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

Understanding contact roles

Contact roles are the people you communicate with to close a specific deal. You could have one or more contact roles, depending on the opportunity. First, let's look at how to add new contact roles that may not be in the default list. First, navigate to the setup and configuration section of Salesforce:

As you can see in the preceding screenshot, there are several steps to follow if you want to add or edit the roles that come up when adding a contact role:

  1. Go to Home (1) | Feature Settings (2) | Sales (3) | Contact Roles on Opportunities (4).
  2. On this page, click on New (5) to add a new contact role or edit any existing roles.

Now that we have seen how to add roles as needed, let's add an actual role:

  1. Navigate to the Contact Roles section of the opportunity to add a contact role, as in the following screenshot:
  1. After that, click on Add...