Salesforce for dummies:
Saved in:
| Main Authors: | , |
|---|---|
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Hoboken, New Jersey
Wiley
[2024]
|
| Edition: | 8th edition |
| Series: | ... for dummies
|
| Online Access: | DE-1050 |
| Physical Description: | 1 Online-Ressource (xvi, 392 Seiten) |
| ISBN: | 9781394231683 |
Staff View
MARC
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| 100 | 1 | |a Kao, Liz |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a Salesforce for dummies |c by Liz Kao and Jon Paz |
| 250 | |a 8th edition | ||
| 264 | 1 | |a Hoboken, New Jersey |b Wiley |c [2024] | |
| 300 | |a 1 Online-Ressource (xvi, 392 Seiten) | ||
| 336 | |b txt |2 rdacontent | ||
| 337 | |b c |2 rdamedia | ||
| 338 | |b cr |2 rdacarrier | ||
| 490 | 0 | |a ... for dummies | |
| 505 | 8 | |a Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Introducing Salesforce -- Chapter 1 Customer Relationship Management at a Glance -- Introducing the Customer Relationship Management Life Cycle -- Understanding your customer's customer -- Centralizing customer information under one roof -- Looking to CRM to Solve Critical Business Challenges -- Expanding the funnel -- Consolidating your pipeline -- Collaborating effectively with your colleagues | |
| 505 | 8 | |a Working as a team -- Beating the competition -- Improving the customer experience -- Measuring the business -- Selecting Salesforce as Your CRM System -- Chapter 2 Discovering Salesforce Products -- Using Sales Cloud to Win More Deals -- Making sales groups more effective -- Improving sales productivity -- Generating Better Leads with Marketing Cloud -- Managing email campaigns with Marketing Cloud -- Improving marketing automation -- Identifying qualified leads with Pardot -- Providing Excellent Customer Service with Service Cloud -- Managing customer interactions with cases | |
| 505 | 8 | |a Interacting with the customer across multiple channels -- Deciding Which Salesforce Edition Is Best for You -- Part 2 Understanding Salesforce Features -- Chapter 3 Navigating Salesforce -- Getting Familiar with Basic Salesforce Terms -- Accessing Salesforce -- Setting up a password -- Logging in -- Reviewing the Lightning Experience -- Navigating the home page -- Finding records with Search -- Defining apps -- Uncovering the App Launcher -- Managing your calendar -- Tracking your tasks -- Navigating the Tabs -- Accessing shortcuts from the navigation bar drop-down menus -- Creating new records | |
| 505 | 8 | |a Getting to recent records -- Revisiting recent lists -- Discovering a tab home page -- Reviewing tab-specific buttons -- Using the View drop-down list -- Building a custom list view -- Navigating a Record in the Lightning Experience -- Chapter 4 Personalizing Salesforce -- Completing Your Profile Page -- Using the Settings Menu -- Modifying Your Personal Information -- Updating your user information -- Customizing pages -- Granting login access -- Setting Up Salesforce for Your Mobile Device -- Downloading and installing Salesforce on your mobile device | |
| 505 | 8 | |a Configuring the Salesforce mobile app for your needs -- Navigating in the Salesforce mobile app -- Importing Your Contacts -- Working with Salesforce Remotely -- Chapter 5 Working in Salesforce -- Managing Records -- Creating records -- Resurrecting records from the Recycle Bin -- Detailing the Record -- Using links and buttons on the record page -- Modifying records with inline editing -- Capitalizing on related lists -- Looking things up with lookup hovers -- Reviewing Activities -- Creating Activities -- Creating an Event -- Creating a Task -- Logging a call | |
| 700 | 1 | |a Paz, Jon |e Verfasser |4 aut | |
| 776 | 0 | 8 | |i Erscheint auch als |n Online-Ausgabe |z 978-1-394-23167-6 |
| 776 | 0 | 8 | |i Erscheint auch als |n Druck-Ausgabe, pbk |z 978-1-394-23166-9 |
| 912 | |a ZDB-30-PQE | ||
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| author | Kao, Liz Paz, Jon |
| author_facet | Kao, Liz Paz, Jon |
| author_role | aut aut |
