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

Adding an object and criteria

The first step in building the process is adding the primary object that this process will be triggered by. In our business use case, this is the Opportunity object since closing a sale will trigger the actions. Consider the following screenshot, which shows how to add an object:

From the preceding screenshot, you can see that we have performed a few actions, as follows (the numbers in the following list correlate to the ones provided in the screenshot):

  1. Click on the + Add Object box, which brings up the section on the right.
  2. Then, set Object to Opportunity since we are triggering the process when an Opportunity stage is changed to Closed Won.
  3. Here, I want to start the process when a record is created or edited since a sales representative may set the stage to Closed Won when they create or edit an opportunity. The other available option here is...