Salesforce For Dummies

Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com!

Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company’s sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. 

Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world’s most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support.

• Customize the new user interface with apps, widgets, and tools
• Prospect leads, drive sales, and provide outstanding customer service
• Manage contacts, identify opportunities, and analyze your results
• Collaborate with colleagues using Chatter

Table of Contents

Part 1 Introducing Salesforce

Part 2 Understanding Salesforce Features

Part 3 Closing More Deals with Sales Cloud

Part 4 Providing Support with Service Cloud

Part 5 Empowering Marketing to Generate Measurable Demand

Part 6 Mastering Basic Salesforce Administration

Part 7 Measuring Overall Business Performance

Part 8 The Part of Tens

About the Authors

Liz Kao has been a member of the Professional Services team as well as an independent Salesforce consultant. She has implemented CRM solutions for companies both large and small.

Jon Paz is a Salesforce consultant and former editor. He has delivered world-class solutions to an assortment of perplexing business challenges for his enterprise clients.