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

Creating custom objects

As we discussed in the first section of this book, there are several standard objects, such as Accounts, Contacts, Opportunities, Leads, and Cases, all of which are part of the foundations for customer relationship management and sales.

Outside these core objects, there may be other use cases where you'll need to create new custom objects to handle a business use case. Objects, also known as database tables, allow you to build the infrastructure needed to store this information. Objects are similar to spreadsheets, where the object is the tab, the columns are the fields, and the rows are the actual data that's created and inserted into these objects. Let's take a look at a business use case where you may need to create a custom object.

Business...