Increase customers and their satisfaction while growing your business with the world’s #1 customer relationship management (CRM) software. This 6 page digital 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 digital 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
