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

Creating quotes

Quotes are an integral part of the sales process and allow you to send pricing details to your clients. You can create multiple quotes as you work to close a deal. In this section we will see how to create quotes.

The following screenshot shows you how to create a quote from an opportunity:

Figure 5.18: Option for creating a quote from the Quotes section of the opportunity page

Navigate to the Quotes section of the Opportunity and click on New Quote. The following screenshot shows the quote creation page:

Figure 5.19: Fields found on the New Quote page

Then, fill in the Expiration Date field for the quote and set Status to Approved so that the quote can be used.

The following screenshot shows you how to generate a PDF of the quote by choosing Create PDF from the drop-down menu. Creating a PDF of the quote makes it easy to share the quote with a client:

Figure 5.20: Option to create a quote PDF from the top-right drop-down menu

The following screenshot shows you how...