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 14

  1. What are the three types of evaluation criteria?
  • Created, Created and every time it's edited, and Created and any time it's edited to subsequently meet the criteria.
  1. What are the two options for adding rule criteria?
  • If the criteria are met or if a formula evaluates to true.
  1. What are outbound messages used for?
  • Outbound messages are used to send messages with field updates to external systems if a field is changed in Salesforce.
  1. On the field update section, what do the Re-evaluate Workflow Rules after Field Changes checkbox do?
  • If another workflow rule uses the new field value as a rule criterion, it will be triggered when this new field update is made.
  1. What are time-based workflow actions?
  • Time-dependent workflow actions provide the same four types as immediate workflow actions. The difference is that time-dependent workflow actions...