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Salesforce: a QuickStudy Laminated Reference Guide

✍ Scribed by Christopher Matthew Spencer


Publisher
QuickStudy Reference Guides
Year
2018
Tongue
English
Leaves
6
Edition
1
Category
Library

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No coin nor oath required. For personal study only.

✦ Synopsis


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

✦ Table of Contents


Salesforce
INTRO TO SALESFORCE CRM
SALESFORCE CLOUDS
SALESFORCE CRM EDITIONS
PLANNING TRANSITION
DATA MIGRATION
INITIAL SETUP
USING SALESFORCE
A TYPICAL SALESFORCE TEAM’S WORKFLOW
REPORTS
DASHBOARDS
ADDITIONAL RESOURCES


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