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| contents | Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Introducing Salesforce -- Chapter 1 Customer Relationship Management at a Glance -- Introducing the Customer Relationship Management Life Cycle -- Understanding your customer's customer -- Centralizing customer information under one roof -- Looking to CRM to Solve Critical Business Challenges -- Expanding the funnel -- Consolidating your pipeline -- Collaborating effectively with your colleagues Working as a team -- Beating the competition -- Improving the customer experience -- Measuring the business -- Selecting Salesforce as Your CRM System -- Chapter 2 Discovering Salesforce Products -- Using Sales Cloud to Win More Deals -- Making sales groups more effective -- Improving sales productivity -- Generating Better Leads with Marketing Cloud -- Managing email campaigns with Marketing Cloud -- Improving marketing automation -- Identifying qualified leads with Pardot -- Providing Excellent Customer Service with Service Cloud -- Managing customer interactions with cases Interacting with the customer across multiple channels -- Deciding Which Salesforce Edition Is Best for You -- Part 2 Understanding Salesforce Features -- Chapter 3 Navigating Salesforce -- Getting Familiar with Basic Salesforce Terms -- Accessing Salesforce -- Setting up a password -- Logging in -- Reviewing the Lightning Experience -- Navigating the home page -- Finding records with Search -- Defining apps -- Uncovering the App Launcher -- Managing your calendar -- Tracking your tasks -- Navigating the Tabs -- Accessing shortcuts from the navigation bar drop-down menus -- Creating new records Getting to recent records -- Revisiting recent lists -- Discovering a tab home page -- Reviewing tab-specific buttons -- Using the View drop-down list -- Building a custom list view -- Navigating a Record in the Lightning Experience -- Chapter 4 Personalizing Salesforce -- Completing Your Profile Page -- Using the Settings Menu -- Modifying Your Personal Information -- Updating your user information -- Customizing pages -- Granting login access -- Setting Up Salesforce for Your Mobile Device -- Downloading and installing Salesforce on your mobile device Configuring the Salesforce mobile app for your needs -- Navigating in the Salesforce mobile app -- Importing Your Contacts -- Working with Salesforce Remotely -- Chapter 5 Working in Salesforce -- Managing Records -- Creating records -- Resurrecting records from the Recycle Bin -- Detailing the Record -- Using links and buttons on the record page -- Modifying records with inline editing -- Capitalizing on related lists -- Looking things up with lookup hovers -- Reviewing Activities -- Creating Activities -- Creating an Event -- Creating a Task -- Logging a call |
| ctrlnum | (OCoLC)1437867226 (DE-599)BVBBV049731444 |
| edition | 8th edition |
| format | Electronic eBook |
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| id | DE-604.BV049731444 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-20T07:35:21Z |
| institution | BVB |
| isbn | 9781394231683 |
| language | English |
| oclc_num | 1437867226 |
| open_access_boolean | |
| owner | DE-1050 |
| owner_facet | DE-1050 |
| physical | 1 Online-Ressource (xvi, 392 Seiten) |
| psigel | ZDB-30-PQE ZDB-30-PQE FHD01_PQE_Kauf |
| publishDate | 2024 |
| publishDateSearch | 2024 |
| publishDateSort | 2024 |
| publisher | Wiley |
| record_format | marc |
| series2 | ... for dummies |
| spelling | Kao, Liz Verfasser aut Salesforce for dummies by Liz Kao and Jon Paz 8th edition Hoboken, New Jersey Wiley [2024] 1 Online-Ressource (xvi, 392 Seiten) txt rdacontent c rdamedia cr rdacarrier ... for dummies Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Introducing Salesforce -- Chapter 1 Customer Relationship Management at a Glance -- Introducing the Customer Relationship Management Life Cycle -- Understanding your customer's customer -- Centralizing customer information under one roof -- Looking to CRM to Solve Critical Business Challenges -- Expanding the funnel -- Consolidating your pipeline -- Collaborating effectively with your colleagues Working as a team -- Beating the competition -- Improving the customer experience -- Measuring the business -- Selecting Salesforce as Your CRM System -- Chapter 2 Discovering Salesforce Products -- Using Sales Cloud to Win More Deals -- Making sales groups more effective -- Improving sales productivity -- Generating Better Leads with Marketing Cloud -- Managing email campaigns with Marketing Cloud -- Improving marketing automation -- Identifying qualified leads with Pardot -- Providing Excellent Customer Service with Service Cloud -- Managing customer interactions with cases Interacting with the customer across multiple channels -- Deciding Which Salesforce Edition Is Best for You -- Part 2 Understanding Salesforce Features -- Chapter 3 Navigating Salesforce -- Getting Familiar with Basic Salesforce Terms -- Accessing Salesforce -- Setting up a password -- Logging in -- Reviewing the Lightning Experience -- Navigating the home page -- Finding records with Search -- Defining apps -- Uncovering the App Launcher -- Managing your calendar -- Tracking your tasks -- Navigating the Tabs -- Accessing shortcuts from the navigation bar drop-down menus -- Creating new records Getting to recent records -- Revisiting recent lists -- Discovering a tab home page -- Reviewing tab-specific buttons -- Using the View drop-down list -- Building a custom list view -- Navigating a Record in the Lightning Experience -- Chapter 4 Personalizing Salesforce -- Completing Your Profile Page -- Using the Settings Menu -- Modifying Your Personal Information -- Updating your user information -- Customizing pages -- Granting login access -- Setting Up Salesforce for Your Mobile Device -- Downloading and installing Salesforce on your mobile device Configuring the Salesforce mobile app for your needs -- Navigating in the Salesforce mobile app -- Importing Your Contacts -- Working with Salesforce Remotely -- Chapter 5 Working in Salesforce -- Managing Records -- Creating records -- Resurrecting records from the Recycle Bin -- Detailing the Record -- Using links and buttons on the record page -- Modifying records with inline editing -- Capitalizing on related lists -- Looking things up with lookup hovers -- Reviewing Activities -- Creating Activities -- Creating an Event -- Creating a Task -- Logging a call Paz, Jon Verfasser aut Erscheint auch als Online-Ausgabe 978-1-394-23167-6 Erscheint auch als Druck-Ausgabe, pbk 978-1-394-23166-9 |
| spellingShingle | Kao, Liz Paz, Jon Salesforce for dummies Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Introducing Salesforce -- Chapter 1 Customer Relationship Management at a Glance -- Introducing the Customer Relationship Management Life Cycle -- Understanding your customer's customer -- Centralizing customer information under one roof -- Looking to CRM to Solve Critical Business Challenges -- Expanding the funnel -- Consolidating your pipeline -- Collaborating effectively with your colleagues Working as a team -- Beating the competition -- Improving the customer experience -- Measuring the business -- Selecting Salesforce as Your CRM System -- Chapter 2 Discovering Salesforce Products -- Using Sales Cloud to Win More Deals -- Making sales groups more effective -- Improving sales productivity -- Generating Better Leads with Marketing Cloud -- Managing email campaigns with Marketing Cloud -- Improving marketing automation -- Identifying qualified leads with Pardot -- Providing Excellent Customer Service with Service Cloud -- Managing customer interactions with cases Interacting with the customer across multiple channels -- Deciding Which Salesforce Edition Is Best for You -- Part 2 Understanding Salesforce Features -- Chapter 3 Navigating Salesforce -- Getting Familiar with Basic Salesforce Terms -- Accessing Salesforce -- Setting up a password -- Logging in -- Reviewing the Lightning Experience -- Navigating the home page -- Finding records with Search -- Defining apps -- Uncovering the App Launcher -- Managing your calendar -- Tracking your tasks -- Navigating the Tabs -- Accessing shortcuts from the navigation bar drop-down menus -- Creating new records Getting to recent records -- Revisiting recent lists -- Discovering a tab home page -- Reviewing tab-specific buttons -- Using the View drop-down list -- Building a custom list view -- Navigating a Record in the Lightning Experience -- Chapter 4 Personalizing Salesforce -- Completing Your Profile Page -- Using the Settings Menu -- Modifying Your Personal Information -- Updating your user information -- Customizing pages -- Granting login access -- Setting Up Salesforce for Your Mobile Device -- Downloading and installing Salesforce on your mobile device Configuring the Salesforce mobile app for your needs -- Navigating in the Salesforce mobile app -- Importing Your Contacts -- Working with Salesforce Remotely -- Chapter 5 Working in Salesforce -- Managing Records -- Creating records -- Resurrecting records from the Recycle Bin -- Detailing the Record -- Using links and buttons on the record page -- Modifying records with inline editing -- Capitalizing on related lists -- Looking things up with lookup hovers -- Reviewing Activities -- Creating Activities -- Creating an Event -- Creating a Task -- Logging a call |
| title | Salesforce for dummies |
| title_auth | Salesforce for dummies |
| title_exact_search | Salesforce for dummies |
| title_full | Salesforce for dummies by Liz Kao and Jon Paz |
| title_fullStr | Salesforce for dummies by Liz Kao and Jon Paz |
| title_full_unstemmed | Salesforce for dummies by Liz Kao and Jon Paz |
| title_short | Salesforce for dummies |
| title_sort | salesforce for dummies |
| work_keys_str_mv | AT kaoliz salesforcefordummies AT pazjon salesforcefordummies |