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

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
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...