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

Summary

Setup is where much of the admin work happens. We took a look at the high-level functions of the sections on this page, some of which will be covered in more detail in later chapters. In this chapter, we learned that there are two tabs on the Setup page—Home and Object Manager. Under the Home tab, we learned that there are three main sections—ADMINISTRATION, PLATFORM TOOLS, and SETTINGS. We looked at the settings under these three sections and learned, to a high level, what each one does. We also learned that under the Object Manager section, we can access various settings that help admins configure metadata and customize the application to meet the business needs.

In the next chapter, we will take a deep dive into sharing and visibility!