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

Testing the workflow

Now that we have created the workflow rule to meet the business requirement, let's do an end-to-end walk-through to make sure it is working. The first step is to activate the workflow rule. Let's see the steps for that:

  1. Navigate to the Workflow Rules screen:
  1. As shown in the preceding screenshot, click on Activate to make this workflow rule live.
  2. Then navigate to the Burlington Textiles Weaving Plant Generator opportunity:

You can observe that Stage is Negotiation/Review (1) and Delivery/Installation Status is Yet to begin (2). In order to test this business use case, we should update Stage to Closed Won since that is the trigger that will run the workflow rule and create all of the actions. Once this is changed to Closed Won, we should expect to see the following:

  1. Delivery Installation Status set to In progress
  2. A schedule installation task...