Teach Yourself Visually Salesforce.com - Softcover

Davis, Justin; Curington, Kristine

Softcover

ISBN 10: 1119047692 ISBN 13: 9781119047698

Publisher: Visual, 2015

Synopsis

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

About this title

About the Author

Justin Davis (Los Angeles, CA) is COO of MKPartners, an indusrty leader in Salesforce.com consulting for corporate, public sector, educational institutions, and nonprofit organizations. MK Partners practices what it preaches by using Salesforce.com for its internal processes and staying on the forefront of software as a service and other web technologies.

From the Back Cover

Teach Yourself VISUALLY

Are you a visual learner? Do you prefer instructions that show you how to do something and skip the long-winded explanations? If so, then this book is for you. Open it up and you'll find clear, step-by-step screen shots that show you how to tackle more than 130 Salesforce.com tasks. Each task-based spread covers a single technique, sure to help you get up and running on Salesforce.com in no time.

You'll learn to:

• Customize the home page
• Organize and communicate with your contacts
• Configure reports and dashboards
• Manage your data and security
• Use workflow rules

Designed for visual learners

• Two-page lessons break big topics into bite-sized modules
• Succinct explanations walk you through step by step
• Full-color screen shots demonstrate each task
• Helpful sidebars offer practical tips and tricks

From the Inside Flap

Teach Yourself VISUALLY

Are you a visual learner? Do you prefer instructions that show you how to do something and skip the long-winded explanations? If so, then this book is for you. Open it up and you'll find clear, step-by-step screen shots that show you how to tackle more than 130 Salesforce.com tasks. Each task-based spread covers a single technique, sure to help you get up and running on Salesforce.com in no time.

You'll learn to:

• Customize the home page
• Organize and communicate with your contacts
• Configure reports and dashboards
• Manage your data and security
• Use workflow rules

Designed for visual learners

• Two-page lessons break big topics into bite-sized modules
• Succinct explanations walk you through step by step
• Full-color screen shots demonstrate each task
• Helpful sidebars offer practical tips and tricks

Edition details

• Publisher: Visual
• Publication date: 2015
• Language: English
• ISBN 10: 1119047692
• ISBN 13: 9781119047698
• Binding: Paperback
• Edition number: 2
• Number of pages: 340