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 and using page layouts

Page layouts are the user interfaces where we interact with the object and fields that we created. When looking at page layouts, there are two types to consider. The first is the Lightning page layout, which is used for configuring the layout for a record in the Lightning experience and includes many usability options. We will add some resources for the Lightning page layout at the end of this chapter. The second is the page layout related to the actual object. This is the page layout we will look at in this section. It maps directly to the Details section of a Lightning page's layout.

Page layouts are used to display the fields related to objects and allow you to enter data into those fields. This gives admins the flexibility to show different page layouts to different users based on profiles and/or record types. We will cover record types...