Salesforce For Dummies, 7th Edition

Introduction

Salesforce.com For Dummies, 7th Edition, is for users of Salesforce, including those users who have the Unlimited, Enterprise, or Professional Edition. It’s for Salesforce users who want to quickly know how to use this web-based application in its new user interface, the Lightning Experience. As a web-based application, Salesforce runs “in the cloud” — also known as software-as-a-service (SaaS) — for sales, marketing, and customer service.

About This Book

Don’t use this book to find out how Salesforce works. Use this book to find out how you can manage your customers and your teams and close more business transactions by using Salesforce:

• If you’re a sales rep, this book shows you how to navigate Salesforce to manage your leads, accounts, contacts, and opportunities. Spend less time doing administrative work and more time focused on making money.
• If you’re a sales manager, this book shows you how to use Salesforce to track team activities and pipeline, shorten the ramp-up time on new hires, and pinpoint key deals that require your involvement.
• If you’re in marketing, this book shows you how to use Salesforce to make an immediate and measurable impact on your sales organization. We cover how to manage campaigns and track leads to fill your funnel.
• If you’re in customer service, this book shows you how to manage customer issues, from creation to resolution. Support managers will see how to improve agent productivity and customer self-sufficiency.
• If you sit on ...