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 10

  1. What is the first decision that must be made when looking at org-wide settings?
  • The first decision that needs to be made is whether you want to have an open organization where all the data is visible and can be edited by everyone or whether any data needs to be restricted from being viewed or edited.
  1. What does the Grant Access Using Hierarchies checkbox do?
  • It allows someone higher up in the hierarchy to inherit the visibility of someone lower in the hierarchy.
  1. What are the two types of sharing rules?
  • Owner-based and criteria-based sharing rules.
  1. Who adds team members to the Account and Sales teams?
  • The Account Owner and the Opportunity Owner.
  1. Does the Modify All data setting on a profile work if the org-wide setting for an object is private?
  • Yes.
  1. What is the use case for using permission sets?
  • The use case for permission sets is when you have...