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

Summary

In this chapter, we covered how to create campaigns and what the important input fields are on campaign records to increase our visibility of the market. We discovered that both leads and contacts can be added to campaigns, as well as how to add a lead and contact to a campaign.

We went through how to view the campaign history of both leads and contacts and we now know what a campaign hierarchy is and how to add a campaign to a hierarchy.

Finally, we explained how third-party apps can be used to automate campaign responses, cutting out manual work that could be inefficient and unreliable due to human error. We also now know where to find third-party apps on AppExchange to automatically find out when a member signs up.

Now that we have covered sales and marketing, we will look at how Salesforce handles customer service through cases in the next chapter!