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

Classic versus Lightning

Over the years, Salesforce has had a few UI makeovers to keep up with the latest trends in usability and design. The latest, and by far the biggest, UI change Salesforce has carried out is the introduction of Salesforce Lightning in 2015. This was a fundamental change to the look and feel that Salesforce users were used to and brought with it many new features that are only available on Lightning. Some of these features include the following:

  • A modern UI
  • The Lightning Component framework, which allows developers to build responsive applications for any device with less effort

Many organizations that have used Salesforce for a long time either plan to migrate, or have already migrated to Lightning. When Lightning was released, the older Salesforce UI was renamed to Salesforce Classic to differentiate between the two. The following screenshots show the exact same page in Salesforce Classic and Salesforce Lightning. Notice the option to toggle between the two interfaces. This means any user you grant this permission to switch back and forth between Classic and Lightning. This feature helps with adoption when you first bring users on to Lightning.

This is the UI for Salesforce Classic. Although there is great functionality in Classic, the UI is not modern:

This is the UI for Lightning Experience. As you can see, the UI is more modern and you get a sense of the component-based framework from the home page items, on the left-side of the page:

As an end user or potential admin, you need to make sure you learn how to use Lightning as it is the future of Salesforce. At the same time, you need to be familiar with Classic since many organizations still use Classic or have a hybrid system set up, where some users use Classic and some use Lightning. In this book, we will show all of our examples in Lightning, but I recommend you toggle back and forth to see how the concepts work in Classic as well.

Now that we know what the difference between Salesforce Classic and Salesforce Lightning is, let's take a look at how to log in to Salesforce and navigate to various useful sections.