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Salesforce For Dummies book cover

Salesforce For Dummies

Authors:

Overview

Your easy-to-follow guide to the world’s leading cloud-based CRM software

Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster.

Get started with configuring Salesforce and set up the apps that your business needs
Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein
Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes
Find new ways to improve productivity and reduce administration time

Salesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world’s top CRM.

Your easy-to-follow guide to the world’s leading cloud-based CRM software

Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with

colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster.

Get started with configuring Salesforce and set up the apps that your business needs
Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein
Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes
Find new ways to improve productivity and reduce administration time

Salesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world’s top CRM.

Salesforce For Dummies Cheat Sheet

Unlike traditional software, Salesforce is software-as-a-service (SaaS). You sign up for a subscription and log in through a browser, and the software is immediately available. You may need to make some adjustments to make all aspects apply to the details of your business. There’s no purchase, installation, or hardware setup required! With Salesforce, you have a full suite of services to manage the customer life cycle. [caption id="attachment_266272" align="alignnone" width="556"] ©By Artur Szczybylo/Shutterstock.com[/caption]

About The Authors

Liz Kao has been a member of the Professional Services team as well as an independent Salesforce consultant. She has implemented CRM solutions for companies both large and small.

Jon Paz is a Salesforce consultant and former editor. He has delivered world-class solutions to an assortment of perplexing business challenges for his enterprise clients.