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

Setting evaluation and rule criteria

The evaluation criteria determine how the rule is to be evaluated in order for it to be triggered. The rule criteria determine the change in the data that will cause the rule to be triggered. Let's look at this in detail.

We navigate to the Workflow Rules page, as shown in the following screenshot (which we learned about in the Creating workflow rules section):

As you can see in the preceding screenshot, there are several sections included on this page:

  1. In section (1), we enter Rule Name and Description based on the business use case.
  2. In section (2), we set the evaluation criteria, from the following three options:
    • created: This means the rule is evaluated anytime, and only when, a record is created.
    • created, and every time it's edited: This means the rule is evaluated anytime a record is created and anytime the record is edited...