更新时间：2021-06-24 16:17:06
封面
Title Page
Copyright and Credits
Salesforce for Beginners
Dedication
About Packt
Why subscribe?
Contributors
About the author
About the reviewer
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Code in Action
Download the color images
Conventions used
Get in touch
Reviews
Section 1: Salesforce for Sales Marketing and Customer Relationship Management
Getting Started with Salesforce and CRM
What is CRM?
Classic versus Lightning
Login and navigation
App Launcher
Search
List views
Salesforce Chatter
Personal settings
Summary
Questions
Further reading
Understanding Salesforce Activities
Technical requirements
Navigating to activities
Tasks
Business use case
Creating tasks
Logging a call
Task List View
Viewing tasks on the home page
Creating events and calendar entries
Understanding Events
Creating an event
Salesforce calendar
Sending emails and email integration options
Sending an email
Using Gmail integration options
Using Outlook integration options
Creating and Managing Leads
Understanding leads
A business use case
Creating leads
Exploring the Lead Status field
Understanding how lead conversion takes place
Working on forms with web-to-lead
Setting up auto-response rules
Lead settings and lead processes
Using the lead settings
Using lead processes
Business Development with Accounts and Contacts
Understanding how accounts work
Creating an account
Moving toward creating contacts
Creating a contact
Understanding relationships
Enabling relationships
Adding relationships
Removing relationships
Using Opportunities Effectively
Using opportunities
Creating an opportunity
Using the opportunity stages and the sales path
Understanding contact roles
Using products and price books
Using quotes
Using forecasting
