Salesforce for Dummies:
Saved in:
| Main Author: | |
|---|---|
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Newark
John Wiley & Sons, Incorporated
2024
|
| Edition: | 8th ed |
| Online Access: | DE-2070s |
| Item Description: | Description based on publisher supplied metadata and other sources |
| Physical Description: | 1 Online-Ressource (419 Seiten) |
| ISBN: | 9781394231683 |
Staff View
MARC
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| 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 -- 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 | |
| 505 | 8 | |a 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 -- Organizing and Viewing Activities -- Updating Activities -- Assigning activities -- Completing a Task -- Understanding Email Fields in Salesforce -- Setting Up Your Email -- Personalizing your email settings -- Building personal email templates -- Sending Email from Salesforce -- Getting Help and Set Up -- Part 3 Closing More Deals with Sales Cloud -- Chapter 6 Tracking Leads -- Introducing the Lead Record -- Setting Up Your Leads -- Adding new Leads -- Cloning an existing Lead -- Importing your Leads -- Accepting Leads from a Queue -- Following Up on Leads -- Qualifying Leads -- Tracking Leads -- Converting qualified Leads -- Maintaining Your Lead Database -- Making use of Lead queues -- Finding and merging duplicate Lead records -- Creating assignment rules for automatic routing -- Transferring Leads | |
| 505 | 8 | |a Changing the status of multiple records -- Mass-deleting Lead records -- Chapter 7 Using Accounts -- Getting Familiar with the Account Record -- Getting accustomed to standard Account fields -- Building parent/child relationships -- Performing Actions with Account Related Lists -- Displaying an Account's Opportunities -- Viewing Cases -- Tracking your Account teams -- Maintaining Your Account Database -- Increasing Account accuracy with Lightning Data -- Deleting Account records -- Chapter 8 Developing Contacts -- Understanding the Contact Record -- Customizing Contact Information -- Entering and Updating Your Contacts -- Entering new Contacts -- Importing your Contacts and Accounts -- Updating Contact fields -- Cloning existing Contacts -- Organizing Your Contacts -- Using Contact list views -- Creating custom Contact views -- Developing Organizational Charts -- Chapter 9 Tracking Opportunities -- Getting Familiar with the Opportunity Record -- Entering Opportunities -- Modifying Opportunity Records -- Updating Opportunity fields -- Rolling up Opportunity data onto the Account record -- Tracking your deals on the Opportunity kanban board -- Defining Contact Roles -- Using Opportunity Teams -- Associating an Opportunity Team to your Opportunity -- Following Opportunities with Chatter -- Chapter 10 Tracking Products and Price Books -- Discovering Products and Price Books -- Defining standard Product fields -- Understanding the different types of pricing -- Using Products and Price Books -- Adding Products to Opportunities -- Adding and updating schedules on Opportunities -- Searching for Products -- Building the Product Catalog -- Planning products for success -- Adding Products to the Product catalog -- Changing Product details in the Product catalog -- Setting Up Schedules -- Enabling schedules for your company | |
| 505 | 8 | |a Adding and updating a default schedule -- Managing Price Books -- Adding to the Standard Price Book -- Creating a custom Price Book -- Adding Products to a custom Price Book -- Making global changes to Price Books -- Changing activation on Price Books -- Cloning Price Books -- Deleting Price Books -- Part 4 Providing Support with Service Cloud -- Chapter 11 Tracking the Support Life Cycle with Cases -- Walking through a Day in the Life of a Service Agent -- Understanding the Case Record -- Creating a Case -- Validating the Contact -- Entering new Cases -- Managing Cases -- Communicating the Outcome -- Emailing customers from a Case -- Closing a Case -- Chapter 12 Diversifying Your Support Channels -- Preparing Your Salesforce Service Cloud Strategy -- Planning the implementation -- Identifying your support channels -- Delighting Customers with Multichannel Support -- Web-to-Case -- Preparing for Web-to-Case -- Enabling Web-to-Case -- Email-to-Case -- Computer Telephony Integration (CTI) -- Salesforce Chat -- Enabling Chat -- Adding Chat users -- Granting Chat users the right permissions -- Adding skills -- Part 5 Empowering Marketing to Generate Measurable Demand -- Chapter 13 Creating Marketing Campaigns to Drive Demand -- Understanding Campaigns -- Creating a new Campaign -- Modifying the Campaign member status -- Building Target Lists -- Using external lists -- Importing new Campaign members -- Targeting existing members -- Adding Campaign members from a Campaign record -- Adding Campaign members from a list view -- Adding Campaign members from a custom report -- Executing Campaigns -- Delivering an online Campaign -- Executing an offline Campaign -- Tracking Responses -- Using Web-to-Lead forms -- Enabling Web-to-Lead -- Generating HTML -- Viewing and testing the form -- Mass-updating Campaign member statuses | |
| 505 | 8 | |a Chapter 14 Driving Sales Effectiveness with Salesforce Files and Content -- Understanding Content in Salesforce -- Learning about Files -- Using Files -- Creating Libraries -- Adding Files -- Using Files with Chatter -- Using documents -- Part 6 Mastering Basic Salesforce Administration -- Chapter 15 Performing Common Configurations -- Discovering the Power of Customization -- Breaking down basic elements -- Customizing for relevance -- Building and Editing Fields -- Adding fields -- Viewing and updating custom fields -- Replicating your key standard processes -- Understanding custom formula fields -- Customizing List Views -- Working with Records -- Reassigning record ownership -- Cloning records -- Updating records -- Using related lists -- Creating Dependent Picklists -- Customizing Page, Search, and Compact Layouts -- Modifying a page layout -- Assigning layouts to profiles -- Changing search layouts -- Managing compact layouts -- Using the Lightning App Builder to Build Lightning Experience Page Layouts -- Using Record Types -- Chapter 16 Automating Processes with Flows -- Going with the Flow -- Evolving beyond Workflow Rules and Process Builder -- Mapping out your business processes -- Introducing Salesforce Flow -- Understanding Salesforce Flow terms and concepts -- Navigating to your Flows -- Creating Flows with Flow Builder -- Reviewing tools of the Flow Builder -- Starting with Elements -- Differentiating with Resources -- Creating a Variable -- Building a Formula -- Designing a Text Template -- Connecting with Connectors -- Building Your First Flow -- Configuring a basic Flow -- Adding an Element -- Chapter 17 Migrating Existing Automation to Flow -- Welcoming Flow and Saying Goodbye to Old Friends -- Understanding the benefits of Flow to Workflow Rules -- Understanding the benefits of Flow to Process Builder | |
| 505 | 8 | |a Converting Existing Automations to Flows | |
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| author | Kao, Liz |
| author_facet | Kao, Liz |
| author_role | aut |
| author_sort | Kao, Liz |
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| bvnumber | BV049874036 |
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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 -- Organizing and Viewing Activities -- Updating Activities -- Assigning activities -- Completing a Task -- Understanding Email Fields in Salesforce -- Setting Up Your Email -- Personalizing your email settings -- Building personal email templates -- Sending Email from Salesforce -- Getting Help and Set Up -- Part 3 Closing More Deals with Sales Cloud -- Chapter 6 Tracking Leads -- Introducing the Lead Record -- Setting Up Your Leads -- Adding new Leads -- Cloning an existing Lead -- Importing your Leads -- Accepting Leads from a Queue -- Following Up on Leads -- Qualifying Leads -- Tracking Leads -- Converting qualified Leads -- Maintaining Your Lead Database -- Making use of Lead queues -- Finding and merging duplicate Lead records -- Creating assignment rules for automatic routing -- Transferring Leads Changing the status of multiple records -- Mass-deleting Lead records -- Chapter 7 Using Accounts -- Getting Familiar with the Account Record -- Getting accustomed to standard Account fields -- Building parent/child relationships -- Performing Actions with Account Related Lists -- Displaying an Account's Opportunities -- Viewing Cases -- Tracking your Account teams -- Maintaining Your Account Database -- Increasing Account accuracy with Lightning Data -- Deleting Account records -- Chapter 8 Developing Contacts -- Understanding the Contact Record -- Customizing Contact Information -- Entering and Updating Your Contacts -- Entering new Contacts -- Importing your Contacts and Accounts -- Updating Contact fields -- Cloning existing Contacts -- Organizing Your Contacts -- Using Contact list views -- Creating custom Contact views -- Developing Organizational Charts -- Chapter 9 Tracking Opportunities -- Getting Familiar with the Opportunity Record -- Entering Opportunities -- Modifying Opportunity Records -- Updating Opportunity fields -- Rolling up Opportunity data onto the Account record -- Tracking your deals on the Opportunity kanban board -- Defining Contact Roles -- Using Opportunity Teams -- Associating an Opportunity Team to your Opportunity -- Following Opportunities with Chatter -- Chapter 10 Tracking Products and Price Books -- Discovering Products and Price Books -- Defining standard Product fields -- Understanding the different types of pricing -- Using Products and Price Books -- Adding Products to Opportunities -- Adding and updating schedules on Opportunities -- Searching for Products -- Building the Product Catalog -- Planning products for success -- Adding Products to the Product catalog -- Changing Product details in the Product catalog -- Setting Up Schedules -- Enabling schedules for your company Adding and updating a default schedule -- Managing Price Books -- Adding to the Standard Price Book -- Creating a custom Price Book -- Adding Products to a custom Price Book -- Making global changes to Price Books -- Changing activation on Price Books -- Cloning Price Books -- Deleting Price Books -- Part 4 Providing Support with Service Cloud -- Chapter 11 Tracking the Support Life Cycle with Cases -- Walking through a Day in the Life of a Service Agent -- Understanding the Case Record -- Creating a Case -- Validating the Contact -- Entering new Cases -- Managing Cases -- Communicating the Outcome -- Emailing customers from a Case -- Closing a Case -- Chapter 12 Diversifying Your Support Channels -- Preparing Your Salesforce Service Cloud Strategy -- Planning the implementation -- Identifying your support channels -- Delighting Customers with Multichannel Support -- Web-to-Case -- Preparing for Web-to-Case -- Enabling Web-to-Case -- Email-to-Case -- Computer Telephony Integration (CTI) -- Salesforce Chat -- Enabling Chat -- Adding Chat users -- Granting Chat users the right permissions -- Adding skills -- Part 5 Empowering Marketing to Generate Measurable Demand -- Chapter 13 Creating Marketing Campaigns to Drive Demand -- Understanding Campaigns -- Creating a new Campaign -- Modifying the Campaign member status -- Building Target Lists -- Using external lists -- Importing new Campaign members -- Targeting existing members -- Adding Campaign members from a Campaign record -- Adding Campaign members from a list view -- Adding Campaign members from a custom report -- Executing Campaigns -- Delivering an online Campaign -- Executing an offline Campaign -- Tracking Responses -- Using Web-to-Lead forms -- Enabling Web-to-Lead -- Generating HTML -- Viewing and testing the form -- Mass-updating Campaign member statuses Chapter 14 Driving Sales Effectiveness with Salesforce Files and Content -- Understanding Content in Salesforce -- Learning about Files -- Using Files -- Creating Libraries -- Adding Files -- Using Files with Chatter -- Using documents -- Part 6 Mastering Basic Salesforce Administration -- Chapter 15 Performing Common Configurations -- Discovering the Power of Customization -- Breaking down basic elements -- Customizing for relevance -- Building and Editing Fields -- Adding fields -- Viewing and updating custom fields -- Replicating your key standard processes -- Understanding custom formula fields -- Customizing List Views -- Working with Records -- Reassigning record ownership -- Cloning records -- Updating records -- Using related lists -- Creating Dependent Picklists -- Customizing Page, Search, and Compact Layouts -- Modifying a page layout -- Assigning layouts to profiles -- Changing search layouts -- Managing compact layouts -- Using the Lightning App Builder to Build Lightning Experience Page Layouts -- Using Record Types -- Chapter 16 Automating Processes with Flows -- Going with the Flow -- Evolving beyond Workflow Rules and Process Builder -- Mapping out your business processes -- Introducing Salesforce Flow -- Understanding Salesforce Flow terms and concepts -- Navigating to your Flows -- Creating Flows with Flow Builder -- Reviewing tools of the Flow Builder -- Starting with Elements -- Differentiating with Resources -- Creating a Variable -- Building a Formula -- Designing a Text Template -- Connecting with Connectors -- Building Your First Flow -- Configuring a basic Flow -- Adding an Element -- Chapter 17 Migrating Existing Automation to Flow -- Welcoming Flow and Saying Goodbye to Old Friends -- Understanding the benefits of Flow to Workflow Rules -- Understanding the benefits of Flow to Process Builder Converting Existing Automations to Flows |
| ctrlnum | (ZDB-30-PQE)EBC31231101 (ZDB-30-PAD)EBC31231101 (ZDB-89-EBL)EBL31231101 (OCoLC)1443991681 (DE-599)BVBBV049874036 |
| dewey-full | 658.812 |
| dewey-hundreds | 600 - Technology (Applied sciences) |
| dewey-ones | 658 - General management |
| dewey-raw | 658.812 |
| dewey-search | 658.812 |
| dewey-sort | 3658.812 |
| dewey-tens | 650 - Management and auxiliary services |
| discipline | Wirtschaftswissenschaften |
| edition | 8th ed |
| format | Electronic eBook |
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| id | DE-604.BV049874036 |
| illustrated | Not Illustrated |
| indexdate | 2024-12-06T15:18:33Z |
| institution | BVB |
| isbn | 9781394231683 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-035213494 |
| oclc_num | 1443991681 |
| open_access_boolean | |
| owner | DE-2070s |
| owner_facet | DE-2070s |
| physical | 1 Online-Ressource (419 Seiten) |
| psigel | ZDB-30-PQE ZDB-30-PQE HWR_PDA_PQE |
| publishDate | 2024 |
| publishDateSearch | 2024 |
| publishDateSort | 2024 |
| publisher | John Wiley & Sons, Incorporated |
| record_format | marc |
| spelling | Kao, Liz Verfasser aut Salesforce for Dummies 8th ed Newark John Wiley & Sons, Incorporated 2024 ©2024 1 Online-Ressource (419 Seiten) txt rdacontent c rdamedia cr rdacarrier Description based on publisher supplied metadata and other sources 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 -- Organizing and Viewing Activities -- Updating Activities -- Assigning activities -- Completing a Task -- Understanding Email Fields in Salesforce -- Setting Up Your Email -- Personalizing your email settings -- Building personal email templates -- Sending Email from Salesforce -- Getting Help and Set Up -- Part 3 Closing More Deals with Sales Cloud -- Chapter 6 Tracking Leads -- Introducing the Lead Record -- Setting Up Your Leads -- Adding new Leads -- Cloning an existing Lead -- Importing your Leads -- Accepting Leads from a Queue -- Following Up on Leads -- Qualifying Leads -- Tracking Leads -- Converting qualified Leads -- Maintaining Your Lead Database -- Making use of Lead queues -- Finding and merging duplicate Lead records -- Creating assignment rules for automatic routing -- Transferring Leads Changing the status of multiple records -- Mass-deleting Lead records -- Chapter 7 Using Accounts -- Getting Familiar with the Account Record -- Getting accustomed to standard Account fields -- Building parent/child relationships -- Performing Actions with Account Related Lists -- Displaying an Account's Opportunities -- Viewing