Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, 2nd Edition

Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective.Purchase of the print or Kindle book includes a free eBook in the PDF format.Key FeaturesAutomate business processes with Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platformDiscover key data integrity and security concepts with new, specially dedicated chaptersTake your first steps in basic testing and debugging as a Salesforce professionalBook DescriptionThe second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you.Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge.Working with the world's leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more.In this new edition you'll get to explore the popular automation tool Salesforce Flow. You'll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.What you will learnExplore business development with leads, accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsPractice automating business processes with Salesforce FlowGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective Salesforce security modelWho this book is forIf you are new to Salesforce and want to learn it from scratch, an administrator looking to build your Salesforce skills, or a student looking to start a career in Salesforce, this book is for you. No prior knowledge of the Salesforce is required to get started with this bookTable of ContentsGetting Started with Salesforce and CRMUnderstanding Salesforce ActivitiesCreating and Managing LeadsBusiness Development with Accounts and ContactsDriving the Sales Cycle with OpportunitiesAchieving Business Goals Using CampaignsEnhancing Customer Service with CasesBusiness Analysis Using Reports and DashboardsSetup and ConfigurationAn Overview of Sharing and VisibilityUser Management and Data SecurityManaging Projects with Sandboxes and Change SetsUsing Data Modeling to Configure Objects for Your BusinessLightning Experience CustomizationExtending Functionality with Third-Party Applications and Salesforce MobileSalesforce FlowApproval ProcessesAssignment RulesData Integrity with Formulas and ValidationsTesting and Debugging Read more