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

Working on forms with web-to-lead

Using web-to-lead is an easy way to generate HTML code that you can drop into your website to create a lead capture form. A lead capture form is generated outside of Salesforce but creates a lead directly in Salesforce when the form is saved. This can take the form of a Contact Us page on your website or any other form where you would want the information to be automatically added to Salesforce. Let's see how this is done:

  1. Click on the gear at the top of the page (see label 1 in the following screenshot) and choose Setup (see label 2 in the following screenshot):

Clicking on Setup in the preceding screenshot brings you to the administration section of Salesforce.

  1. Next, type web in the quick-find box (see label 1 in the following screenshot). This will bring up Web-to-Lead. Click on the link (see label 2 in the following screenshot), as...