Salesforce for Beginners: A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Birmingham
Packt Publishing, Limited
2022
|
| Ausgabe: | 2nd ed |
| Schlagworte: | |
| Online-Zugang: | DE-2070s |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 Online-Ressource (533 Seiten) |
| ISBN: | 9781803231327 |
Internformat
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| 100 | 1 | |a Shaalan, Sharif |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a Salesforce for Beginners |b A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform |
| 250 | |a 2nd ed | ||
| 264 | 1 | |a Birmingham |b Packt Publishing, Limited |c 2022 | |
| 264 | 4 | |c ©2022 | |
| 300 | |a 1 Online-Ressource (533 Seiten) | ||
| 336 | |b txt |2 rdacontent | ||
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| 500 | |a Description based on publisher supplied metadata and other sources | ||
| 505 | 8 | |a Intro -- Copyright -- Contributors -- Table of Contents -- Preface -- Chapter 1: Getting Started with Salesforce and CRM -- What is Salesforce CRM? -- Differentiating Salesforce Classic and Lightning -- Navigating Salesforce -- App Launcher -- Exploring search options -- Using list views -- Salesforce Chatter -- Customizing personal settings -- Summary -- Questions -- Further reading -- Chapter 2: Understanding Salesforce Activities -- Technical requirements -- Navigating to activities -- Tasks -- Business use case -- Creating tasks -- Logging a call -- Business use case -- Log a call -- Task list view -- Viewing tasks on the home page -- Creating events and calendar entries -- Understanding events -- Business use case -- Creating an event -- Salesforce calendar -- Sending emails and email integration options -- Business use case -- Sending an email -- Using Gmail integration options -- Using Outlook integration options -- Summary -- Questions -- Further reading -- Chapter 3: Creating and Managing Leads -- Technical requirements -- Understanding leads -- Business use case -- Creating leads -- Exploring the Lead Status field -- Understanding how lead conversion takes place -- Working on forms with Web-to-Lead -- Setting up auto-response rules -- Lead settings and lead processes -- Using the lead settings -- Using lead processes -- Summary -- Questions -- Further reading -- Chapter 4: Business Development with Accounts and Contacts -- Technical requirements -- Understanding how accounts work -- Business use case -- Creating an account -- Understanding contacts -- Business use case -- Creating a contact -- Understanding relationships -- Business use case -- Enabling relationships -- Adding relationships -- Removing relationships -- Summary -- Questions -- Further reading -- Chapter 5: Driving the Sales Cycle with Opportunities | |
| 505 | 8 | |a Technical requirements -- Understanding opportunities -- Business use case -- Creating an opportunity -- Understanding opportunity stages and the sales path -- Adding contact roles for opportunities -- Organizing products and price books -- Creating quotes -- Determining forecasts -- Summary -- Questions -- Further reading -- Chapter 6: Achieving Business Goals Using Campaigns -- Technical requirements -- Creating campaigns -- Business use case -- Creating a campaign -- Adding campaign members -- Adding leads as campaign members -- Adding contacts as campaign members -- Viewing the campaign history of leads and contacts -- Sending an email to the list of campaign members -- Managing marketing with campaign hierarchies -- Improving campaign functionality with third-party apps -- Summary -- Questions -- Further reading -- Chapter 7: Enhancing Customer Service with Cases -- Technical requirements -- Introducing cases -- Business use case -- Creating a case -- Understanding case status -- Creating escalation rules -- Using Web-to-Case to generate case capture forms -- Setting up Email-to-Case -- Summary -- Questions -- Further reading -- Chapter 8: Business Analysis Using Reports and Dashboards -- Technical requirements -- Creating reports to understand data -- Business use case -- Creating a report -- Using grouping to create report types -- Summary reports -- Matrix reports -- Adding a chart to a report -- Saving and running a report -- Using dashboards to visualize data -- Summary -- Questions -- Further reading -- Chapter 9: Setup and Configuration -- Technical requirements -- Navigating to the Setup page -- Delving into the ADMINISTRATION section -- Users -- Data -- Email -- Exploring the PLATFORM TOOLS section -- Apps -- Feature Settings -- Slack -- Einstein -- Objects and Fields -- Events -- Process Automation -- User Interface -- Custom Code | |
