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

Understanding the Workflow Rules

Business process automation is one of the most important aspects of being a Salesforce system administrator. Taking manual processes and creating automation around those processes saves time and leads to better efficiency all around for your organization. The first type of automation tool we will cover from this chapter onward is workflow rules. Workflow rules allow you to create workflow actions based on a triggering event such as a field update. Workflow actions can be field updates, sending emails, creating tasks, or creating outbound messages.

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

  • Creating workflow rules
  • Setting evaluation and rule criteria
  • Creating immediate workflow actions
  • Creating time-dependent workflow actions

With the help of these topics, you will be able to understand the business use case for creating workflow...