Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective Key Features * Enhanced with reader feedback from the previous edition and providing a tailored approach for maximum knowledge * Learn the basics of Salesforce Flow which will replace workflow rules and process builders on the Salesforce platform * Learn the basics of Salesforce administration and mobile app set up Book Description Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. Salesforce for Beginners- second edition has been enhanced by receiving insights from our existing readers. 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, flows, develop your prospects and sales pipeline using opportunities and accounts, and then 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 process 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 * Understanding the difference between Salesforce Lightning and Salesforce Classic * 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 * Detailed Coverage on Flows, the main automation tool for Salesforce going forward * 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 Who This Book Is For If you're new to Salesforce and want to learn Salesforce from scratch, this book is for you. No prior knowledge of the Salesforce is required to get started with this book.

Book Information
ISBN 9781803239101
Author Sharif Shaalan
Format Paperback
Page Count 455
Imprint Packt Publishing Limited
Publisher Packt Publishing Limited