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

Salesforce Chatter

Chatter is a real-time collaboration tool within Salesforce. Think of it as Facebook within your organization. You have your own profile, you can share updates, you can create groups (see label 1 in the following screenshot), you can upload files (see label 2 in the following screenshot), you can see users that follow you (see label 3 in the following screenshot), you can follow other users (see label 4 in the following screenshot), and much more! You can access your profile by clicking on the icon at the upper-right side of the page or by clicking on the People tab. Your profile will show the groups you belong to, the files you have shared, people you follow, and people that follow you:

If you scroll down on your profile, you will see your feed:

The feed includes any posts you have made, any posts you follow, or updates to tracked fields on records you follow. The actions can be customized to include more than the post, poll, and question action.

If you click on the Chatter tab, you get an expanded view of the feed:

This view allows you to further refine your feed (see label 1 in the preceding screenshot), post new updates (see label 2 in the preceding screenshot), and view recommendations from Einstein (see label 3 in the preceding screenshot). Now that we have looked at Salesforce Chatter, let's look at some of the personal settings options.

Salesforce Einstein is the artificial intelligence offering of Salesforce. Some limited Einstein functionality comes out of the box and is included in features such as the Chatter recommendations you see in the preceding screenshot.