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

Finishing and testing our process

Let's finish up this process and test it. For the second set of criteria, we have two remaining immediate actions that need to be created. Let's learn how to go about that.

As shown in the following screenshot, we will need to create an email alert that needs to go to the manager when a sale with an amount greater than $200,000 is Closed Won:

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 click on Add Action and choose the Email Alerts action.
  2. Next, we name the action Send Email to Manager.
  3. Then, we choose the email template for the email alert.
  4. Finally, we Save to continue.

Now, let's create the final immediate action, that is, the case for widget installation, and then activate our process:

From the preceding screenshot, we...