Cases -- Tracking your Account teams -- Maintaining Your Account Database -- Increasing Account accuracy with Lightning Data -- Deleting Account records -- Chapter 8 Developing Contacts -- Understanding the Contact Record -- Customizing Contact Information -- Entering and Updating Your Contacts -- Entering new Contacts -- Importing your Contacts and Accounts -- Updating Contact fields -- Cloning existing Contacts -- Organizing Your Contacts -- Using Contact list views -- Creating custom Contact views -- Developing Organizational Charts -- Chapter 9 Tracking Opportunities -- Getting Familiar with the Opportunity Record -- Entering Opportunities -- Modifying Opportunity Records -- Updating Opportunity fields -- Rolling up Opportunity data onto the Account record -- Tracking your deals on the Opportunity kanban board -- Defining Contact Roles -- Using Opportunity Teams -- Associating an Opportunity Team to your Opportunity -- Following Opportunities with Chatter -- Chapter 10 Tracking Products and Price Books -- Discovering Products and Price Books -- Defining standard Product fields -- Understanding the different types of pricing -- Using Products and Price Books -- Adding Products to Opportunities -- Adding and updating schedules on Opportunities -- Searching for Products -- Building the Product Catalog -- Planning products for success -- Adding Products to the Product catalog -- Changing Product details in the Product catalog -- Setting Up Schedules -- Enabling schedules for your company Adding and updating a default schedule -- Managing Price Books -- Adding to the Standard Price Book -- Creating a custom Price Book -- Adding Products to a custom Price Book -- Making global changes to Price Books -- Changing activation on Price Books -- Cloning Price Books -- Deleting Price Books -- Part 4 Providing Support with Service Cloud -- Chapter 11 Tracking the Support Life Cycle with Cases -- Walking through a Day in the Life of a Service Agent -- Understanding the Case Record -- Creating a Case -- Validating the Contact -- Entering new Cases -- Managing Cases -- Communicating the Outcome -- Emailing customers from a Case -- Closing a Case -- Chapter 12 Diversifying Your Support Channels -- Preparing Your Salesforce Service Cloud Strategy -- Planning the implementation -- Identifying your support channels -- Delighting Customers with Multichannel Support -- Web-to-Case -- Preparing for Web-to-Case -- Enabling Web-to-Case -- Email-to-Case -- Computer Telephony Integration (CTI) -- Salesforce Chat -- Enabling Chat -- Adding Chat users -- Granting Chat users the right permissions -- Adding skills -- Part 5 Empowering Marketing to Generate Measurable Demand -- Chapter 13 Creating Marketing Campaigns to Drive Demand -- Understanding Campaigns -- Creating a new Campaign -- Modifying the Campaign member status -- Building Target Lists -- Using external lists -- Importing new Campaign members -- Targeting existing members -- Adding Campaign members from a Campaign record -- Adding Campaign members from a list view -- Adding Campaign members from a custom report -- Executing Campaigns -- Delivering an online Campaign -- Executing an offline Campaign -- Tracking Responses -- Using Web-to-Lead forms -- Enabling Web-to-Lead -- Generating HTML -- Viewing and testing the form -- Mass-updating Campaign member statuses Chapter 14 Driving Sales Effectiveness with Salesforce Files and Content -- Understanding Content in Salesforce -- Learning about Files -- Using Files -- Creating Libraries -- Adding Files -- Using Files with Chatter -- Using documents -- Part 6 Mastering Basic Salesforce Administration -- Chapter 15 Performing Common Configurations -- Discovering the Power of Customization -- Breaking down basic elements -- Customizing for relevance -- Building and Editing Fields -- Adding fields -- Viewing and updating custom fields -- Replicating your key standard processes -- Understanding custom formula fields -- Customizing List Views -- Working with Records -- Reassigning record ownership -- Cloning records -- Updating records -- Using related