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 Object Manager settings

The Object Manager section allows you to manage settings related to standard and custom objects. You can see all of the listed objects in the following screenshot:

As you can see in the preceding screenshot, both standard and custom objects are included.

In the following screenshot, you can see the options available when clicking on one of these objects:

There are 12 sections that relate to our example, the standard Account object. Let's take a look at the options here:

  • Details: This section shows you the details of the selected object, such as its name, the API name, and the labels.
  • Fields & Relationships: This section allows you to create new fields, including relationship fields to other objects.
  • Page Layouts: This section allows you to edit the core page layouts available for this object. This layout shows up in the Details section...