Salesforce For Dummies, 8th Edition

Introduction

Salesforce For Dummies, 8th Edition, is for users of Salesforce, regardless of which edition you own. This book is for Salesforce users who want to quickly know how to use this web-based application in its most current 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 your sales team’s activities and their sales pipeline (all deals and their progression in the sales lifecycle), 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 ...