Salesforce for Beginners

  • 出版商: Packt Publishing
  • 出版日期: 2020-05-29
  • 售價: $875
  • 貴賓價: 9.5$831
  • 語言: 英文
  • 頁數: 472
  • ISBN: 183898609X
  • ISBN-13: 9781838986094
  • 立即出貨 (庫存=1)

買這商品的人也買了...

相關主題

商品描述

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
About

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.

Features
  • Understand how to use core Salesforce objects for maximum efficiency
  • Build various dashboards and reports to analyze results and improve visibility in your business processes
  • Learn the basics of Salesforce administration and mobile app set up

商品描述(中文翻譯)



學習


  • 了解Salesforce Lightning和Salesforce Classic之間的差異

  • 在Salesforce中創建和管理潛在客戶

  • 通過在Salesforce中使用帳戶和聯絡人來探索業務發展

  • 了解階段和銷售流程如何幫助您管理機會管道

  • 使用Salesforce活動來實現營銷目標

  • 使用報告和儀表板進行業務分析

  • 獲得管理部分中項目的高級概述

  • 掌握構建有效靈活的Salesforce安全模型所需的不同方面





關於

Salesforce是全球領先的客戶關係管理(CRM)軟件,幫助企業與其客戶和合作夥伴建立聯繫。本書將全面介紹如何管理銷售、營銷、客戶關係和整體組織管理。您將學習如何配置和使用Salesforce以實現最大效率和投資回報。

您將首先學習如何創建活動、管理潛在客戶,並使用機會和帳戶開發您的潛在客戶和銷售管道,然後了解如何使用營銷活動來增強營銷活動。本書充滿了真實的業務用例,將向您展示如何準確分析業務信息以做出有生產力的決策。隨著您的進步,您將掌握在Salesforce中構建各種報告和儀表板以獲得有價值的業務見解。最後,您將探索流程生成器、審批流程和分配規則等工具,實現業務流程自動化,並踏上成為成功的Salesforce管理員之路。

通過本書,您將學會如何有效使用Salesforce實現您的業務目標。





特點


  • 了解如何最大限度地使用核心Salesforce對象

  • 構建各種儀表板和報告以分析結果,提高業務流程的可見性

  • 學習Salesforce管理和移動應用程序設置的基礎知識




作者簡介

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 80 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.

作者簡介(中文翻譯)

Sharif Shaalan

Sharif Shaalan於2007年首次接觸Salesforce,當時他是一位終端用戶。他從銷售代表到技術架構師的豐富經驗,幫助他成功領導了80多個實施項目,其中一些項目在Dreamforce的主舞台上展示。2013年,Sharif被選為Salesforce MVP,並於2020年入選Salesforce MVP名人堂。Sharif是Salesforce會議的常駐演講嘉賓,並獲得了10多個Salesforce認證。他是Agile Cloud Consulting的創始人兼首席執行官,並繼續積極參與Salesforce社區的貢獻。