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 6

  1. What are the two types of Campaign Members that can be added to a Campaign?
  • Leads and Contacts.
  1. Why would you want to add a Parent Campaign to your Campaign?
  • To group campaigns together. For instance, all of your webinars might be under the Webinar 2020 campaign, thus allowing you to report on all of the child webinars together.
  1. What is the name of the section where you can see Campaigns related to Leads and Contacts?
  • Campaign History.
  1. What field lets us know if a Campaign is Active?
  • The Active checkbox.
  1. Why would you want to use a third-party app with Campaigns?
  • To automate some of the manual work of dealing with campaigns, such as updating the campaign member status.
  1. What are three examples of types of Campaigns?
  • Direct mail, Events, and Email, to name a few.