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

Setting immediate actions

Once the object and criteria have been set, the next step is to add immediate actions that will take place if the criteria evaluate to true. The available actions include the ability to do the following:

  • Create a Record from a Process
  • Invoke a Process from Another Process
  • Create a Chatter Post from a Process
  • Use a Quick Action from a Process
  • Work with Quip Documents from a Process
  • Launch a Flow from a Process
  • Send an Email from a Process
  • Send a Custom Notification from a Process
  • Send a Survey Invitation from a Process
  • Submit a Record for Approval from a Process
  • Update Records from a Process
  • Call Apex Code from a Process

Let's see how this works. As shown in the following screenshot, the only action we need to add for our use case is Create a Case. This is because the task and email from our business use case will only be created if the sale amount...