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 16

  1. What is the difference between the Jump Start Wizard and the standard Setup Wizard?
  • The Jump Start Wizard condenses the steps into two pages as opposed to six pages for the initial creation of the approval process.
  1. Are you able to have more than one approver on an approval process?
  • Yes.
  1. Why does the record lock for editing when a user submits it for approval?
  • So that no changes can be made to the record that can affect its approval.
  1. How are the approval process and workflow rule actions similar?
  • They are the same actions.
  1. What happens to the edit-ability of a record if a user recalls it from an approval?
  • It is unlocked and available for editing.
  1. What is the last step needed for an approval process to be live and working?
  • The approval process has to be activated.
  1. Where can an approver see all the items that have been assigned to him/her that...