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Salesforce For Dummies (For Dummies (Business & Personal Finance)) 7th Edition

by Liz Kao (Author), Jon Paz (Author)
4.3 4.3 out of 5 stars 274 ratings
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Salesforce For Dummies (For Dummies: Learning Made Easy)
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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

More than 150,000 companies worldwide use Salesforce.com as their CRM solution―if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.

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Previous page
  1. ISBN-10
    1119576326
  2. ISBN-13
    978-1119576327
  3. Edition
    7th
  4. Publisher
    For Dummies
  5. Publication date
    December 12, 2019
  6. Language
    English
  7. Dimensions
    7.4 x 1.2 x 9.2 inches
  8. Print length
    416 pages
  9. See all details
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Editorial Reviews

From the Inside Flap

  • Manage sales, marketing, and customer service
  • Use pipeline tools to predict sales performance and more
  • Organize leads and contacts to track relevant interactions

Manage customer relationships like a pro

Salesforce is the leading CRM tool for more than 150,000 companies worldwide. Whether you're in sales, marketing, customer service, or on the executive team, this easy-to-follow guide will get you up to speed on the latest updates and best practices. It shows you how to customize Salesforce for your business using the apps, widgets, and tools; organize your contacts; track activities; predict upcoming sales with state-of-the-art pipelining tools; collaborate with colleagues; boost online marketing; close deals faster; and much more.

Inside...

  • Navigate the Lightning Experience
  • Configure Salesforce for mobile
  • Manage records and tasks
  • Collaborate with Chatter
  • Develop contacts & track leads
  • Enhance customer support
  • Analyze and manage sales data

From the Back Cover

  • Manage sales, marketing, and customer service
  • Use pipeline tools to predict sales performance and more
  • Organize leads and contacts to track relevant interactions

Manage customer relationships like a pro

Salesforce is the leading CRM tool for more than 150,000 companies worldwide. Whether you're in sales, marketing, customer service, or on the executive team, this easy-to-follow guide will get you up to speed on the latest updates and best practices. It shows you how to customize Salesforce for your business using the apps, widgets, and tools; organize your contacts; track activities; predict upcoming sales with state-of-the-art pipelining tools; collaborate with colleagues; boost online marketing; close deals faster; and much more.

Inside...

  • Navigate the Lightning Experience
  • Configure Salesforce for mobile
  • Manage records and tasks
  • Collaborate with Chatter
  • Develop contacts & track leads
  • Enhance customer support
  • Analyze and manage sales data

Product details

  • Publisher ‏ : ‎ For Dummies; 7th edition (December 12, 2019)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 416 pages
  • ISBN-10 ‏ : ‎ 1119576326
  • ISBN-13 ‏ : ‎ 978-1119576327
  • Item Weight ‏ : ‎ 1.3 pounds
  • Dimensions ‏ : ‎ 7.4 x 1.2 x 9.2 inches
  • Customer Reviews:
    4.3 4.3 out of 5 stars 274 ratings

About the author

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Liz Kao

Liz Kao

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Customer reviews

4.3 out of 5 stars
4.3 out of 5
274 global ratings

Top reviews from the United States

Kathy Rasmussen
5.0 out of 5 stars As expected
Reviewed in the United States on May 29, 2022
Verified Purchase
I’m a fan of the “for dummies” books - and this one is as good as the rest!
3 people found this helpful
Helpful
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Collin Dayley
5.0 out of 5 stars Great tool for sales professionals!
Reviewed in the United States on February 3, 2020
Verified Purchase
Great tool to keep for reference while learning and working out of SFDC. Does a great job covering the basics as well as diving deeper into the more functional backend parts of salesforce.
4 people found this helpful
Helpful
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Katharine F.
5.0 out of 5 stars Great resource when you’re in a pinch!
Reviewed in the United States on January 10, 2020
Verified Purchase
Excellent considering there aren’t a ton of resources available for SalesForce users that aren’t controlled by SaleForce. It’s a great reference.
4 people found this helpful
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Top reviews from other countries

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Sam
4.0 out of 5 stars Useful as a Reference Book on Salesforce. Not That Easy to Follow Though.
Reviewed in the United Kingdom on June 7, 2023
Verified Purchase
I like this book as a reference guide only for Salesforce. It could be better written especially as it is meant for dummies (I am not a dummy by the way). I did find a few mistakes like, for example, some of the illustrations were not matching up to the descriptions on the page. Salesforce is changing all the time so you will find things out of date too. Salesforce Users and Salesforce Administrators will like this book for little pointers here and there but that's about it. I think there are better books out there for Salesforce Beginners but this book is still worth buying to add your Salesforce library collection. Just bear in mind that it has some limitations, so manage your expectations before you buy/read it.
One person found this helpful
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Amazon Customer
2.0 out of 5 stars Details - How To ?
Reviewed in Canada on September 12, 2020
Verified Purchase
was a sales pitch for the software company -- strong on concepts of how wonderful -- bit short on details
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Okashiito
1.0 out of 5 stars Überflüssig
Reviewed in Germany on April 15, 2020
Verified Purchase
Die wichtigsten Informationen fehlen, daher wieder zurück. Die Anleitungen im Internet reichen vollkommen aus.
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