| 505 | 8 | |a Development -- Performance -- Environments -- User Engagement -- Integrations -- Notification builder -- Offline -- Understanding the SETTINGS section -- Company Settings -- Data Classification -- Privacy Center -- Identity -- Security -- Using the Object Manager tab -- Summary -- Questions -- Further reading -- Chapter 10: An Overview of Sharing and Visibility -- Technical requirements -- Using organization-wide defaults -- Business use case -- Setting up org-wide defaults -- Understanding the role hierarchy -- Business use case -- Finding the role hierarchy -- Applying sharing rules -- Business use case -- Adding sharing rules -- Ownership-based sharing -- Criteria-based sharing -- Setting team access -- Business use case -- Adding a user and setting team access -- Setting profile access -- Business use case -- Updating profiles -- Using permission sets -- Business use case -- Modifying access with permission sets -- System and user permissions, implicit sharing, and Apex sharing -- System and user permissions -- Implicit sharing -- Apex sharing -- Summary -- Questions -- Further reading -- Chapter 11: User Management and Data Security -- Technical requirements -- Creating users -- Business use case -- Creating a user in action -- Understanding record ownership -- Record ownership and data security -- Understanding ownership skew -- Summary -- Questions -- Further reading -- Chapter 12: Managing Projects with Sandboxes and Change Sets -- Technical requirements -- Creating and using sandboxes -- Business use case -- Creating a sandbox -- Using different types of sandboxes -- Developer sandboxes -- Developer Pro sandboxes -- Partial Copy sandboxes -- Full Copy sandboxes -- Creating change sets -- Business use case -- Creating change sets -- Deploying change sets -- Summary -- Questions -- Further reading | |
| 505 | 8 | |a Chapter 13: Using Data Modeling to Configure Objects for Your Business -- Technical requirements -- Salesforce data modeling -- Creating custom objects -- Business use case -- Creating a custom object -- Creating custom fields -- Creating and using page layouts -- Creating and using record types -- Utilizing the created customizations -- Summary -- Questions -- Further reading -- Chapter 14: Lightning Experience Customization -- Technical requirements -- Lightning pages overview -- Business use case -- Creating a Lightning page -- Understanding the Lightning page layout -- Using Lightning page components -- Activating and assigning Lightning pages -- Summary -- Questions -- Further reading -- Chapter 15: Extending Functionality with Third-Party Applications and Salesforce Mobile -- Technical requirements -- Discovering third-party applications -- Managed and unmanaged package applications -- Business use case -- Salesforce AppExchange -- Installing third-party applications -- Uninstalling third-party applications -- Configuring Salesforce Mobile using a QuickStart -- Business use case -- Mobile app QuickStart -- Summary -- Questions -- Further reading -- Chapter 16: Salesforce Flow -- Technical requirements -- What is a flow? -- Introducing flow types -- Screen flow -- Record-triggered flow -- Schedule-triggered flow -- Platform event-triggered flow -- Autolaunched flow (no trigger) -- Understanding Flow Builder elements -- Interaction -- Logic -- Data -- Flow resources -- Testing a flow -- Example 1: screen flow -- Business use case -- Building the flow -- Testing the flow -- Distributing the flow -- Seeing it in action -- Example 2: record-triggered flow -- Business use case -- Building the flow -- Testing the flow -- Distributing the flow -- Seeing it in action -- Best practices and more -- Summary -- Questions -- Further reading | |
| 505 | 8 | |a Chapter 17: Approval Processes -- Technical requirements -- Creating an approval process -- Business use case -- Approval process in action -- Adding entry criteria and approver selection -- Adding actions and viewing the approval steps -- Enabling email approvals -- Business use case -- Summary -- Questions -- Further reading -- Chapter 18: Assignment Rules -- Technical requirements -- Creating lead assignment rules -- Business use case -- Lead assignment rules in action -- Creating a queue -- Business use case -- Queues in action -- Creating case assignment rules -- Business use case -- Case assignment rules in action -- Assignment rules in action -- Summary -- Questions -- Further reading -- Chapter 19: Data Integrity with Formulas and Validations -- Technical requirements -- Overview of formulas -- Business use case -- Creating a formula field -- Understanding validation rules -- Business use case -- Creating a validation rule -- Summary -- Questions -- Further reading -- Chapter 20: Testing and Debugging -- Technical requirements -- Understanding the path to production -- Business use case -- Setting up the path to production -- Understanding testing types -- Unit testing -- System testing -- UAT testing -- Production testing -- Regression testing -- Using debug logs -- Business use case -- Creating a debug log -- Summary -- Questions -- Further reading -- Assessments -- Other Books You May Enjoy | |
| 650 | 4 | |a Customer relations-Management-Data processing | |
| 650 | 4 | |a Sales management-Data processing | |
| 650 | 4 | |a Salesforce (Online service) | |
| 700 | 1 | |a Royer, Timothy |e Sonstige |4 oth | |
| 776 | 0 | 8 | |i Erscheint auch als |n Druck-Ausgabe |a Shaalan, Sharif |t Salesforce for Beginners |d Birmingham : Packt Publishing, Limited,c2022 |z 9781803239101 |
| 912 | |a ZDB-30-PQE | ||
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Datensatz im Suchindex
| _version_ | 1818760560255172608 |
|---|---|
| adam_text | |
| any_adam_object | |
| author | Shaalan, Sharif |
| author_facet | Shaalan, Sharif |
| author_role | aut |
| author_sort | Shaalan, Sharif |
| author_variant | s s ss |
| building | Verbundindex |
| bvnumber | BV050100456 |
| collection | ZDB-30-PQE |
