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

Creating an approval process

An approval process is a great tool that's used to execute business logic automatically based on a Salesforce record being submitted for approval, and then approved or rejected by another user. Knowing the capabilities of approval processes will help you come up with efficient workflows that lead to fewer clicks and cleaner data. Let's see how this is done.

Business use case

You are the Salesforce Admin for XYZ Widgets. The Sales Manager has a use case where all closed sales that are $200,000 or higher and are in the negotiation/review stage need to be submitted to them for final approval. Once the deal is approved, the opportunity stage should automatically update to Closed Won. Let...