Salesforce for Business Users: Mastering Salesforce Lightning platform to boost your productivity and work more efficient 1st Edition by Johan Yu ISBN  981181953X ‎ 978-9811819537

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Product details:

ISBN 10:  981181953X
ISBN 13: ‎ 978-9811819537
Author: Johan Yu

Salesforce is the leading CRM software, it is also well known for its innovation. There are 3 releases every year, where lots of new features are introduced for you to use. This book will share with you the powerful features of the Lightning platform that you may not know.

There is a lot of Salesforce books out there, but all of them are very technical and targeted to Salesforce admin, developer, and architect. This book is targeted specifically to business users, from Sales Ops, Sales Admin, Sales Rep, Sales
Management, Business Analyst, Customer Support, Marketing Manager, Commercial Excellence, Operation, etc.

This book will provide handy and practical tips on the Salesforce platform, empower you in your daily jobs, so you can work efficiently and be more productive in supporting your daily works, collaborate with your team, use the new features that you are not aware of, and performing data analysis to understand your business.

Salesforce for Business Users: Mastering Salesforce Lightning platform to boost your productivity and work more efficient 1st Table of contents:

Preface

• Acknowledgments
• Introduction to Salesforce Lightning and Its Benefits
• How to Use This Book

Chapter 1: Introduction to Salesforce and the Lightning Platform

• What is Salesforce?
• The Evolution of Salesforce: From Classic to Lightning
• Key Features of Salesforce Lightning Platform
• Why Business Users Should Learn Salesforce
• Getting Started with Salesforce Lightning

Chapter 2: Navigating the Salesforce Lightning Interface

• Overview of the Lightning Experience
• Understanding the Salesforce Lightning Home Page
• Customizing Your Salesforce Lightning Dashboard
• Introduction to App Launcher and Lightning Apps
• Exploring Salesforce Lightning Components and Widgets

Chapter 3: Managing Data in Salesforce

• Understanding Salesforce Objects and Fields
• Navigating and Using Standard Objects
• Custom Objects and Fields: Creating and Managing Them
• Data Entry and Import Tools
• Best Practices for Data Management and Data Integrity

Chapter 4: Using Salesforce for Sales and Marketing

• The Sales Cloud: Key Features for Sales Teams
• Managing Leads, Opportunities, and Accounts
• Tracking Campaigns and Marketing Activities
• Automating Sales Workflows with Process Builder
• Leveraging Reports and Dashboards for Sales Insights

Chapter 5: Managing Customer Service with Salesforce

• The Service Cloud Overview
• Managing Cases, Service Requests, and Solutions
• Setting Up Knowledge Bases and FAQs
• Using Omni-Channel for Customer Support
• Automating Customer Service Workflows

Chapter 6: Automation Tools in Salesforce Lightning

• Introduction to Process Automation Tools
• Using Flow Builder to Automate Business Processes
• Automating Tasks with Workflow Rules and Approval Processes
• The Power of Lightning App Builder for Custom Workflows
• Leveraging Scheduled Jobs and Notifications

Chapter 7: Collaboration and Communication Tools

• Using Chatter for Team Collaboration
• Sharing Files and Documents within Salesforce
• Creating and Managing Groups and Conversations
• Integration with Email, Calendar, and Task Management
• Using Slack Integration for Enhanced Team Communication

Chapter 8: Reporting and Analytics in Salesforce Lightning

• Introduction to Salesforce Reports and Dashboards
• Creating Custom Reports for Your Business Needs
• Building and Sharing Dashboards
• Using Salesforce Einstein Analytics for Predictive Insights
• Best Practices for Data Visualization in Reports

Chapter 9: Customizing Salesforce Lightning for Business Needs

• Personalizing Your Salesforce Lightning Experience
• Customizing Page Layouts and Record Types
• Creating Custom Buttons, Actions, and Links
• Building Custom Lightning Components
• Leveraging AppExchange for Additional Functionalities

Chapter 10: Integrating Salesforce with Other Tools

• Overview of Integration Capabilities in Salesforce
• Connecting Salesforce with External Systems (ERP, Marketing Tools, etc.)
• Using APIs for Data Integration
• Best Practices for Integration with Third-Party Applications
• Managing Integration with External Databases

Chapter 11: Security and User Management in Salesforce

• Understanding Salesforce User Roles and Profiles
• Managing User Permissions and Access Controls
• Setting Up and Managing Security for Sensitive Data
• Two-Factor Authentication and Other Security Measures
• Best Practices for Maintaining User and Data Security

Chapter 12: Best Practices for Business Users

• Navigating Complex Business Processes in Salesforce
• Streamlining Workflow and Task Management
• Ensuring Data Quality and Consistency
• Building a User-Friendly Salesforce Environment for Teams
• Optimizing Salesforce for Maximum Productivity

Chapter 13: Troubleshooting and Getting Help in Salesforce

• Common Issues Business Users Face and How to Solve Them
• Using Salesforce Help and Trailhead for Self-Learning
• Contacting Salesforce Support
• Leveraging Community Resources and Forums
• Staying Updated with Salesforce Releases and Features

Chapter 14: Future Trends in Salesforce and CRM

• Emerging Technologies in Salesforce: AI, Automation, and More
• The Role of Artificial Intelligence in Salesforce (Einstein AI)
• The Future of Cloud Computing and CRM
• How Salesforce is Evolving for Business Users
• Preparing for the Next Wave of Salesforce Innovations

Appendices

• Appendix A: Salesforce Lightning Keyboard Shortcuts
• Appendix B: Useful Resources and Links (Trailhead, Salesforce Blog, etc.)
• Appendix C: Glossary of Key Terms in Salesforce
• Appendix D: Sample Reports, Dashboards, and Customization Examples

Index

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Tags:

Johan Yu,Business Users,Mastering Salesforce,Lightning platform