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  • Book Overview & Buying Salesforce for Beginners
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Salesforce for Beginners

Salesforce for Beginners

By : Sharif Shaalan
4.5 (25)
Buy this Book
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Salesforce for Beginners

Salesforce for Beginners

4.5 (25)
By: Sharif Shaalan
Buy this Book

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)
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Preface
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Preface
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Who this book is for
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What this book covers
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To get the most out of this book
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Get in touch
1
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
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Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
Lock Free Chapter
2
Getting Started with Salesforce and CRM
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Getting Started with Salesforce and CRM
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What is CRM?
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Classic versus Lightning
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Login and navigation
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Salesforce Chatter
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Personal settings
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Summary
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Questions
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Further reading
3
Understanding Salesforce Activities
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Understanding Salesforce Activities
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Technical requirements
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Navigating to activities
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Creating events and calendar entries
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Sending emails and email integration options
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Summary
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Questions
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Further reading
4
Creating and Managing Leads
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Creating and Managing Leads
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Technical requirements
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Understanding leads
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Exploring the Lead Status field
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Understanding how lead conversion takes place
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Working on forms with web-to-lead
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Setting up auto-response rules
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Lead settings and lead processes
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Summary
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Questions
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Further reading
5
Business Development with Accounts and Contacts
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Business Development with Accounts and Contacts
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Technical requirements
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Understanding how accounts work
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Moving toward creating contacts
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Understanding relationships
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Summary
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Questions
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Further reading
6
Using Opportunities Effectively
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Using Opportunities Effectively
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Technical requirements
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Using opportunities
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Understanding contact roles
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Using products and price books
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Using quotes
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Using forecasting
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Summary
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Questions
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Further reading
7
Achieving Business Goals Using Campaigns
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Achieving Business Goals Using Campaigns
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Technical requirements
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Using campaigns
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Using campaign members
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Using campaign hierarchies
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Using third-party apps with campaigns
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Summary
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Questions
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Further reading
8
Enhancing Customer Service Using Cases
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Enhancing Customer Service Using Cases
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Technical requirements
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Using Cases to enhance customer service
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Using escalation rules for quicker case resolution
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Using Web-to-Case to create cases
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Using Email-to-Case to create Cases
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Summary
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Questions
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Further reading
9
Business Analysis Using Reports and Dashboards
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Business Analysis Using Reports and Dashboards
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Technical requirements
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Using reports to understand data
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Using dashboards to visualize data
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Summary
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Questions
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Further reading
10
Section 2: Salesforce Administration
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Section 2: Salesforce Administration
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Setup and Configuration
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Setup and Configuration
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Technical requirements
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Navigating to the Setup page
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Using the ADMINISTRATION section
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Using the PLATFORM TOOLS section
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The SETTINGS section
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Using the Object Manager settings
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Summary
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Questions
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Further reading
12
An Overview of Sharing and Visibility
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An Overview of Sharing and Visibility
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Technical requirements
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Using organization-wide defaults
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Role hierarchy
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Using sharing rules
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Team access
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Profiles
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Permission sets
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Additional sharing and visibility features
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Summary
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Questions
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Further reading
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Using Sandboxes and Change Sets
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Using Sandboxes and Change Sets
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Technical requirements
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Creating and using sandboxes
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Using different types of sandboxes
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Creating change sets
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Deploying change sets
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Summary
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Questions
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Further reading
14
Configuring Objects for Your Business
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Configuring Objects for Your Business
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Technical requirements
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Creating custom objects
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Creating custom fields
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Creating and using page layouts
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Creating and using record types
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Adding a certification to a contact
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Summary
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Questions
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Further reading
15
Third-Party Applications and Salesforce Mobile
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Third-Party Applications and Salesforce Mobile
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Technical requirements
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Using third-party applications
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Configuring Salesforce Mobile using the Mobile App Quickstart
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Summary
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Questions
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Further reading
16
Section 3: Automating Business Processes Using Salesforce
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Section 3: Automating Business Processes Using Salesforce
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Understanding the Workflow Rules
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Understanding the Workflow Rules
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Technical requirements
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Creating workflow rules
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Setting evaluation and rule criteria
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Creating immediate workflow actions
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Creating time-dependent workflow actions
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Testing the workflow
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Summary
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Questions
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Further reading
18
Implementing Process Builder
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Implementing Process Builder
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Technical requirements
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Creating a process
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Adding an object and criteria
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Setting immediate actions
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Adding a second criteria
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Setting scheduled actions
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Finishing and testing our process
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Process Builder best practice
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Summary
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Questions
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Further reading
19
Approval Processes
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Approval Processes
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Technical requirements
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Creating an approval process
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Adding entry criteria and approver selection
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Adding actions and viewing the approval steps
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Enabling email approvals
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The business use case in action
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Summary
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Questions
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Further reading
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Assignment Rules
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Assignment Rules
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Technical requirements
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Creating lead assignment rules
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Creating a queue
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Creating case assignment rules
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Assignment rules in action
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Summary
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Questions
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Further reading
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Assessments
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Assessments
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Chapter 1
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Chapter 2
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Chapter 3
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Chapter 4
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Chapter 5
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Chapter 6
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Chapter 7
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Chapter 8
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Chapter 9
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Chapter 10
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Chapter 11
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Chapter 12
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Chapter 13
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Chapter 14
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Chapter 15
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Chapter 16
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Chapter 17
22
Other Books You May Enjoy
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Other Books You May Enjoy
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Other Books You May Enjoy

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Salesforce for Beginners
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