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

Driving the Sales Cycle with Opportunities

Opportunities are the foundation of sales and drive growth for any business. Working on an opportunity involves moving from one stage to the next as you get closer to closing a deal. This is referred to as a pipeline or funnel in some organizations, because you usually have more opportunities in the earlier stages of a deal—the top of the funnel—and fewer opportunities in the later stages—the bottom of the funnel. Each stage is tied to a percentage likelihood of closing the opportunity. These percentages tie into the forecasting of future sales.

The following topics are discussed in this chapter:

  • Introducing opportunities
  • Understanding opportunity stages
  • Adding contact roles for opportunities
  • Organizing products and price books
  • Creating quotes
  • Determining forecasts

With the help of these topics, you will be able to develop the required skills to create an opportunity...