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

Creating lead assignment rules

Lead assignment rules are a great tool for assigning lead records automatically. Knowing the capabilities of lead assignment rules will lead to fewer clicks for your users and quicker business process execution when working with leads. Lead assignment rules are created in the Setup section of Salesforce. Let’s learn how to create a lead assignment rule.

Business use case

You are the Salesforce admin for XYZ Widgets. The sales manager has a use case where any new lead created in Salesforce needs to be assigned to a specific user based on the State/Province field of the lead. Leads with a state/province of New York will be assigned to one user, while leads with a state/province of New Jersey will be assigned to another. Let’s learn how to build this.

Lead assignment rules in action

To create a lead assignment rule, we need to perform a few steps:

  1. Navigate to the Setup page | the Home tab | Feature Settings | Lead...