Teach yourself visually Salesforce.com / Justin Davis and Richard Wentk ; foreword by Dan Streetman.

Format:

Book

Author/Creator:

Davis, Justin, author.

Wentk, Richard, author.

Streetman, Dan, author of introduction, etc.

Series:

Teach yourself visually.

Teach Yourself Visually

Language:

English

Subjects (All):

Customer relations--Management.

Customer relations.

Sales management--Data processing.

Sales management.

Salesforce (Online service).

Salesforce.com (Firm).

Physical Description:

1 online resource (744 p.)

Edition:

2nd ed.

Other Title:

Salesforce.com : the fast and easy way to learn

Teach yourself visually Salesforce.com

Place of Publication:

Indianapolis, Indiana : Visual, 2015.

Language Note:

English

System Details:

text file

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

Contents:

Cover; Title Page; Table of Contents; Foreword; Chapter 1: Introducing Salesforce; Choose an Edition of Salesforce; Create a New User; Customize the Tabs; Upload a Company Logo; Create an App; Modify the Fiscal Year; Modify Business Hours; Log a Technical Support Case; Deactivate a User; View the Learning Center; Understanding the System Overview Page; Understanding the Company Information Page; Customize the Home Page; Understanding the Home Page; 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 AppExchangeFind and Select an App; Install an App; Find a Developer; Find a Consultant; Chapter 5: 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 DashboardsAdd 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; Chapter 6: 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 ConnectionEnable Ideas; Configure Ideas Themes; Enable Social Contacts; Configure Salesforce1; Leave Feedback on Documents in Content; Upload Documents to Content; Customize Libraries and Content; Enable Libraries and Content; Chapter 7: 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 Access; Configure Remote Site Settings; Reset a Security Token; Grant Login Access; Create a Validation Rule; Disable a Validation Rule

Create an Account Sharing Rule

Notes:

"The Fast and Easy Way to Learn"--Cover.

Includes index.

Description based on print version record.

ISBN:

9781119047667

1119047668

9781119047797

111904779X

OCLC:

909285437