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

Using the ADMINISTRATION section

Of the three sub-sections, we will first begin by understanding what ADMINISTRATION covers.

Under the Home tab, the first sub-section is the ADMINISTRATION section. This section allows you to make changes to three sub-sections within ADMINISTRATIONUsers, Data, and Email. The following screenshot shows you this section:

Now, let's look at these sub-sections in more detail.


The following screenshot shows you the Users section under the Home tab:

The Users section focuses on user permissions, user creation, and recording assignments. This is a section that is very heavily used by admins as this is where the initial set up of users and assigning their permissions happens....