Salesforce. com for Dummies.
Tom. Wong
Bok Engelsk 2014 · Electronic books.
| Omfang | 1 online resource (435 pages)
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| Utgave | 5th ed.
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| Opplysninger | Intro -- Title Page -- Copyright Page -- Contents at a Glance -- Table of Contents -- Introduction -- Updates to the Fifth Edition -- How to Use This Book -- Foolish Assumptions -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part I: Salesforce Basics -- Chapter 1: Looking Over Salesforce -- Using Salesforce to Solve Critical Business Challenges -- Extending the Value Chain -- Deciding Which Edition Is Best for You -- Chapter 2: Navigating Salesforce -- Getting Familiar with Basic Terms -- Accessing Salesforce -- Navigating the Home Page -- Navigating the Apps -- Managing Records -- Detailing the Record -- Getting Help and Setting Up -- Chapter 3: Personalizing Your System -- Completing the My Profile Page -- Using the My Settings Menu -- Modifying Your Personal Information -- Working with Salesforce Remotely -- Importing Your Contacts -- Part II: Keeping Track of Customer Relationships -- Chapter 4: Managing Accounts -- Getting Familiar with the Account Record -- Creating and Updating Your Accounts -- Organizing Your Accounts -- Performing Actions with Account Related Lists -- Maintaining Your Account Database -- Chapter 5: Developing Contacts -- Understanding the Contact Record -- Customizing Contact Information -- Entering and Updating Your Contacts -- Organizing Your Contacts -- Developing Organizational Charts -- Performing Actions with Contact Related Lists -- Merging Duplicate Records -- Chapter 6: Collaborating with Chatter -- Preparing to Use Chatter -- Turning On Chatter -- Understanding Key Chatter Terms -- Locating Chatter on Your Home Page -- Profiling Yourself -- Keeping Everyone Informed with Posts -- Choosing What to Follow -- Being Part of a Group -- Receiving Chatter Emails -- Using Chatter Effectively -- Chapter 7: Managing Activities -- Reviewing Activities -- Creating Activities.. - Knowing More about Salesforce Knowledge -- Researching and Resolving Cases -- Communicating the Outcome -- Chapter 16: Managing Your Contact Center with Service Cloud -- Preparing Your Salesforce Service Cloud Strategy -- Automating Case Management -- Capturing and Associating Cases Efficiently -- Harvesting Knowledge -- Helping Customers Help Themselves -- Improving Agent Productivity -- Part VI: Measuring Overall Business Performance -- Chapter 17: Analyzing Data with Reports -- Discovering Reports -- Developing Reports -- Filtering on a Report -- Exporting Reports to Excel -- Organizing Your Reports -- Advancing Beyond the Basics -- Chapter 18: Seeing the Big Picture with Dashboards -- Figuring Out Dashboards -- Building Dashboards -- Updating Dashboards -- Organizing Your Dashboards -- Part VII: Designing the Solution with Force.com -- Chapter 19: Fine-Tuning the Configuration -- Figuring Out Configuration -- Verifying Your Company Profile -- Defining Your Sharing Model -- Defining the Role Hierarchy -- Setting Up Profiles -- Adding Users to Salesforce -- Using Other Security Controls -- Customizing the Look and Feel -- Chapter 20: Customizing Salesforce with Force.com -- Discovering Customization -- Building and Editing Fields -- Using Custom Buttons and Links -- Customizing Page and Search Layouts -- Managing Multiple Business Processes -- Managing Record Types -- Creating Dependent Picklists -- Managing Workflow & -- Approvals -- Chapter 21: Extending Beyond CRM with the Platform -- Understanding the Force.com Platform -- Preparing Your Force.com App Strategy -- Creating Custom Apps with Force.com -- Sharing Apps on AppExchange -- Chapter 22: Migrating and Maintaining Your Data -- Understanding Your Options for Data Migration -- Migrating Your Legacy Data -- Managing Your Salesforce Database -- Getting Help with Complex Data Tasks.. - Organizing and Viewing Activities -- Updating Activities -- Chapter 8: Sending E-Mail -- Understanding E-Mail Fields in Salesforce -- Setting Up Your E-Mail -- Saving Third-Party E-Mails to Salesforce -- Sending E-Mail from Salesforce -- Sending Mass E-Mail -- Tracking E-Mail -- Part III: Driving Sales with Sales Cloud -- Chapter 9: Prospecting Leads -- Introducing the Lead Record -- Setting Up Your Leads -- Organizing Your Leads -- Following Up on Leads -- Maintaining Your Lead Database -- Building Your Lead Database with Data.com -- Chapter 10: Tracking Opportunities -- Getting Familiar with the Opportunity Record -- Entering Opportunities -- Modifying Opportunity Records -- Organizing Your Opportunities -- Following Opportunities with Chatter -- Chapter 11: Tracking Products and Price Books -- Discovering Products and Price Books -- Using Products and Price Books -- Building the Product Catalog -- Setting Up Schedules -- Managing Price Books -- Generating Quotes -- Chapter 12: Managing Your Partners -- Understanding the Partner Life Cycle -- Managing Your Channel with Salesforce Communities -- Accessing Salesforce Communities as a Partner -- Setting Up Salesforce Communities for Your Channel Team -- Part IV: Optimizing Demand with Marketing Cloud -- Chapter 13: Driving Demand with Campaigns -- Understanding Campaigns -- Building Target Lists -- Executing Campaigns -- Tracking Responses -- Chapter 14: Driving Sales Effectiveness with Content Management -- Understanding Salesforce Content -- Creating Libraries -- Adding Content -- Editing Content -- Finding Content -- Understanding Documents -- Part V: Delighting Customers with Service Cloud -- Chapter 15: Performing Fast and Accurate Support -- Walking through a Day in the Life of a Service Agent -- Understanding the Case Record -- Creating a Case -- Managing Cases.. - Part VIII: The Part of Tens -- Chapter 23: Ten Ways to Drive More Productivity -- Finding the Top Five Resources -- Revisiting Five Great Productivity Tools -- Chapter 24: Ten Keys to a Successful Implementation -- Identifying Your Executive Sponsor -- Building Your Project Team -- Evaluating Your Processes -- Gathering Requirements -- Defining Your Scope and Prioritizing Initiatives -- Modeling Salesforce to Your Business -- Customizing for User Relevance -- Importing Clean Data -- Building a Comprehensive Training Plan -- Connecting with Peers -- Index -- About the Authors.. - Your fun and easy introduction to Salesforce.com and its latest tools The frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs Written by Salesforce.com insiders with years of expertise in CRM services Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.
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| Emner | |
| Sjanger | |
| Dewey | |
| ISBN | 9781118825839
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