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

Setting scheduled actions

Our second criteria, where the sale is Closed Won and the amount is greater than $200,000, requires an action that takes place 30 days from the opportunity closed date, as per our business use case. In this section, we will learn how to do this.

First, navigate to Scheduled Actions on the second criteria, as shown in the following screenshot:

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

  1. First, we click on Set Schedule.
  2. We choose 30 Days After the opportunity CloseDate since that is when these actions need to happen.
  3. Click on Save to move on to the next step.

Now, let's take a look at how to create the scheduled action, that is, creating a task for the Sales representative to follow up, 30 days after the opportunity close date. Refer to the following screenshot: