Shuwa System Co., Ltd.
An introductory book that explains the basic knowledge and setting methods of the advanced CRM/SFA/MA platform that has been introduced by more than 150,000 companies around the world, “Illustrated Introduction: Introduction and Operation of the Latest Salesforce” has been published!
Get the big picture! Basic knowledge for sales team & information system
Shuwa System Co., Ltd. (Tokyo, Chairman and President Tomokazu Ueda) will publish a new book “Introduction to Illustrations: Introduction and Operation of the Latest Salesforce” on January 6, 2023 (E-book version will be published in December 2022. Pre-sale on the 29th of the month).
This document provides an overview, basic knowledge, and setting methods for the advanced CRM (customer management) / SFA (sales support) / MA (marketing automation) platform, Salesforce, which has been introduced by more than 150,000 companies worldwide. Experienced engineers will explain the know-how at the time of introduction. [Image
Explanation of CRM, SFA, MA solutions and setting methods that have been introduced by more than 150,000 companies worldwide!
Salesforce is an advanced CRM/SFA/MA that has been introduced to over 150,000 companies worldwide. Recently, Tableau, which can be analyzed with visualized data, and Slack, a communication tool, have joined Salesforce. Of course, since it can be linked with Salesforce, smoother analysis and communication are possible, and you can use the more advanced Salesforce.
This book is written for those who want to learn Salesforce for career advancement, and those who want to know what can be done before introducing Salesforce and how to set it up. There are many parts of Salesforce that are difficult to understand with just textual explanations, so we used a lot of actual screens and charts. Aiming to be an introductory book that you can always keep by the side of those who learn Salesforce, we avoided difficult expressions and technical terms as much as possible, and gave top priority to intuitively conveying the overview and wonderful parts of Salesforce.
By learning the overview of Salesforce and how to set it up in this book, and understanding the standard functions provided by Salesforce, you will be able to proceed smoothly when building objects and making various settings.
table of contents
Chapter 1 Features of Salesforce
Chapter 2 Salesforce product structure
Chapter 3 Object Types
Chapter 4 Salesforce Screen Layout
Chapter 5 Reports and Dashboards
Chapter 6. Communication within Salesforce
Chapter 7 How to Register Standard Objects
Chapter 8. Creating reports
Chapter 9. Creating Dashboards
Chapter 10. Creating custom objects
Chapter 11 Process Automation
Chapter 12. Customizing the interface
Chapter 13. First things to do in Salesforce implementation
Chapter 14. Extending with AppExchange
Chapter 15. Advance your career with Salesforce
Book Title Illustrated Introduction Easy-to-understand Latest Salesforce Implementation and Operation
Author Shin Hasegawa (Representative Director of KLever Inc. / Salesforce Certified Sales Cloud Consultant, Certified Pardot Specialist, Certified Platform Developer, Certified Service Cloud Consultant, etc.)
Regular price 2,420 yen (tax included)
Release date: January 6, 2023 (e-book version will be released on December 29, 2022)
Rakuten Books https://books.rakuten.co.jp/rb/16528246/
■ The author’s YouTube channel (Salesforce beginners course) https://www.youtube.com/@salesforcebeginner
Details about this release:
Shuwa System Co., Ltd.