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

Implementing Process Builder

Similar to the upgrade from Salesforce Classic to Salesforce Lightning, Salesforce recently added an upgraded automation tool called Process Builder. While Salesforce still supports workflow rules, all-new features are being added to Process Builder.

Process Builder is different from workflow rules in several ways. To start, Process Builder allows you to automate more items, such as creating all types of records, as opposed to just creating tasks with workflow rules. Process Builder also allows you to update any related record, as opposed to updating only the record or its parent with workflow rules. It also lets you control the execution order of your criteria, a feature not available with workflow rules.

In this chapter, we will cover the following topics in detail:

  • Creating a process
  • Adding an object and criteria
  • Setting immediate actions
  • Adding...