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

Adding a certification to a contact

Now that we have created a custom object, created custom fields, created a page layout, and created record types, let's learn how to add a Certification to a Contact:

  1. Navigate to the Contacts tab (1), as shown in the following screenshot:

In the preceding screenshot, you can see that I navigated to the Brenda Mcclure contact (2) and scrolled down to the Certifications section. Click on New (3) to add a new certification.

  1. In the following screenshot, you can see the record type selection screen:
  1. Select the Admin record type (1) and click on Next (2).

In the following screenshot, you can see the Certification edit page:

As shown in the preceding screenshot, I have filled out the certification fields and clicked Save.

In the following screenshot, you can see the newly created certification:

As shown in the preceding screenshot, the...