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 2

  1. What type of activity should be used to set up a reminder to research an account?
  • A task.
  1. Which activity type should be used to set up an onsite meeting with a client?
  • An Event.
  1. Is it possible to send an email to a client and copy someone not in the system as a contact?
  • Yes.
  1. Do tasks appear on your Salesforce calendar?
  • No, only Events.
  1. Which tab shows all of your open tasks?
  • The Tasks tab.
  1. If you use Gmail but spend most of your time in Salesforce, which integration option should you use?
  • Send through Gmail.
  1. Can you log activities regarding Opportunities?
  • Yes, you can log activities regarding Opportunities that you work on, as well as any other standard object or custom object with activities enabled.