Teach Yourself VISUALLY Salesforce com 1st Edition by Justin Davis ,Kristine Curington ISBN 1119047692 9781119047698

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Product details:
ISBN 10: 1119047692
ISBN 13: 9781119047698
Author: Justin Davis ,Kristine Curington

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 correspondence, reviewing reports, and more. This updated edition covers the newest features and tools that make your business run more smoothly, so you can get up and running quickly.

This book is your ultimate guide to optimizing Salesforce.com capabilities, helping you leverage your data into added value for your business.

• Choose the right Salesforce.com edition to suit your needs
• Master the latest and most helpful features
• Personalize your system for a tailor-made CRM solution
• Manage accounts, develop contacts, track inventory, and more

Teach Yourself VISUALLY Salesforce com 1st Edition Table of contents:

• 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​

• 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 Template

  • Send 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​

• 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​

  • Using the AppExchange

  • Introducing the AppExchange

  • Find and Select an App

  • Install an App

  • Find a Developer

  • Find a Consultant​

  • Configuring Reports and Dashboards

  • Understanding Report Formats

  • Create a Leads Report

  • Create a Contacts & Accounts Report

  • Create an Opportunity Report

  • Add Leads to a Campaign

  • Create Report Charts

  • Create a Custom Report Type

  • Schedule Reports

  • Create a Campaign Report

  • Summarize Report Data

  • Create a Joined Report

  • Export Reports to Excel

  • Add Grouping to Reports

  • Create a Report Formula

  • Understanding Dashboard Components

  • Create a Dashboard

  • Refresh a Dashboard

  • Modify Columns on Dashboards

  • Add a Filter to a Dashboard

  • Manage Access to Reports

  • Schedule a Dashboard Refresh

  • Add a Report as a Dashboard Component

  • Set Up Dynamic Dashboards

  • Enable Dashboards for the iPad

  • Modify Report and Dashboard Features

  • Activate the Report Builder on Profiles​

  • Collaborating

  • Understanding Chatter

  • Enable Chatter

  • Enable Chatter Feeds on Accounts

  • Configure Chatter Groups

  • Create a Chatter Free User

  • Set Up Email Notifications

  • Install Chatter Desktop

  • Enable Salesforce-to-Salesforce

  • Configure Salesforce-to-Salesforce

  • Share an Account

  • Accept a Connection

  • Enable Ideas

  • Configure Ideas Themes

  • Enable Social Contacts

  • Enable Libraries and Content

  • Customize Libraries and Content

  • Upload Documents to Content

  • Leave Feedback on Documents in Content

  • Enable Salesforce1​

  • Configuring Security

  • View Object Security

  • Change Default Record Access

  • View the Role Hierarchy

  • Configure Session Settings

  • Create a New Role

  • Enable Field History

  • Configure the Password Policy

  • Configure Network

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Tags: Justin Davis, Kristine Curington, Teach Yourself VISUALLY, Salesforce com