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

Index

A

access

modifying, with permission sets 228-232

accounts 69

business use case 70

creating 70-75

working 70

Active Directory (AD) 207

activities 23

call log 28

navigating 24

Task List View 31

tasks 25

tasks, viewing 32

ADMINISTRATION section

Data 190, 191

Email 192, 194

exploring 186, 187

Users 188, 189

Apex sharing 236

AppExchange 134

URL 134

App Launcher 7

app page 294

approval process 404

actions, adding 408-413

approval steps, viewing 408-413

approver selection, adding 406-408

business use case 404

business use case, testing 415-421

creating 404, 405

email approvals, enabling 414, 415

entry criteria, adding 406-408

approver selection, approval

adding 406-408

Apps, PLATFORM TOOLS section

settings 195

assignment rules 423

performing 437-441

auto-response rules

setting up 56-60

C

calendar entries

creating...