Table of Contents
What is a CRM program like Salesforce?
With a customer relationship management (CRM) program like Salesforce, you’ll have the tools necessary to encourage and maintain customer loyalty, and this could lead to increased profits. Throughout this course, you’ll master how to use this in-demand software to reduce costs and increase profitability every day.
Why learn Salesforce customer service?
You’ll master how to use SalesForce to improve your company’s customer service, whether you operate a service-based or product-based business. By learning the ins and outs of this valuable customer relationship management program, your sales and service teams will be at the top of their game.
What topics are covered in a Salesforce certification course?
Topics covered include planning and tracking activities, collaborating with coworkers, and managing leads. You’ll also learn how to effectively track sales opportunities, run reports and create dashboards, and connect SalesForce to your social networks.
How do I get help with Salesforce security questions?
Bring your questions to an Ask the Expert webinar, search sessions and register here, and check out other great events where you can connect with a Salesforce expert. 2. Update your user settings to incorporate profiles, permission sets, roles, and data security.
Requirements
Best when viewed using Google Chrome, also works with other Internet browsers.
Description
This course will teach you how to create a customer-focused business that will keep customers satisfied and coming back for more.
Instructor
Founded in 1807, Wiley, In has long been a valued source of information and understanding for more than 200 years, helping people around the world meet their needs and fulfill their aspirations.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.