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

Using products and price books

Price books are a collection of products that can be added to an opportunity to show what is purchased. An opportunity can only be tied to one price book. Price books are created by administrators and assigned to specific teams that sell a specific product line. Salesforce automatically creates a Standard price book as a master list of all the products and default prices. It is best practice to create multiple Custom price books that contain the list prices if you offer products at different prices to different market segments.

Products are the actual items within a price book that are sold. Let's see how they work by taking the following steps:

  1. Click on Add Products, as in the following screenshot, to add a product, or multiple products, to an opportunity. Notice that you also have the option here to choose a price book for this particular...