Salesforce (QuickStudy Business)
Salesforce
by Spencer, Christopher Matthew;
English | 2018 | ISBN: 1423238788 | 6 pages | True PDF | 6.49 MB
by Spencer, Christopher Matthew;
English | 2018 | ISBN: 1423238788 | 6 pages | True PDF | 6.49 MB
Increase customers and their satisfaction while growing your business with the world’s #1 customer relationship management (CRM) software. This 6 page laminated guide breaks down options for data and resource transition, data migration and essential tools and their function. Written by our sales and Salesforce guru and Lynda.com author Christopher Matthew Spencer, this well rounded primer to this powerful tool will show you the ropes and get you up and running with a proven roadmap to customer satisfaction and success.
6 page laminated guide includes:
Intro to Salesforce CRM
Salesforce Clouds
Salesforce CRM Editions
Planning Transition
Data Migration
Initial Setup
Permission Sets
Profiles
Users
Groups
Queues
Roles
Organization-Wide Default Sharing Settings
Data Sharing Overview
Health Check
Tips for Data Importing
Using Salesforce
Objects
Apps
Lightening Pages
Page Layouts
Tabs
Files
A Typical Salesforce Team’s Workflow
Reports
Dashboards