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

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Customizing personal settings

To round out our general overview, let’s take a look at some personal settings:

  1. To access your personal settings options, click on the profile picture in the upper-right corner of your screen, then click on Settings:
    Graphical user interface, text, application  Description automatically generated

    Figure 1.14: Finding Settings in the profile pane

    On this page, you will see all of your options under a set of categories on the left-hand side:

    Graphical user interface, application  Description automatically generated

    Figure 1.15: Categories on the Settings page

  1. Under each one of these categories, you will find some personal customization options. Under My Personal Information, you have the option to add the following information:
    Graphical user interface, application  Description automatically generated

    Figure 1.16: Expanding the My Personal Information category in Settings

    Below, we will go through the personal information options outlined in the above screenshot:

    • Advanced User Details: This page contains the fields on your user record that you can edit.
    • Approver...