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

Configuring Objects for Your Business

One of the core features of using Salesforce is declarative development, also known as clicks, not code. This feature allows admins to build on the platform without actually having to write code. Admins have the ability to build custom objects to hold the necessary data and configure these custom objects for the business use case. By adding fields and different layouts to the objects, admins give end users the ability to easily interact with the objects as required for their day-to-day work.

In this chapter, we will cover the following topics in detail:

  • Creating custom objects
  • Creating custom fields
  • Creating and using page layouts
  • Creating and using record types
  • Adding a certification to a contact

With the help of these topics, you will be able to understand the use case for creating a custom object, as well as how to configure custom objects...