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 record types

Record types are the last piece of the puzzle. It is important to note that record types are not always needed; this depends on your business process. Record types are used when you need to show different page layouts, apply different processes, and/or need to show different picklist values based on a business use case. In this example, we will create two record types for the Certification object in order to show the correct picklist values in the Certification custom field. The record types will be Admin and Developer, and the goal is to show the Admin Certifications for Admin and the Developer Certifications for Developer. Let's learn how to create these two record types and update the available picklist values.

First, navigate back to the Certification custom object, as shown in the following screenshot:

Click on Record Types (1) | New...