| contents | Intro -- Copyright -- Contributors -- Table of Contents -- Preface -- Chapter 1: Getting Started with Salesforce and CRM -- What is Salesforce CRM? -- Differentiating Salesforce Classic and Lightning -- Navigating Salesforce -- App Launcher -- Exploring search options -- Using list views -- Salesforce Chatter -- Customizing personal settings -- Summary -- Questions -- Further reading -- Chapter 2: Understanding Salesforce Activities -- Technical requirements -- Navigating to activities -- Tasks -- Business use case -- Creating tasks -- Logging a call -- Business use case -- Log a call -- Task list view -- Viewing tasks on the home page -- Creating events and calendar entries -- Understanding events -- Business use case -- Creating an event -- Salesforce calendar -- Sending emails and email integration options -- Business use case -- Sending an email -- Using Gmail integration options -- Using Outlook integration options -- Summary -- Questions -- Further reading -- Chapter 3: Creating and Managing Leads -- Technical requirements -- Understanding leads -- Business use case -- Creating leads -- Exploring the Lead Status field -- Understanding how lead conversion takes place -- Working on forms with Web-to-Lead -- Setting up auto-response rules -- Lead settings and lead processes -- Using the lead settings -- Using lead processes -- Summary -- Questions -- Further reading -- Chapter 4: Business Development with Accounts and Contacts -- Technical requirements -- Understanding how accounts work -- Business use case -- Creating an account -- Understanding contacts -- Business use case -- Creating a contact -- Understanding relationships -- Business use case -- Enabling relationships -- Adding relationships -- Removing relationships -- Summary -- Questions -- Further reading -- Chapter 5: Driving the Sales Cycle with Opportunities Technical requirements -- Understanding opportunities -- Business use case -- Creating an opportunity -- Understanding opportunity stages and the sales path -- Adding contact roles for opportunities -- Organizing products and price books -- Creating quotes -- Determining forecasts -- Summary -- Questions -- Further reading -- Chapter 6: Achieving Business Goals Using Campaigns -- Technical requirements -- Creating campaigns -- Business use case -- Creating a campaign -- Adding campaign members -- Adding leads as campaign members -- Adding contacts as campaign members -- Viewing the campaign history of leads and contacts -- Sending an email to the list of campaign members -- Managing marketing with campaign hierarchies -- Improving campaign functionality with third-party apps -- Summary -- Questions -- Further reading -- Chapter 7: Enhancing Customer Service with Cases -- Technical requirements -- Introducing cases -- Business use case -- Creating a case -- Understanding case status -- Creating escalation rules -- Using Web-to-Case to generate case capture forms -- Setting up Email-to-Case -- Summary -- Questions -- Further reading -- Chapter 8: Business Analysis Using Reports and Dashboards -- Technical requirements -- Creating reports to understand data -- Business use case -- Creating a report -- Using grouping to create report types -- Summary reports -- Matrix reports -- Adding a chart to a report -- Saving and running a report -- Using dashboards to visualize data -- Summary -- Questions -- Further reading -- Chapter 9: Setup and Configuration -- Technical requirements -- Navigating to the Setup page -- Delving into the ADMINISTRATION section -- Users -- Data -- Email -- Exploring the PLATFORM TOOLS section -- Apps -- Feature Settings -- Slack -- Einstein -- Objects and Fields -- Events -- Process Automation -- User Interface -- Custom Code Development -- Performance -- Environments -- User Engagement -- Integrations -- Notification builder -- Offline -- Understanding the SETTINGS section -- Company Settings -- Data Classification -- Privacy Center -- Identity -- Security -- Using the Object Manager tab -- Summary -- Questions -- Further reading -- Chapter 10: An Overview of Sharing and Visibility -- Technical requirements -- Using organization-wide defaults -- Business use case -- Setting up org-wide defaults -- Understanding the role hierarchy -- Business use case -- Finding the role hierarchy -- Applying sharing rules -- Business use case -- Adding sharing rules -- Ownership-based sharing -- Criteria-based sharing -- Setting team access -- Business use case -- Adding a user and setting team access -- Setting profile access -- Business use case -- Updating profiles -- Using permission sets -- Business use case -- Modifying access with permission sets -- System and user permissions, implicit sharing, and Apex sharing -- System and user permissions -- Implicit sharing -- Apex sharing -- Summary -- Questions -- Further reading -- Chapter 11: User Management and Data Security -- Technical requirements -- Creating users -- Business use case -- Creating a user in action -- Understanding record ownership -- Record ownership and data security -- Understanding ownership skew -- Summary -- Questions -- Further reading -- Chapter 12: Managing Projects with Sandboxes and Change Sets -- Technical requirements -- Creating and using sandboxes -- Business use case -- Creating a sandbox -- Using different types of sandboxes -- Developer sandboxes -- Developer Pro sandboxes -- Partial Copy sandboxes -- Full Copy sandboxes -- Creating change sets -- Business use case -- Creating change sets -- Deploying change sets -- Summary -- Questions -- Further reading Chapter 13: Using Data Modeling to Configure Objects for Your Business -- Technical requirements -- Salesforce data modeling -- Creating custom objects -- Business use case -- Creating a custom object -- Creating custom fields -- Creating and using page layouts -- Creating and using record types -- Utilizing the created customizations -- Summary -- Questions -- Further reading -- Chapter 14: Lightning Experience Customization -- Technical requirements -- Lightning pages overview -- Business use case -- Creating a Lightning page -- Understanding the Lightning page layout -- Using Lightning page components -- Activating and assigning Lightning pages -- Summary -- Questions -- Further reading -- Chapter 15: Extending Functionality with Third-Party Applications and Salesforce Mobile -- Technical requirements -- Discovering third-party applications -- Managed and unmanaged package applications -- Business use case -- Salesforce AppExchange -- Installing third-party applications -- Uninstalling third-party applications -- Configuring Salesforce Mobile using a QuickStart -- Business use case -- Mobile app QuickStart -- Summary -- Questions -- Further reading -- Chapter 16: Salesforce Flow -- Technical requirements -- What is a flow? -- Introducing flow types -- Screen flow -- Record-triggered flow -- Schedule-triggered flow -- Platform event-triggered flow -- Autolaunched flow (no trigger) -- Understanding Flow Builder elements -- Interaction -- Logic -- Data -- Flow resources -- Testing a flow -- Example 1: screen flow -- Business use case -- Building the flow -- Testing the flow -- Distributing the flow -- Seeing it in action -- Example 2: record-triggered flow -- Business use case -- Building the flow -- Testing the flow -- Distributing the flow -- Seeing it in action -- Best practices and more -- Summary -- Questions -- Further reading Chapter 17: Approval Processes -- Technical requirements -- Creating an approval process -- Business use case -- Approval process in action -- Adding entry criteria and approver selection -- Adding actions and viewing the approval steps -- Enabling email approvals -- Business use case -- Summary -- Questions -- Further reading -- Chapter 18: Assignment Rules -- Technical requirements -- Creating lead assignment rules -- Business use case -- Lead assignment rules in action -- Creating a queue -- Business use case -- Queues in action -- Creating case assignment rules -- Business use case -- Case assignment rules in action -- Assignment rules in action -- Summary -- Questions -- Further reading -- Chapter 19: Data Integrity with Formulas and Validations -- Technical requirements -- Overview of formulas -- Business use case -- Creating a formula field -- Understanding validation rules -- Business use case -- Creating a validation rule -- Summary -- Questions -- Further reading -- Chapter 20: Testing and Debugging -- Technical requirements -- Understanding the path to production -- Business use case -- Setting up the path to production -- Understanding testing types -- Unit testing -- System testing -- UAT testing -- Production testing -- Regression testing -- Using debug logs -- Business use case -- Creating a debug log -- Summary -- Questions -- Further reading -- Assessments -- Other Books You May Enjoy |
| ctrlnum | (ZDB-30-PQE)EBC30196407 (ZDB-30-PAD)EBC30196407 (ZDB-89-EBL)EBL30196407 (OCoLC)1350412089 (DE-599)BVBBV050100456 |
| 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 | 2nd ed |
| format | Electronic eBook |
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use case -- Creating leads -- Exploring the Lead Status field -- Understanding how lead conversion takes place -- Working on forms with Web-to-Lead -- Setting up auto-response rules -- Lead settings and lead processes -- Using the lead settings -- Using lead processes -- Summary -- Questions -- Further reading -- Chapter 4: Business Development with Accounts and Contacts -- Technical requirements -- Understanding how accounts work -- Business use case -- Creating an account -- Understanding contacts -- Business use case -- Creating a contact -- Understanding relationships -- Business use case -- Enabling relationships -- Adding relationships -- Removing relationships -- Summary -- Questions -- Further reading -- Chapter 5: Driving the Sales Cycle with Opportunities</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Technical requirements -- Understanding opportunities -- Business use case -- Creating an opportunity -- Understanding opportunity stages and 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reading -- Chapter 8: Business Analysis Using Reports and Dashboards -- Technical requirements -- Creating reports to understand data -- Business use case -- Creating a report -- Using grouping to create report types -- Summary reports -- Matrix reports -- Adding a chart to a report -- Saving and running a report -- Using dashboards to visualize data -- Summary -- Questions -- Further reading -- Chapter 9: Setup and Configuration -- Technical requirements -- Navigating to the Setup page -- Delving into the ADMINISTRATION section -- Users -- Data -- Email -- Exploring the PLATFORM TOOLS section -- Apps -- Feature Settings -- Slack -- Einstein -- Objects and Fields -- Events -- Process Automation -- User Interface -- Custom Code</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Development -- Performance -- Environments -- User Engagement -- Integrations -- Notification builder -- Offline -- Understanding the SETTINGS section -- Company Settings -- Data 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requirements -- Creating users -- Business use case -- Creating a user in action -- Understanding record ownership -- Record ownership and data security -- Understanding ownership skew -- Summary -- Questions -- Further reading -- Chapter 12: Managing Projects with Sandboxes and Change Sets -- Technical requirements -- Creating and using sandboxes -- Business use case -- Creating a sandbox -- Using different types of sandboxes -- Developer sandboxes -- Developer Pro sandboxes -- Partial Copy sandboxes -- Full Copy sandboxes -- Creating change sets -- Business use case -- Creating change sets -- Deploying change sets -- Summary -- Questions -- Further reading</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Chapter 13: Using Data Modeling to Configure Objects for Your Business -- Technical requirements -- Salesforce data modeling -- Creating custom objects -- Business use case -- Creating a custom object -- Creating custom fields -- Creating and using page 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| id | DE-604.BV050100456 |
| illustrated | Not Illustrated |
| indexdate | 2024-12-18T07:00:33Z |
| institution | BVB |
| isbn | 9781803231327 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-035437618 |
| oclc_num | 1350412089 |
| open_access_boolean | |
| owner | DE-2070s |
| owner_facet | DE-2070s |
| physical | 1 Online-Ressource (533 Seiten) |
| psigel | ZDB-30-PQE ZDB-30-PQE HWR_PDA_PQE |
| publishDate | 2022 |
| publishDateSearch | 2022 |
| publishDateSort | 2022 |
| publisher | Packt Publishing, Limited |
| record_format | marc |
| spelling | Shaalan, Sharif Verfasser aut Salesforce for Beginners A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform 2nd ed Birmingham Packt Publishing, Limited 2022 ©2022 1 Online-Ressource (533 Seiten) txt rdacontent c rdamedia cr rdacarrier Description based on publisher supplied metadata and other sources Intro -- Copyright -- Contributors -- Table of Contents -- Preface -- Chapter 1: Getting Started with Salesforce and CRM -- What is Salesforce CRM? -- Differentiating Salesforce Classic and Lightning -- Navigating Salesforce -- App Launcher -- Exploring search options -- Using list views -- Salesforce Chatter -- Customizing personal settings -- Summary -- Questions -- Further reading -- Chapter 2: Understanding Salesforce Activities -- Technical requirements -- Navigating to activities -- Tasks -- Business use case -- Creating tasks -- Logging a call -- Business use case -- Log a call -- Task list view -- Viewing tasks on the home page -- Creating events and calendar entries -- Understanding events -- Business use case -- Creating an event -- Salesforce calendar -- Sending emails and email integration options -- Business use case -- Sending an email -- Using Gmail integration options -- Using Outlook integration options -- Summary -- Questions -- Further reading -- Chapter 3: Creating and Managing Leads -- Technical requirements -- Understanding leads -- Business use case -- Creating leads -- Exploring the Lead Status field -- Understanding how lead conversion takes place -- Working on forms with Web-to-Lead -- Setting up auto-response rules -- Lead settings and lead processes -- Using the lead settings -- Using lead processes -- Summary -- Questions -- Further reading -- Chapter 4: Business Development with Accounts and Contacts -- Technical requirements -- Understanding how accounts work -- Business use case -- Creating an account -- Understanding contacts -- Business use case -- Creating a contact -- Understanding relationships -- Business use case -- Enabling relationships -- Adding relationships -- Removing relationships -- Summary -- Questions -- Further reading -- Chapter 5: Driving the Sales Cycle with Opportunities Technical requirements -- Understanding opportunities -- Business use case -- Creating an opportunity -- Understanding opportunity stages and the sales path -- Adding contact roles for opportunities -- Organizing products and price books -- Creating quotes -- Determining forecasts -- Summary -- Questions -- Further reading -- Chapter 6: Achieving Business Goals Using Campaigns -- Technical requirements -- Creating campaigns -- Business use case -- Creating a campaign -- Adding campaign members -- Adding leads as campaign members -- Adding contacts as campaign members -- Viewing the campaign history of leads and contacts -- Sending an email to the list of campaign members -- Managing marketing with campaign hierarchies -- Improving campaign functionality with third-party apps -- Summary -- Questions -- Further reading -- Chapter 7: Enhancing Customer Service with Cases -- Technical requirements -- Introducing cases -- Business use case -- Creating a case -- Understanding case status -- Creating escalation rules -- Using Web-to-Case to generate case capture forms -- Setting up Email-to-Case -- Summary -- Questions -- Further reading -- Chapter 8: Business Analysis Using Reports and Dashboards -- Technical requirements -- Creating reports to understand data -- Business use case -- Creating a report -- Using grouping to create report types -- Summary reports -- Matrix reports -- Adding a