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)
1
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
10
Section 2: Salesforce Administration
16
Section 3: Automating Business Processes Using Salesforce

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:

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

The following screenshot shows the landing page after clicking on Setup:

As you can see in the preceding screenshot, there are several items that are 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 and custom objects.
  • ADMINISTRATION (3) is a sub-section of the Home tab.
  • PLATFORM TOOLS (4) is a sub-section of the Home tab...