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)
1
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
10
Section 2: Salesforce Administration
16
Section 3: Automating Business Processes Using Salesforce

Creating time-dependent workflow actions

Time-dependent workflow actions are the same four types as immediate workflow actions. The difference is time-dependent workflow actions use a defined time trigger to execute in the future. Let's take a look at how this works.

In the following screenshot, you can see that we scrolled down to the Time-Dependent Workflow Actions section of the screen:

Click on Add Time Trigger (1).

The following screenshot shows how to set the time trigger for this workflow action:

Here, we are setting this time trigger to 30 Days After the Rule Trigger Date (1), which is the date that the opportunity is set to Closed Won. This is because I want a task to appear 30 days after the sale closes. This is for the sales rep to follow up as per the business use case. Then Save (2) it.

After this, we go back to the Time-Dependent Workflow Actions screen:

...