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

Lead settings and lead processes

In this section, we will cover some of the configuration options for leads.

Using the lead settings

The lead settings allow you to configure some options for your leads and convert leads into opportunities. Let's take a look at these options.

First, we will navigate to Home (see label 1 in the following screenshot) | Marketing (see label 2 in the following screenshot) | Lead Settings (see label 3 in the following screenshot) from the Setup page, as shown:

This brings us to the following screen:

The preceding screenshot shows you the three sections that contain the lead settings options:

  1. Lead Queue Settings has the following two options:
    • Default Lead Owner: This is the user that owns all the new leads created through the web-to-lead feature and that are not assigned to another user based on criteria.
    • Notify Default Lead Owner: This sends an email to the default lead owner when a lead is assigned to them.
  2. Lead Conversion Settings has the following...