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 campaign members

Campaign members are the leads and contacts that you reach out to be a part of your campaign. In our webinar example, this includes any leads or contacts you reach out to attend the webinar. Some members may respond and sign up for the webinar, while others may not. Out of the campaign members that respond, some may go on to make a purchase as a result of the webinar—these sales would be tied directly to the campaign and show the ROI of putting on the webinar. Let’s take a look at how to add leads and contacts to the campaign we created in the previous section.

Adding leads as campaign members

As you can see in the following screenshot, you first need to navigate to the Campaign Members section:

Figure 6.5: Option to add leads from the Campaign Members section

After navigating to the Campaign Members section, click on Add Leads.

In the following screenshot, you can see the Add Leads to Campaign page:

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

Figure 6...