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

Third-Party Applications and Salesforce Mobile

One of the core tenets of requirements gathering for a business is not re-inventing the wheel. This means that if someone has already built the functionality you are looking to implement, why not use it? In the Salesforce ecosystem, third-party applications serve this purpose. Third-party applications are created and published for installation on Salesforce AppExchange, and they can be free or paid for. Another hot topic for business requirements gathering is accessing Salesforce through your mobile phone or tablet.

In this chapter, we will cover the following topics in detail:

  • Using third-party applications
    • What are managed and unmanaged package applications?
    • Using Salesforce AppExchange
    • Installing third-party applications
    • Uninstalling third-party applications
  • Configuring Salesforce Mobile using the Mobile App Quickstart