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)
1
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
10
Section 2: Salesforce Administration
16
Section 3: Automating Business Processes Using Salesforce

Chapter 5

  1. How many Opportunities can you have on an Account?
  • There is no limit.
  1. What is the difference between Opportunity Stages and the Sales Path?
  • The Sales Path is a visual representation of the Opportunity Stages.
  1. How many Contact Role instances can be added to an Opportunity?
  • As many as needed.
  1. What happens to the Amount field on the Opportunity when you add Products?
  • It is overridden by the price of the products added.
  1. Who do you send Quotes to on an Opportunity?
  • The contact role or the client on the Opportunity.
  1. What are the two types of Closed stages on an Opportunity?
  • Closed Won and Closed Lost.
  1. What is included in the Best Case Forecast Category?
  • Amounts you are likely to close, Closed Won opportunities, and opportunities in the Commit category.