Book Image

Salesforce for Beginners

By : Sharif Shaalan
Book Image

Salesforce for Beginners

By: Sharif Shaalan

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. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, 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'll have learned how to use Salesforce effectively to achieve your business goals.
Table of Contents (23 chapters)
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
Section 2: Salesforce Administration
Section 3: Automating Business Processes Using Salesforce

Setup and Configuration

Now that we have gone through the basic Salesforce objects and how they are used in the context of businesses, we will turn to Salesforce administration for this part of the book. Salesforce administration has endless possibilities and we would need a complete book in its own right to cover them all. For our purposes, we will focus on how to navigate the most crucial sections you will use overall and on a day-to-day basis as an admin. Some of these features will be covered in further detail in later chapters of this book. This chapter is best used as a reference for all the setup and configuration items. It will help you when going through future chapters in this book, as well as in future admin work within your organization.

In this chapter, we will cover the following topics:

  • Navigating to the Setup page
  • Delving into the ADMINISTRATION section under...