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 and Managing Leads

Leads are the first step of the sales and marketing cycle—they keep opportunities flowing into your sales funnel. Leads are prospects or people that may be interested in your product or service. The goal of working with them is to move them through the sales cycle and assess them as either unqualified or qualified for workable opportunities. Understanding how leads work is beneficial as it familiarizes you with how a lead starts off the sales cycle and how to move from a lead to the next step in the sales cycle.

The following topics are covered in this chapter:

  • What are leads and what are they used for?
  • What is lead status and how is it used in the sales cycle?
  • What is lead conversion and what happens when you convert a lead?
  • What is Web-to-Lead and how is this feature used?
  • What are lead auto-response rules and how do you set them up?
  • Lead settings and lead processes

In this chapter, we will...