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 lead assignment rules

Lead assignment rules are a great tool for assigning lead records automatically. Knowing the capabilities of lead assignment rules will lead to fewer clicks for your users and quicker business process execution when working with leads. Lead assignment rules are created in the Setup section of Salesforce. Let's learn how to create a lead assignment rule.

Business use case

You are the Salesforce Admin for XYZ Widgets. The Sales Manager has a use case where any new lead created in Salesforce needs to be assigned to a specific user based on the State/Province field of the lead. Leads with a State/Province of New York will be assigned to a user, while leads with a State/Province of New Jersey...