- What are some actions available with Process Builders that are not available with workflow rules?
- What are the two options we can use to start a process on the add object step?
- What are the three options for Criteria for Executing Actions on the add criteria step?
- What checkbox must be checked on the criteria screen to allow scheduled actions for those criteria?
- What is the first step when it comes to creating scheduled actions?
- How do you activate a process?
Salesforce for Beginners
By :
Salesforce for Beginners
By:
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.
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Current Title:
Salesforce for Beginners
Table of Contents (23 chapters)
Preface
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
Free Chapter
Getting Started with Salesforce and CRM
Understanding Salesforce Activities
Creating and Managing Leads
Business Development with Accounts and Contacts
Using Opportunities Effectively
Achieving Business Goals Using Campaigns
Enhancing Customer Service Using Cases
Business Analysis Using Reports and Dashboards
Section 2: Salesforce Administration
Setup and Configuration
An Overview of Sharing and Visibility
Using Sandboxes and Change Sets
Configuring Objects for Your Business
Third-Party Applications and Salesforce Mobile
Section 3: Automating Business Processes Using Salesforce
Understanding the Workflow Rules
Implementing Process Builder
Approval Processes
Assignment Rules
Assessments
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