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

Assignment Rules

The final automation feature we want to highlight is assignment rules. Assignment rules allow you to automate your lead generation and support processes by helping you control the record's assignment. Typically, in Salesforce, a lead or case record will be assigned to the person creating the record or to a default user if the lead or case is being created through something such as Web to Lead or Web to Case. Assignment is important since the owner of the record is the person that will work on the specific lead or case to move it along in the process. Assignment rules allow you to set rules that will assign a new lead or case to a specific user or queue based on criteria.

In this chapter, we will cover the following topics in detail:

  • Creating lead assignment rules
  • Creating a queue
  • Creating case assignment rules
  • Assignment rules in action

With the help of...