9781838986094

 

Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management

In this section, we will cover the Salesforce standard objects and how they interact across the sales, service, and marketing business units.

We will look at the following chapters in this section:

  • Chapter 1, Getting Started with Salesforce and CRM
  • Chapter 2, Understanding Salesforce Activities
  • Chapter 3, Creating and Managing Leads
  • Chapter 4, Business Development with Accounts and Contacts
  • Chapter 5, Using Opportunities Effectively
  • Chapter 6, Achieving Business Goals Using Campaigns
  • Chapter 7, Enhancing Customer Service Using Cases
  • Chapter 8, Business Analysis Using Reports and Dashboards
About the Author
  • Sharif Shaalan

    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

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Latest Reviews (2 reviews total)
Easy purchase, good customer service
Great basic book for not only Beginners but for intermediate to expert to review past lessons and practice real world examples.
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Salesforce for Beginners
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