Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

What is Salesforce CRM?

Salesforce CRM involves all interactions with an organization’s constituents. This includes prospecting, the sales process, retention, marketing efforts, and customer service. Out-of-the-box CRM functionality is a core aspect of Salesforce that is provided when you sign up for the platform. There are various editions of the core CRM product, each providing different features and per-user price points:

  • Salesforce Essentials: A small-business CRM for up to 10 users
  • Salesforce Professional: A complete CRM for any size team
  • Salesforce Enterprise: A deeply customizable sales CRM for your business
  • Salesforce Unlimited: Unlimited CRM power and support

Salesforce uses the concept of different clouds to bring together specific features. For example, all of the core features of running a sales operation, such as lead and opportunity management, are included in Sales Cloud. Features such as advanced customer service, Cases...