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Salesforce for Dummies

by Liz Kao, Jon Paz

For Dummies · 2019

A practical guide to Salesforce for new and existing users, covering the user interface, leads, sales forecasting, customer service and collaboration.

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About this book

Salesforce for Dummies shows readers how to get more from Salesforce, the customer relationship management software used for sales, marketing, customer service and support. It explains how to set up the system so it suits the needs of a business, and how to use its apps, widgets and tools to personalise the working environment.

Later sections follow a sales team through working with prospects, looking after client firms and partner businesses, keeping track of products and calculating forecasts. It also covers service and support, and it explains how to collaborate with colleagues using Chatter.

The guide is aimed at people who are new to Salesforce as well as existing users who want to make the most of its newer user interface.

Edition note: published by For Dummies in 2019, 416 pages, ISBN-13 9781119576310.

At a glance

  • 416 pages
  • Published by For Dummies in 2019
  • Covers leads, accounts, forecasts and customer service
  • ISBN-13 9781119576310

Book details

ISBN-13
9781119576310
Authors
Liz Kao, Jon Paz
Publisher
For Dummies
Published
2019
Pages
416
Language
English
Condition
New
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