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Salesforce For Dummies, 8th Edition
book

Salesforce For Dummies, 8th Edition

by Liz Kao, Jon Paz
May 2024
Intermediate to advanced content levelIntermediate to advanced
416 pages
10h 1m
English
For Dummies
Content preview from Salesforce For Dummies, 8th Edition

Chapter 5

Working in Salesforce

IN THIS CHAPTER

Bullet Understanding common Salesforce record behaviors

Bullet Efficiently detailing the record page

Bullet Logging your work

Bullet Emailing in Salesforce

Bullet Finding help and setup options

In Salesforce, there are common ways that records behave, and there are common things you can do when you’re working on a specific record. Even if different companies use Salesforce for very different business processes, there’s still a fundamental commonality of creating a new record and tracking something someone did, in order to gain the benefit of collaboration and using Salesforce.

By managing activities in Salesforce, for example, you can better coordinate with your team, quickly assess what’s going on in your accounts, and focus on the next steps to close deals or solve issues.

In this chapter, you find out how to create records, manage your activities, and send emails from within Salesforce. Finally, we cover where you can go for help.

Managing Records

By using the drop-down ...

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Publisher Resources

ISBN: 9781394231669Purchase Link