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

Navigating to activities

In Salesforce, activities include tasks, events, and calendars. Activities help you prioritize your time and keep up with any object. The main objects that you will use with activities are Accounts, Campaigns, Contacts, Leads, and Opportunities. Emails are another type of activity that you may use to stay in touch with your contacts and leads. Having all the touchpoints logged in Salesforce will give you a 360-degree view of your contacts and let you look at any person related to a specific Account, Contact, Opportunity, Lead, or Campaign that you may be working with. Out of the box, you will see that these main objects have a connection to activities. You can also view your activities on the home page, depending on your home page's layout. This gives you a shortcut to all of your activities. Let's see what activities look like when they&apos...