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

Chapter 1

  1. What is Salesforce Economy?
  • Salesforce Economy predicts the jobs that will be created due to the Salesforce ecosystem. It's been projected that there will be 3.3 million new Salesforce jobs by 2022.
  1. What does CRM stand for?
  • Customer Relationship Management.
  1. What are the two advantages of using Salesforce Lightning?
  • It has a modern user interface and utilizes the Lightning Component framework.
  1. Are all tabs objects?
  • No, there can be tabs for things such as reports and dashboards.
  1. What is an app in Salesforce?
  • An app is a collection of tabs that can be customized.
  1. What does a global search return?
  • Any records where the term you searched for has appeared.
  1. What is the default list view that appears when you go to a tab for the first time?
  • Recently Viewed.
  1. What is Salesforce Einstein?
  • Einstein is the artificial intelligence feature provided...