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

Summary

In this chapter, we learned what a lead is and how it is used to start the sales cycle. We understood what the Lead Status field is used for and how the values drive the process. We also understood how to convert a lead into an opportunity and that we can convert a lead when we think there is further potential for a sale. We saw the use case for web-to-lead and how to generate web-to-lead code in order to capture leads online, as well as setting up auto-response rules for these leads. Finally, we learned about the lead settings and lead processes, as well as how these configuration options can help us optimize the use of leads. These skills will help you organize and work your leads, as well as convert them into opportunities to continue the sales cycle. Understanding this process will result in efficiently working leads, which leads to more sales!

In the next chapter, we will look at accounts and contacts and why these objects are used in Salesforce in more detail.