chart to a report -- Saving and running a report -- Using dashboards to visualize data -- Summary -- Questions -- Further reading -- Chapter 9: Setup and Configuration -- Technical requirements -- Navigating to the Setup page -- Delving into the ADMINISTRATION section -- Users -- Data -- Email -- Exploring the PLATFORM TOOLS section -- Apps -- Feature Settings -- Slack -- Einstein -- Objects and Fields -- Events -- Process Automation -- User Interface -- Custom Code Development -- Performance -- Environments -- User Engagement -- Integrations -- Notification builder -- Offline -- Understanding the SETTINGS section -- Company Settings -- Data Classification -- Privacy Center -- Identity -- Security -- Using the Object Manager tab -- Summary -- Questions -- Further reading -- Chapter 10: An Overview of Sharing and Visibility -- Technical requirements -- Using organization-wide defaults -- Business use case -- Setting up org-wide defaults -- Understanding the role hierarchy -- Business use case -- Finding the role hierarchy -- Applying sharing rules -- Business use case -- Adding sharing rules -- Ownership-based sharing -- Criteria-based sharing -- Setting team access -- Business use case -- Adding a user and setting team access -- Setting profile access -- Business use case -- Updating profiles -- Using permission sets -- Business use case -- Modifying access with permission sets -- System and user permissions, implicit sharing, and Apex sharing -- System and user permissions -- Implicit sharing -- Apex sharing -- Summary -- Questions -- Further reading -- Chapter 11: User Management and Data Security -- Technical requirements -- Creating users -- Business use case -- Creating a user in action -- Understanding record ownership -- Record ownership and data security -- Understanding ownership skew -- Summary -- Questions -- Further reading -- Chapter 12: Managing Projects with Sandboxes and Change Sets -- Technical requirements -- Creating and using sandboxes -- Business use case -- Creating a sandbox -- Using different types of sandboxes -- Developer sandboxes -- Developer Pro sandboxes -- Partial Copy sandboxes -- Full Copy sandboxes -- Creating change sets -- Business use case -- Creating change sets -- Deploying change sets -- Summary -- Questions -- Further reading Chapter 13: Using Data Modeling to Configure Objects for Your Business -- Technical requirements -- Salesforce data modeling -- Creating custom objects -- Business use case -- Creating a custom object -- Creating custom fields -- Creating and using page layouts -- Creating and using record types -- Utilizing the created customizations -- Summary -- Questions -- Further reading -- Chapter 14: Lightning Experience Customization -- Technical requirements -- Lightning pages overview -- Business use case -- Creating a Lightning page -- Understanding the Lightning page layout -- Using Lightning page components -- Activating and assigning Lightning pages -- Summary -- Questions -- Further reading -- Chapter 15: Extending Functionality with Third-Party Applications and Salesforce Mobile -- Technical requirements -- Discovering third-party applications -- Managed and unmanaged package applications -- Business use case -- Salesforce AppExchange -- Installing third-party applications -- Uninstalling third-party applications -- Configuring Salesforce Mobile using a QuickStart -- Business use case -- Mobile app QuickStart -- Summary -- Questions -- Further reading -- Chapter 16: Salesforce Flow -- Technical requirements -- What is a flow? -- Introducing flow types -- Screen flow -- Record-triggered flow -- Schedule-triggered flow -- Platform event-triggered flow -- Autolaunched flow (no trigger) -- Understanding Flow Builder elements -- Interaction -- Logic -- Data -- Flow resources -- Testing a flow -- Example 1: screen flow -- Business use case -- Building the flow -- Testing the flow -- Distributing the flow -- Seeing it in action -- Example 2: record-triggered flow -- Business use case -- Building the flow -- Testing the flow -- Distributing the flow -- Seeing it in action -- Best practices and more -- Summary -- Questions -- Further reading Chapter 17: Approval Processes -- Technical requirements -- Creating an approval process -- Business use case -- Approval process in action -- Adding entry criteria and approver selection -- Adding actions and viewing the approval steps -- Enabling email approvals -- Business use case -- Summary -- Questions -- Further reading -- Chapter 18: Assignment Rules -- Technical requirements -- Creating lead assignment rules -- Business use case -- Lead assignment rules in action -- Creating a queue -- Business use case -- Queues in action -- Creating case assignment rules -- Business use case -- Case assignment rules in action -- Assignment rules in action -- Summary -- Questions -- Further reading -- Chapter 19: Data Integrity with Formulas and Validations -- Technical requirements -- Overview of formulas -- Business use case -- Creating a formula field -- Understanding validation rules -- Business use case -- Creating a validation rule -- Summary -- Questions -- Further reading -- Chapter 20: Testing and Debugging -- Technical requirements -- Understanding the path to production -- Business use case -- Setting up the path to production -- Understanding testing types -- Unit testing -- System testing -- UAT testing -- Production testing -- Regression testing -- Using debug logs -- Business use case -- Creating a debug log -- Summary -- Questions -- Further reading -- Assessments -- Other Books You May Enjoy Customer relations-Management-Data processing Sales management-Data processing Salesforce (Online service) Royer, Timothy Sonstige oth Erscheint auch als Druck-Ausgabe Shaalan, Sharif Salesforce for Beginners Birmingham : Packt Publishing, Limited,c2022 9781803239101 |
