Salesforce: Expert Guides and Resources

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!

Salesforce.com drives much of its feature updates based on its existing road map and requests from customers just like you. A few times a year, Salesforce.com comes out with a new release of its award-winning service. That’s the benefit of these cloud-based business applications, because the infrastructure isn’t maintained by you.

Salesforce comes packed full of great tools to help you win more deals, get more leads, and provide better customer service. This brief guide will help you understand how Sales Cloud, Marketing Cloud, and Service Cloud help make you more productive and efficient. How to use Sales Cloud to win more deals Sales Cloud helps companies increase their sales success in a number of ways.

Salesforce has an easy-to-use wizard that steps you through importing your Campaign Member updates, Leads, Accounts, Contacts, and custom objects. If you’re a system administrator or you have the right profile permissions, you can perform these tasks for your users.For other objects’ legacy data (such as Opportunities, Cases, and Activities) that you want to have in Salesforce, you have to enter information manually or use the Data Loader, which is a data import and export tool that comes with Enterprise and Unlimited editions to automatically migrate data into Salesforce.

If your company’s instance of Salesforce is just a few years old and the Lightning Experience is enabled by default, congratulations! You have a fairly young instance of Salesforce, and hopefully the guidance we’ve given you in this book can ensure your Salesforce customizations use best practices that will scale for the future.

As customers, employees, and partners began building custom Salesforce applications (or apps), some bright person came up with an idea: Wouldn’t it be great if other customers like you could simply try, download, and install these custom Salesforce apps without having to build them on their own? iTunes uses the web to distribute music, so why shouldn’t enterprise applications work the same way?

Using Content records in Salesforce can be a helpful way to organize large amounts of information. After you contribute content to Content, you may need to update its details in Salesforce or find it for later use. Keep reading to find out how to perform these tasks. Editing content Search for and go to your Content record from the Content tab and follow these steps: Click the Edit button.

If you want Salesforce Content to be a highly effective sales tool for your staff, you have to organize your content so that people can easily find it. By using libraries, you can sort files into logical groupings. Adding content to a library — also known as contributing content — is simple. To upload a new document, follow these steps: Click the Libraries tab in the Content app and then click the Contribute button.