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

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Navigating to the Setup page

Setup is the key to the administrator kingdom. Once you have access to this page, you can look under the hood of your system and make the changes needed to help drive business processes. Let’s take a look at how to get to this page.

We start off on the home page of Salesforce, as shown:

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Figure 9.1: Finding the Setup page from the gear icon at the top-right of the screen

Click on the gear icon at the top of the page (1) and then click on Setup (2).

The following screenshots show the landing page after clicking on Setup:

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Figure 9.2: Setup landing page with highlighted sections

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Figure 9.3: Setup landing page continued

As you can see in the preceding screenshots, there are several areas of interest:

  • The Home tab (1) contains all of the settings related to administration outside of the Object Manager tab.
  • The Object Manager tab (2) contains all of the administration options related to standard...