Salesforce: A Quickstudy Laminated Reference Guide

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Salesforce: A Quickstudy Laminated...

Salesforce: A Quickstudy Laminated Reference Guide

Name: Salesforce: A Quickstudy Laminated Reference Guide
ISBN: 9781423238782

Christopher Matthew Spencer

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Increase customers and their satisfaction while growing your business with the world’s #1 customer relationship management (CRM) software. This 6 page laminated guide breaks down options for data and resource transition, data migration and essential tools and their function. Written by our sales and Salesforce guru and Lynda.com author Christopher Matthew Spencer, this well rounded primer to this powerful tool will show you the ropes and get you up and running with a proven roadmap to customer satisfaction and success.
6 page laminated guide includes:

Intro to Salesforce CRM
Salesforce Clouds
Salesforce CRM Editions
Planning Transition
Data Migration
Initial Setup
- Permission Sets
- Profiles
- Users
- Groups
- Queues
- Roles
- Organization-Wide Default Sharing Settings
- Data Sharing Overview
- Health Check
Tips for Data Importing
Using Salesforce
- Objects
- Apps
- Lightening Pages
- Page Layouts
- Tabs
- Files
A Typical Salesforce Team’s Workflow
Reports
Dashboards