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 3

  1. What are some of the ways leads can be captured?
  • Conferences, websites, and purchased lists, to name a few.
  1. What determines whether a lead should be converted into an Opportunity?
  • If the prospect is interested in the product and wants to continue discussing it with you.
  1. What happens to a Closed-Not Converted (Unqualified) lead?
  • You can filter it out of list views but it stays in the system for reporting purposes.
  1. What happens to a converted lead? Where does it go?
  • It becomes an Account, Contact, and, optionally, an Opportunity.
  1. Where does the company information go when a lead is converted?
  • To the Account.
  1. What is web-to-lead used for?
  • For capturing leads from company websites.
  1. Once you have generated the HTML code, what do you do with it?
  • Give it to your web team so they can add it to the website.
  1. What does the Org-Wide Merge and Delete...