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


In this chapter, we learned what workflow rules are and the use case for using workflow rules to increase efficiency. We learned how to set rule criteria and evaluation criteria. We gained the skills needed to create immediate and time-based workflow actions including field updates, tasks, and email alerts. We learned what outbound messages are used for. This gives us the skills needed to turn business automation requirements into Salesforce technology solutions.

We also understood how to activate and test our workflow using a combination of checking the records and various log files. With the use of these skills, you will be able to troubleshoot and debug any issues with your workflow rules.

In the next chapter, we will cover process builders, which are similar to workflows but offer other automation features that are not available with workflow rules.