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Teach Yourself VISUALLY Salesforce.com, 2nd Edition by Justin Davis, Kristine Curington, Dan Streetman

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CHAPTER 2

Using the Sales Cloud

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The Salesforce Sales Cloud provides complete support for sales and marketing professionals. Campaign, lead, and opportunity management records create a foundation for selling and marketing products and services. These Salesforce automation tools track and provide insight into converted leads, show visibility into the opportunity pipeline, and report your organization’s marketing return on investment.

Create a New Lead

Convert a Lead

Create a New Account

Create a New Contact

Create a List View

Create an Email Template

Send a Single Email

Send a Mass Email

Create a New Opportunity

Create Products

Create Activities ...

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