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 workflow rules

Workflow rules are a great way to execute business logic automatically. Knowing the capabilities of workflows will help you come up with efficient solutions for your users that lead to fewer clicks and cleaner data. Let's take a look at how this is done.

Business use case

You are the Salesforce admin for XYZ Widgets. The sales manager has a use case where, when a sale is closed, a few things are done manually by the sales rep:

  1. Delivery Installation Status is set to In progress.
  2. A schedule installation task is created and assigned to an onboarding rep.
  3. An email is sent to the sales manager.
  4. A task is created for the sales rep to follow up 30 days after the sale closes.

As you analyze the requirements...