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 a second criteria

In our first use case, where the sale is Closed Won and the amount is less than $200,000, we only had one action, which was to create a case for installation. In this second use case, we will see what happens if the sale is Closed Won and the amount is greater than $200,000.

In this use case, we still have to create an immediate action for case creation. In addition to that, we also need to create a new immediate action for the email alert to the manager, and we would also like to have a scheduled action that will take place 30 days from the opportunity close date. Let's see how the second criteria are added to our process:

From the preceding screenshot, we can see the following (the numbers in the following list correlate to the ones shown in the screenshot):

  1. First, we need to click on Add Criteria.
  2. Then, we need to set the Criteria Name to Opportunity...