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

Creating custom fields

Now that we have created our custom Certification object, the next step is to create the fields that will capture information on these objects. The first and most important field to create will be the relationship field so that we can connect Certifications to Contacts.

By going to the Setup > Object Manager tab, you can see how we begin the process of creating this field:

As shown in the preceding screenshot, there are four fields that were automatically created when the object was created (1). These are Certification Number, Created By, Last Modified By, and Owner. To create a new field, click on New (2).

The following screenshot shows the New Custom Field page. Notice the description of each field type as you create the necessary fields:

As shown in the preceding screenshot, there are two types of internal relationships (1):

  • You can choose a Lookup...