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 opportunities

Opportunities are the main component of your sales pipeline. Within the sales cycle, once you convert a lead—as we saw in Chapter 3, Creating and Managing Leads—all of your interactions for the sale take place in the Opportunity section.

There are many components to opportunities that drive the overall sales cycle, from initially working the opportunity to forecasting future sales for the management of your sales. We will see how opportunities work by using a business use case.

Business use case

As a sales rep for XYZ Widgets, you have been corresponding with GenePoint, the account you created in Chapter 4, Business Development with Accounts and Contacts. Your conversations have been going well and the customer asks you to send a quote. You now have to create an opportunity, add products, and create and send a quote. After this, you will see the opportunity in your sales forecast for the month and will finally be able to close...