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

Adding contact roles for opportunities

Contact roles refer to people you communicate with to close a specific deal. You could have one or more contact roles, depending on the opportunity. First, let’s look at how to add new contact roles that may not be on the default list. To do this, navigate to the setup and configuration section of Salesforce:

Graphical user interface, text, application, email  Description automatically generated

Figure 5.9: Navigating to the button to create a contact role for an opportunity

As you can see in the preceding screenshot, there are several steps to follow if you want to add or edit the roles that come up when adding a contact role:

  1. Go to Home (1) | Feature Settings (2) | Sales (3) | Contact Roles on Opportunities (4).
  2. On this page, click on New (5) to add a new contact role or edit any existing roles.

Now that we have seen how to add roles as needed, let’s add an actual role:

  1. Navigate to the Contact Roles section of the opportunity to add a contact role, as in the following...