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

Understanding how accounts work

Accounts are the organizations you have saved in Salesforce. These can be customers, partners, vendors, or any other company you would want to keep track of in your system.

Business use case

You are a sales rep for XYZ Widgets. There is a customer in a legacy system that you wish to add to Salesforce. Since this customer is not a new lead, you have to enter the customer directly as an account. Let’s see how this is done.

Creating an account

In this section, we will focus on accounts as customers or potential customers. There are two ways of creating accounts:

  • Creating an account by converting a lead
  • Creating an account by navigating to the Accounts tab

We covered creating an account by converting a lead in Chapter 3, Creating and Managing Leads. Let’s now see how we can create an account by navigating to the Accounts tab, as well as what is contained in an account record. The following screenshot...