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Salesforce Leads, Contacts & Accounts for Beginners

Salesforce Leads, Contacts & Accounts for Beginners: The quick and simple way to track your leads, contacts, vendors, customers and partners in Salesforce (Getting Started with Salesforce Book 1) by David Giller
English | May 22, 2015 | ASIN: B00XTA4WW0 | 131 Pages | EPUB/AZW3 | 1.46 MB/1.82 MB

- Do you have difficulty distinguishing between a Lead and a Contact in Salesforce?
- Are you struggling to find the customers and prospects that need the most attention?
- Do you wish you knew how to mass import your contact list into Salesforce?
- Dont you wish you knew how to merge duplicate records in Salesforce?

If you answered YES to any of these questions - this book is for you!

In this book you will learn how to:
- import your leads, prospects, customers, competitors, vendors into Salesforce
- assign individual and company entries to particular members of your team
- find Salesforce leads, contacts and account with minimal clicks
- edit and update your Salesforce records
- clone and delete Salesforce leads, contacts and accounts
- eliminate duplicate records using Salesforce merge functionality
- create List Views to easily find those Salesforce records that require the most attention

Trademark Acknowledgements
Brainiate, the Brainiate logo are trademarks or registered trademarks of Brainiate, LLC and/or its affiliates. is a registered trademark of, Inc. in the United States and/or other countries. All other trademarks are the property of their respective owners. Brainiate, LLC is not associated with any product or vendor mentioned in this book.

About the Author
David Giller is the Founder and CEO of Brainiate, helping companies unleash the power of Salesforce to streamline, simplify and automate business processes. David is an attorney, Six Sigma Green Belt, a Certified Salesforce Administrator was previously on the Salesforce team at GE Capital. At GE Capital, David managed Salesforce related customizations, integrations, third party applications and training across Sales and Marketing including lead and contact management, pipeline reporting, marketing automation, campaign management, NPS surveys and more.

David currently coaches both small and enterprise sized organizations how to streamline their business processes & introduce efficiencies by eliminating redundant, time consuming steps on the Salesforce platform.

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Tags: Salesforce, Contacts, Accounts, Beginners

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