| spellingShingle | Shaalan, Sharif Salesforce for Beginners A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform Intro -- Copyright -- Contributors -- Table of Contents -- Preface -- Chapter 1: Getting Started with Salesforce and CRM -- What is Salesforce CRM? -- Differentiating Salesforce Classic and Lightning -- Navigating Salesforce -- App Launcher -- Exploring search options -- Using list views -- Salesforce Chatter -- Customizing personal settings -- Summary -- Questions -- Further reading -- Chapter 2: Understanding Salesforce Activities -- Technical requirements -- Navigating to activities -- Tasks -- Business use case -- Creating tasks -- Logging a call -- Business use case -- Log a call -- Task list view -- Viewing tasks on the home page -- Creating events and calendar entries -- Understanding events -- Business use case -- Creating an event -- Salesforce calendar -- Sending emails and email integration options -- Business use case -- Sending an email -- Using Gmail integration options -- Using Outlook integration options -- Summary -- Questions -- Further reading -- Chapter 3: Creating and Managing Leads -- Technical requirements -- Understanding leads -- Business use case -- Creating leads -- Exploring the Lead Status field -- Understanding how lead conversion takes place -- Working on forms with Web-to-Lead -- Setting up auto-response rules -- Lead settings and lead processes -- Using the lead settings -- Using lead processes -- Summary -- Questions -- Further reading -- Chapter 4: Business Development with Accounts and Contacts -- Technical requirements -- Understanding how accounts work -- Business use case -- Creating an account -- Understanding contacts -- Business use case -- Creating a contact -- Understanding relationships -- Business use case -- Enabling relationships -- Adding relationships -- Removing relationships -- Summary -- Questions -- Further reading -- Chapter 5: Driving the Sales Cycle with Opportunities Technical requirements -- Understanding opportunities -- Business use case -- Creating an opportunity -- Understanding opportunity stages and the sales path -- Adding contact roles for opportunities -- Organizing products and price books -- Creating quotes -- Determining forecasts -- Summary -- Questions -- Further reading -- Chapter 6: Achieving Business Goals Using Campaigns -- Technical requirements -- Creating campaigns -- Business use case -- Creating a campaign -- Adding campaign members -- Adding leads as campaign members -- Adding contacts as campaign members -- Viewing the campaign history of leads and contacts -- Sending an email to the list of campaign members -- Managing marketing with campaign hierarchies -- Improving campaign functionality with third-party apps -- Summary -- Questions -- Further reading -- Chapter 7: Enhancing Customer Service with Cases -- Technical requirements -- Introducing cases -- Business use case -- Creating a case -- Understanding case status -- Creating escalation rules -- Using Web-to-Case to generate case capture forms -- Setting up Email-to-Case -- Summary -- Questions -- Further reading -- Chapter 8: Business Analysis Using Reports and Dashboards -- Technical requirements -- Creating reports to understand data -- Business use case -- Creating a report -- Using grouping to create report types -- Summary reports -- Matrix reports -- Adding a chart to a report -- Saving and running a report -- Using dashboards to visualize data -- Summary -- Questions -- Further reading -- Chapter 9: Setup and Configuration -- Technical requirements -- Navigating to the Setup page -- Delving into the ADMINISTRATION section -- Users -- Data -- Email -- Exploring the PLATFORM TOOLS section -- Apps -- Feature Settings -- Slack -- Einstein -- Objects and Fields -- Events -- Process Automation -- User Interface -- Custom Code Development -- Performance -- Environments -- User Engagement -- Integrations -- Notification builder -- Offline -- Understanding the SETTINGS section -- Company Settings -- Data Classification -- Privacy Center -- Identity -- Security -- Using the Object Manager tab -- Summary -- Questions -- Further reading -- Chapter 10: An Overview of Sharing and Visibility -- Technical requirements -- Using organization-wide defaults -- Business use case -- Setting up org-wide defaults -- Understanding the role hierarchy -- Business use case -- Finding the role hierarchy -- Applying sharing rules -- Business use case -- Adding sharing rules -- Ownership-based sharing -- Criteria-based sharing -- Setting team access -- Business use case -- Adding a user and setting team access -- Setting profile access -- Business use case -- Updating profiles -- Using permission sets -- Business use case -- Modifying access with permission sets -- System and user permissions, implicit sharing, and Apex sharing -- System and user permissions -- Implicit sharing -- Apex sharing -- Summary -- Questions -- Further reading -- Chapter 11: User Management and Data Security -- Technical requirements -- Creating users -- Business use case -- Creating a user in action -- Understanding record ownership -- Record ownership and data security -- Understanding ownership skew -- Summary -- Questions -- Further reading -- Chapter 12: Managing Projects with Sandboxes and Change Sets -- Technical requirements -- Creating and using sandboxes -- Business use case -- Creating a sandbox -- Using different types of sandboxes -- Developer sandboxes -- Developer Pro sandboxes -- Partial Copy sandboxes -- Full Copy sandboxes -- Creating change sets -- Business use case -- Creating change sets -- Deploying change sets -- Summary -- Questions -- Further reading Chapter 13: Using Data Modeling to Configure Objects for Your Business -- Technical requirements -- Salesforce data modeling -- Creating custom objects -- Business use case -- Creating a custom object -- Creating custom fields -- Creating and using page layouts -- Creating and using record types -- Utilizing the created customizations -- Summary -- Questions -- Further reading -- Chapter 14: Lightning Experience Customization -- Technical requirements -- Lightning pages overview -- Business use case -- Creating a Lightning page -- Understanding the Lightning page layout -- Using Lightning page components -- Activating and assigning Lightning pages -- Summary -- Questions -- Further reading -- Chapter 15: Extending Functionality with Third-Party Applications and Salesforce Mobile -- Technical requirements -- Discovering third-party applications -- Managed and unmanaged package applications -- Business use case -- Salesforce AppExchange -- Installing third-party applications -- Uninstalling third-party applications -- Configuring Salesforce Mobile using a QuickStart -- Business use case -- Mobile app QuickStart -- Summary -- Questions -- Further reading -- Chapter 16: Salesforce Flow -- Technical requirements -- What is a flow? -- Introducing flow types -- Screen flow -- Record-triggered flow -- Schedule-triggered flow -- Platform event-triggered flow -- Autolaunched flow (no trigger) -- Understanding Flow Builder elements -- Interaction -- Logic -- Data -- Flow resources -- Testing a flow -- Example 1: screen flow -- Business use case -- Building the flow -- Testing the flow -- Distributing the flow -- Seeing it in action -- Example 2: record-triggered flow -- Business use case -- Building the flow -- Testing the flow -- Distributing the flow -- Seeing it in action -- Best practices and more -- Summary -- Questions -- Further reading Chapter 17: Approval Processes -- Technical requirements -- Creating an approval process -- Business use case -- Approval process in action -- Adding entry criteria and approver selection -- Adding actions and viewing the approval steps -- Enabling email approvals -- Business use case -- Summary -- Questions -- Further reading -- Chapter 18: Assignment Rules -- Technical requirements -- Creating lead assignment rules -- Business use case -- Lead assignment rules in action -- Creating a queue -- Business use case -- Queues in action -- Creating case assignment rules -- Business use case -- Case assignment rules in action -- Assignment rules in action -- Summary -- Questions -- Further reading -- Chapter 19: Data Integrity with Formulas and Validations -- Technical requirements -- Overview of formulas -- Business use case -- Creating a formula field -- Understanding validation rules -- Business use case -- Creating a validation rule -- Summary -- Questions -- Further reading -- Chapter 20: Testing and Debugging -- Technical requirements -- Understanding the path to production -- Business use case -- Setting up the path to production -- Understanding testing types -- Unit testing -- System testing -- UAT testing -- Production testing -- Regression testing -- Using debug logs -- Business use case -- Creating a debug log -- Summary -- Questions -- Further reading -- Assessments -- Other Books You May Enjoy Customer relations-Management-Data processing Sales management-Data processing Salesforce (Online service) |
| title | Salesforce for Beginners A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform |
| title_auth | Salesforce for Beginners A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform |
| title_exact_search | Salesforce for Beginners A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform |
| title_full | Salesforce for Beginners A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform |
| title_fullStr | Salesforce for Beginners A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform |
| title_full_unstemmed | Salesforce for Beginners A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform |
| title_short | Salesforce for Beginners |
| title_sort | salesforce for beginners a step by step guide to optimize sales and marketing and automate business processes with the salesforce platform |
| title_sub | A Step-By-step Guide to Optimize Sales and Marketing and Automate Business Processes with the Salesforce Platform |
| topic | Customer relations-Management-Data processing Sales management-Data processing Salesforce (Online service) |
| topic_facet | Customer relations-Management-Data processing Sales management-Data processing Salesforce (Online service) |
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