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

The business use case in action

Now that we have built the approval process, let's test it out to see if it meets our business requirements. As a recap, the Sales Manager wants all closed sales that are $200,000 or higher and are in the negotiation/review stage to be submitted to them for final approval. Once the deal has been approved, the opportunity stage should automatically update to Closed Won. Let's see how this works:

  1. Navigate to the Burlington Textiles Weaving Plant Generator opportunity, as follows:

Here, we can see that this opportunity has an amount that is greater than $200,000 and is in the Negotiation/Review stage, so it meets the criteria for being submitted for approval.

  1. From the drop-down arrow on the upper-right corner, we can access and click on the Submit for Approval button. The following popup will appear:
  1. The popup in the preceding screenshot...