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

Setting up auto-response rules

Now that we have set up the web-to-lead, an important function to support the submission of a form is auto-response rules. Auto-response rules allow you to automate the email that a user receives when a lead is submitted via a web-to-lead form based on specific criteria on the lead record, such as the lead source. Let's see how auto-response rules are created:

  1. First, navigate to the Home tab of the Setup page (see label 1 in the following screenshot):

  2. From here, we move to Marketing (see label 2 in the preceding screenshot), then click on Lead Auto-Response Rules (see label 3 in the preceding screenshot). The following screenshot shows the auto-response rules creation page:

  3. On the Auto-Response screen, click on New, which leads you to the following screen:

  4. We then move to the Active checkbox (see label 1 in the preceding screenshot), enter the rule name (see label 2 in the preceding screenshot), and click on Save (see label 3 in the preceding...