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

Role hierarchy

Every user record in Salesforce has the option to be added to a role. That role is part of an overall hierarchy. The most common use case is when someone higher in the role hierarchy inherits the permissions to objects of users that are below them. For example, the sales manager role inherits the permissions of someone in the sales rep role as the manager comes above the sales rep in the hierarchy.

A business use case

As the Salesforce admin for XYZ Widgets, you need to limit the visibility of accounts to account owners and their managers. The previous step of setting up the org-wide default settings for accounts to private assures you that only the account owners can see the accounts they own. Setting up a...