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 13

  1. What is a use case for using an unmanaged package?
  • These applications are usually used to move functionality from one Salesforce environment to the other.
  1. What is the benefit of using a managed package?
  • The package can be published and listed on App Exchange and the package can be upgraded.
  1. What is the name of the Salesforce marketplace where you can find apps?
  • App Exchange.
  1. What are some of the access options you can grant when installing a package?
  • Install for Admins Only, Install for All Users, and Install for Specific Profiles.
  1. What option do you have when uninstalling a package?
  • You can save a copy of the package's data for 48 hours.
  1. What is the best way to set up Salesforce Mobile for your users?
  • By using Mobile App Quickstart.