Table of Contents
Introduction 1
Part 1: Introducing Salesforce 5
Chapter 1: Customer Relationship Management at a Glance 7
Chapter 2: Discovering Salesforce Products 13
Part 2: Understanding Salesforce Features 23
Chapter 3: Navigating Salesforce 25
Chapter 4: Personalizing Salesforce 43
Chapter 5: Working in Salesforce 57
Part 3: Closing More Deals with Sales Cloud 81
Chapter 6: Tracking Leads 83
Chapter 7: Using Accounts 105
Chapter 8: Developing Contacts 113
Chapter 9: Tracking Opportunities 125
Chapter 10: Tracking Products and Price Books 139
Part 4: Providing Support with Service Cloud 155
Chapter 11: Tracking the Support Life Cycle with Cases 157
Chapter 12: Diversifying Your Support Channels 167
Part 5: Empowering Marketing to Generate Measurable Demand 177
Chapter 13: Creating Marketing Campaigns to Drive Demand 179
Chapter 14: Driving Sales Effectiveness with Salesforce Files and Content 193
Part 6: Mastering Basic Salesforce Administration 201
Chapter 15: Performing Common Configurations 203
Chapter 16: Automating Processes with Flows 229
Chapter 17: Migrating Existing Automation to Flow 249
Chapter 18: Diving Deeper into Standard Object Setup 257
Chapter 19: Building Custom Apps 271
Chapter 20: Accessing the Right Data with User Permissions 287
Part 7: Measuring Overall Business Performance 321
Chapter 22: Analyzing Data with Reports 323
Chapter 23: Seeing the Big Picture with Dashboards 343
Part 8: The Part of Tens 359
Chapter 24: Ten Ways to Drive More Productivity 361
Chapter 25: Ten Keys to a Successful Migration to Lightning 367
Index 377