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 reports to understand data

Reports help you analyze data and come up with Key Performance Indicators (KPIs) that help drive business decisions. Reports can be created and run on any of the objects that we’ve covered. Reports can also be created and run for custom objects (we will cover custom objects in Chapter 13, Using Data Modeling to Configure Objects for Your Business

Business use case

You are a Salesforce Admin for XYZ Widgets. Your users have asked for a report that shows how many contacts are associated with each business account, as well as a dashboard to show this. This information will help users make sure there is at least one primary contact associated with each account. Let’s see how we can go about this.

Creating a report

Let’s take a look at how to create a report in Salesforce:

  1. On the Salesforce home page, click on the Reports tab (1)to start the process and click on New Report (2):
Graphical user interface, application, Word  Description automatically generated

Figure 8.1...