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 12

  1. Why would you create a Master-Detail relationship as opposed to a Lookup relationship?
  • If the child record needs to be deleted when the master record is deleted, then you should create a Master-Detail relationship.
  1. What are some of the optional features when creating a custom object?
  • Allow reports, allow activities, track field history, and allow in chatter groups.
  1. What are the two types of internal relationship fields you can create on an object?
  • Master-Detail and Lookup relationships.
  1. What part of the page layout shows related items on a record?
  • The related lists section.
  1. What is a possible use case for using record types?
  • Record types are used when you need to show different page layouts, apply different processes, and/or need to show different picklist values based on a business use case.