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)
1
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
10
Section 2: Salesforce Administration
16
Section 3: Automating Business Processes Using Salesforce

Chapter 17

  1. Besides a user, what else can a case or lead record be assigned to?
  • A Queue.
  1. How is the sort order used on an assignment rule?
  • This field allows you to determine the order in which the rule entries are evaluated.
  1. What happens if you don't choose an email template for a rule entry?
  • The default assignment template is used.
  1. When creating a queue, what is the Queue Email field used for?
  • The Queue Email field is used when the assignment email is sent rather than to the individual emails of everyone that is a member of the queue.
  1. If you leave the Queue Email field blank, who gets notified when a record is assigned to a queue?
  • Everyone that is a member of the queue.