Salesforce

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 CRMSalesforce CloudsSalesforce CRM EditionsPlanning TransitionData MigrationInitial Setup Permission SetsProfilesUsersGroupsQueuesRolesOrganization-Wide Default Sharing SettingsData Sharing OverviewHealth CheckTips for Data ImportingUsing Salesforce ObjectsAppsLightening PagesPage LayoutsTabsFilesA Typical Salesforce Team's WorkflowReportsDashboards