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


In this chapter, we learned what an assignment rule is and how to create a lead and a case assignment rule. We learned what queues are and how to assign records to queues using assignment rules. We also understood what rule entries are and how to create multiple rule entries for a single assignment rule. Then, we applied these skills to real-life use cases to help you understand how assignment rules are used within the context of a business.

With the use of these skills, you should be able to come up with technical solutions for the record assignment requirements that come from your users. This brings the automation section of this book to a close.

With this final chapter, we have completed this book and tried to cover as many use cases and examples as possible. I hope that this encourages you to continue your journey with Salesforce and experiment with more use cases...