Salesforce.com

Salesforce.com

by Davis, Justin

Type Book
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The highly visual, step-by-step guide to getting the most out of Salesforce.com Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of Salesforce.com. You'll be walked through each step of the entire process, from choosing the rig…

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Title Statements

  • Full title :Salesforce.com / Justin Davis and Kristine Curington ; foreword by Dan Streetman.

Summary

The highly visual, step-by-step guide to getting the most out of Salesforce.com Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of Salesforce.com. You'll be walked through each step of the entire process, from choosing the right edition and customizing your service to capturing leads, inputting contacts, tracking corresponde.

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Edition Statements

  • Publication Date:2015

Publication Statements

  • Publisher(s):Visual, a Wiley brand
  • Place of Publication:Indianapolis, Ind
  • Language:eng
  • Publication Date:2015

Notes

Includes index.

The Physical Object

  • Description:1 online resource : : color illustrations

Edition Identifiers

  • ISBN:9781119047797, 111904779X, 9781119047667, 1119047668
  • oclc:ocn907289681
  • LC Classification:HF5415.5
  • Dewey Decimal:658.812

Table of Contents

Title Page; Copyright Page; Table of Contents; Foreword; Chapter 1 Introducing Salesforce; Choose an Edition of Salesforce; Understanding the Home Page; Customize the Home Page; Create a New User; Customize the Tabs; Upload a Company Logo; Create an App; Understanding the Company Information Page; Understanding the System Overview Page; Modify the Fiscal Year; Modify Business Hours; Log a Technical Support Case; Deactivate a User; View the Learning Center; Chapter 2 Using the Sales Cloud; Create a New Lead; Convert a Lead; Create a New Account; Create a New Contact; Create a List View.

Create an Email TemplateSend a Single Email; Send a Mass Email; Create a New Opportunity; Create Products; Create Activities; Modify a Quote Template; Build a Quote; Email a Quote; Create a Web-to-Lead Form; Create a Lead Assignment Rule; Create a Lead Queue; Create an Auto-Response Rule; Create a Campaign; Chapter 3 Using the Service Cloud; Create a New Case Record; Create Case Assignment Rules; Create Case Escalation Rules; Enable Solutions; Create a Solution; Attach a Solution to a Case; Create a Web-to-Case Form; Create an Email-to-Case Address; Chapter 4 Using the AppExchange.

Introducing the…

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Subjects

BUSINESS & ECONOMICS -- Industrial Mana… Business & Economics -- Management BUSINESS & ECONOMICS -- Management Scie… BUSINESS & ECONOMICS -- Organizational … Customer relations -- Management Sales management -- Data processing Salesforce (Online service) Salesforce (Serveur) Ventes -- Gestion

Writers

Davis, Justin Curington, Kristine Streetman, Dan

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