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 PLATFORM TOOLS section

The PLATFORM TOOLS section deals with the configuration and development features of the Salesforce application. This section of the chapter teaches you where you need to go to create and manage metadata in Salesforce. You will also learn where to access workflow automation tools. The PLATFORM TOOLS section is heavily used when customizing your Salesforce instance.

The following screenshot shows you how to access this section on the Setup page:

Let's take a look at what the sections highlighted in the preceding screenshot contain.


Apps provide a set of functionality grouped together. Some of the use cases of this section for an admin include creating an app for a specific division...