Price: $18.49
(as of Dec 03,2024 22:56:50 UTC – Details)

ASIN ‏ : ‎ B0BVDK3DT4
Publication date ‏ : ‎ February 9, 2023
Language ‏ : ‎ English
File size ‏ : ‎ 591 KB
Text-to-Speech ‏ : ‎ Enabled
Screen Reader ‏ : ‎ Supported
Enhanced typesetting ‏ : ‎ Enabled
X-Ray ‏ : ‎ Not Enabled
Word Wise ‏ : ‎ Enabled
Print length ‏ : ‎ 40 pages
Page numbers source ISBN ‏ : ‎ B0BVD383JQ

Are you new to Salesforce and feeling overwhelmed by all its features and functionalities? Don’t worry, we’ve got you covered! In this post, we will break down the basics of Salesforce for beginners.

Salesforce is a cloud-based customer relationship management (CRM) platform that helps organizations manage their sales, marketing, customer service, and more. It is widely used by businesses of all sizes to streamline their processes and improve their customer relationships.

Here are some key concepts to understand as a beginner in Salesforce:

1. Objects: In Salesforce, data is stored in objects, which are like database tables. Standard objects include Accounts, Contacts, Opportunities, and Leads, while custom objects can be created to store specific types of data.

2. Fields: Each object contains fields, which are like columns in a database table. Fields store specific pieces of information, such as a customer’s name, email address, or phone number.

3. Records: A record is a complete set of information stored in an object. For example, a contact record may include the contact’s name, email, phone number, and address.

4. Workflows: Workflows are automated processes that trigger actions in Salesforce based on certain criteria. For example, you can create a workflow that sends an email to a customer when their order is shipped.

5. Reports and Dashboards: Salesforce allows you to create reports and dashboards to visualize your data and track key metrics. Reports show detailed data in a tabular format, while dashboards display data in charts and graphs.

These are just a few of the basic concepts you’ll need to understand to get started with Salesforce. As you continue to explore the platform, you’ll discover more advanced features and functionalities that can help you make the most of Salesforce for your business.

Stay tuned for more Salesforce tips and tricks for beginners!
#Salesforce #Beginners