lists -- Creating Dependent Picklists -- Customizing Page, Search, and Compact Layouts -- Modifying a page layout -- Assigning layouts to profiles -- Changing search layouts -- Managing compact layouts -- Using the Lightning App Builder to Build Lightning Experience Page Layouts -- Using Record Types -- Chapter 16 Automating Processes with Flows -- Going with the Flow -- Evolving beyond Workflow Rules and Process Builder -- Mapping out your business processes -- Introducing Salesforce Flow -- Understanding Salesforce Flow terms and concepts -- Navigating to your Flows -- Creating Flows with Flow Builder -- Reviewing tools of the Flow Builder -- Starting with Elements -- Differentiating with Resources -- Creating a Variable -- Building a Formula -- Designing a Text Template -- Connecting with Connectors -- Building Your First Flow -- Configuring a basic Flow -- Adding an Element -- Chapter 17 Migrating Existing Automation to Flow -- Welcoming Flow and Saying Goodbye to Old Friends -- Understanding the benefits of Flow to Workflow Rules -- Understanding the benefits of Flow to Process Builder Converting Existing Automations to Flows Paz, Jon Sonstige oth Erscheint auch als Druck-Ausgabe Kao, Liz Salesforce for Dummies Newark : John Wiley & Sons, Incorporated,c2024 9781394231669 |
| spellingShingle | Kao, Liz 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 -- Organizing and Viewing Activities -- Updating Activities -- Assigning activities -- Completing a Task -- Understanding Email Fields in Salesforce -- Setting Up Your Email -- Personalizing your email settings -- Building personal email templates -- Sending Email from Salesforce -- Getting Help and Set Up -- Part 3 Closing More Deals with Sales Cloud -- Chapter 6 Tracking Leads -- Introducing the Lead Record -- Setting Up Your Leads -- Adding new Leads -- Cloning an existing Lead -- Importing your Leads -- Accepting Leads from a Queue -- Following Up on Leads -- Qualifying Leads -- Tracking Leads -- Converting qualified Leads -- Maintaining Your Lead Database -- Making use of Lead queues -- Finding and merging duplicate Lead records -- Creating assignment rules for automatic routing -- Transferring Leads Changing the status of multiple records -- Mass-deleting Lead records -- Chapter 7 Using Accounts -- Getting Familiar with the Account Record -- Getting accustomed to standard Account fields -- Building parent/child relationships -- Performing Actions with Account Related Lists -- Displaying an Account's Opportunities -- Viewing Cases -- Tracking your Account teams -- Maintaining Your Account Database -- Increasing Account accuracy with Lightning Data -- Deleting Account records -- Chapter 8 Developing Contacts -- Understanding the Contact Record -- Customizing Contact Information -- Entering and Updating Your Contacts -- Entering new Contacts -- Importing your Contacts and Accounts -- Updating Contact fields -- Cloning existing Contacts -- Organizing Your Contacts -- Using Contact list views -- Creating custom Contact views -- Developing Organizational Charts -- Chapter 9 Tracking Opportunities -- Getting Familiar with the Opportunity Record -- Entering Opportunities -- Modifying Opportunity Records -- Updating Opportunity fields -- Rolling up Opportunity data onto the Account record -- Tracking your deals on the Opportunity kanban board -- Defining Contact Roles -- Using Opportunity Teams -- Associating an Opportunity Team to your Opportunity -- Following Opportunities with Chatter -- Chapter 10 Tracking Products and Price Books -- Discovering Products and Price Books -- Defining standard Product fields -- Understanding the different types of pricing -- Using Products and Price Books -- Adding Products to Opportunities -- Adding and updating schedules on Opportunities -- Searching for Products -- Building the Product Catalog -- Planning products for success -- Adding Products to the Product catalog -- Changing Product details in the Product catalog -- Setting Up Schedules -- Enabling schedules for your company Adding and updating a default schedule -- Managing Price