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

In this chapter, we learned that the foundation of sharing and visibility is the org-wide setting. If anything needs to be restricted, you need to first remove all access by making the object private, then open up access as needed using various security features.

We learned what roles are and how they are used to grant access to records. We learned how to add ownership-based and criteria-based sharing rules to grant access to records. We saw what the account and sales teams are and how to add them to accounts and opportunities. We learned how to further grant record access using profiles and permission sets.

In the following chapter, we will cover sandboxes and change sets for project management.