Books -- Adding to the Standard Price Book -- Creating a custom Price Book -- Adding Products to a custom Price Book -- Making global changes to Price Books -- Changing activation on Price Books -- Cloning Price Books -- Deleting Price Books -- Part 4 Providing Support with Service Cloud -- Chapter 11 Tracking the Support Life Cycle with Cases -- Walking through a Day in the Life of a Service Agent -- Understanding the Case Record -- Creating a Case -- Validating the Contact -- Entering new Cases -- Managing Cases -- Communicating the Outcome -- Emailing customers from a Case -- Closing a Case -- Chapter 12 Diversifying Your Support Channels -- Preparing Your Salesforce Service Cloud Strategy -- Planning the implementation -- Identifying your support channels -- Delighting Customers with Multichannel Support -- Web-to-Case -- Preparing for Web-to-Case -- Enabling Web-to-Case -- Email-to-Case -- Computer Telephony Integration (CTI) -- Salesforce Chat -- Enabling Chat -- Adding Chat users -- Granting Chat users the right permissions -- Adding skills -- Part 5 Empowering Marketing to Generate Measurable Demand -- Chapter 13 Creating Marketing Campaigns to Drive Demand -- Understanding Campaigns -- Creating a new Campaign -- Modifying the Campaign member status -- Building Target Lists -- Using external lists -- Importing new Campaign members -- Targeting existing members -- Adding Campaign members from a Campaign record -- Adding Campaign members from a list view -- Adding Campaign members from a custom report -- Executing Campaigns -- Delivering an online Campaign -- Executing an offline Campaign -- Tracking Responses -- Using Web-to-Lead forms -- Enabling Web-to-Lead -- Generating HTML -- Viewing and testing the form -- Mass-updating Campaign member statuses Chapter 14 Driving Sales Effectiveness with Salesforce Files and Content -- Understanding Content in Salesforce -- Learning about Files -- Using Files -- Creating Libraries -- Adding Files -- Using Files with Chatter -- Using documents -- Part 6 Mastering Basic Salesforce Administration -- Chapter 15 Performing Common Configurations -- Discovering the Power of Customization -- Breaking down basic elements -- Customizing for relevance -- Building and Editing Fields -- Adding fields -- Viewing and updating custom fields -- Replicating your key standard processes -- Understanding custom formula fields -- Customizing List Views -- Working with Records -- Reassigning record ownership -- Cloning records -- Updating records -- Using related lists -- Creating Dependent Picklists -- Customizing Page, Search, and Compact Layouts -- Modifying a page layout -- Assigning layouts to profiles -- Changing search layouts -- Managing compact layouts -- Using the Lightning App Builder to Build Lightning Experience Page Layouts -- Using Record Types -- Chapter 16 Automating Processes with Flows -- Going with the Flow -- Evolving beyond Workflow Rules and Process Builder -- Mapping out your business processes -- Introducing Salesforce Flow -- Understanding Salesforce Flow terms and concepts -- Navigating to your Flows -- Creating Flows with Flow Builder -- Reviewing tools of the Flow Builder -- Starting with Elements -- Differentiating with Resources -- Creating a Variable -- Building a Formula -- Designing a Text Template -- Connecting with Connectors -- Building Your First Flow -- Configuring a basic Flow -- Adding an Element -- Chapter 17 Migrating Existing Automation to Flow -- Welcoming Flow and Saying Goodbye to Old Friends -- Understanding the benefits of Flow to Workflow Rules -- Understanding the benefits of Flow to Process Builder Converting Existing Automations to Flows |
| title | Salesforce for Dummies |
| title_auth | Salesforce for Dummies |
| title_exact_search | Salesforce for Dummies |
| title_full | Salesforce for Dummies |
| title_fullStr | Salesforce for Dummies |
| title_full_unstemmed | Salesforce for Dummies |
| title_short | Salesforce for Dummies |
| title_sort | salesforce for dummies |
| work_keys_str_mv | AT kaoliz salesforcefordummies AT pazjon salesforcefordummies |