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.

Preface

Who this book is for

What this book covers

To get the most out of this book

Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management

Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management

Free Chapter

Getting Started with Salesforce and CRM

Getting Started with Salesforce and CRM

Classic versus Lightning

Login and navigation

Salesforce Chatter

Personal settings

Further reading

Understanding Salesforce Activities

Understanding Salesforce Activities

Technical requirements

Navigating to activities

Creating events and calendar entries

Sending emails and email integration options

Further reading

Creating and Managing Leads

Creating and Managing Leads

Technical requirements

Understanding leads

Exploring the Lead Status field

Understanding how lead conversion takes place

Working on forms with web-to-lead

Setting up auto-response rules

Lead settings and lead processes

Further reading

Business Development with Accounts and Contacts

Business Development with Accounts and Contacts

Technical requirements

Understanding how accounts work

Moving toward creating contacts

Understanding relationships

Further reading

Using Opportunities Effectively

Using Opportunities Effectively

Technical requirements

Using opportunities

Understanding contact roles

Using products and price books

Using forecasting

Further reading

Achieving Business Goals Using Campaigns

Achieving Business Goals Using Campaigns

Technical requirements

Using campaigns

Using campaign members

Using campaign hierarchies

Using third-party apps with campaigns

Further reading

Enhancing Customer Service Using Cases

Enhancing Customer Service Using Cases

Technical requirements

Using Cases to enhance customer service

Using escalation rules for quicker case resolution

Using Web-to-Case to create cases

Using Email-to-Case to create Cases

Further reading

Business Analysis Using Reports and Dashboards

Business Analysis Using Reports and Dashboards

Technical requirements

Using reports to understand data

Using dashboards to visualize data

Further reading

Section 2: Salesforce Administration

Section 2: Salesforce Administration

Setup and Configuration

Setup and Configuration

Technical requirements

Navigating to the Setup page

Using the ADMINISTRATION section

Using the PLATFORM TOOLS section

The SETTINGS section

Using the Object Manager settings

Further reading

An Overview of Sharing and Visibility

An Overview of Sharing and Visibility

Technical requirements

Using organization-wide defaults

Using sharing rules

Permission sets

Additional sharing and visibility features

Further reading

Using Sandboxes and Change Sets

Using Sandboxes and Change Sets

Technical requirements

Creating and using sandboxes

Using different types of sandboxes

Creating change sets

Deploying change sets

Further reading

Configuring Objects for Your Business

Configuring Objects for Your Business

Technical requirements

Creating custom objects

Creating custom fields

Creating and using page layouts

Creating and using record types

Adding a certification to a contact

Further reading

Third-Party Applications and Salesforce Mobile

Third-Party Applications and Salesforce Mobile

Technical requirements

Using third-party applications

Configuring Salesforce Mobile using the Mobile App Quickstart

Further reading

Section 3: Automating Business Processes Using Salesforce

Section 3: Automating Business Processes Using Salesforce

Understanding the Workflow Rules

Understanding the Workflow Rules

Technical requirements

Creating workflow rules

Setting evaluation and rule criteria

Creating immediate workflow actions

Creating time-dependent workflow actions

Testing the workflow

Further reading

Implementing Process Builder

Implementing Process Builder

Technical requirements

Creating a process

Adding an object and criteria

Setting immediate actions

Adding a second criteria

Setting scheduled actions

Finishing and testing our process

Process Builder best practice

Further reading

Approval Processes

Approval Processes

Technical requirements

Creating an approval process

Adding entry criteria and approver selection

Adding actions and viewing the approval steps

Enabling email approvals

The business use case in action

Further reading

Assignment Rules

Assignment Rules

Technical requirements

Creating lead assignment rules

Creating a queue

Creating case assignment rules

Assignment rules in action

Further reading

Assessments

Other Books You May Enjoy

Other Books You May Enjoy

Leave a review - let other readers know what you think

Customer Reviews

5 star

0

4 star

0

3 star

0

2 star

0

1 star

0

Using quotes

Quotes allow you to send pricing details to your clients. You can create multiple quotes as you work to close a deal. The following screenshot shows you how to create a quote from an opportunity:

Navigate to the Quotes section of the Opportunity and click on New Quote. The following screenshot shows the quote creation page:

Then, fill in the Expiration Date field for the quote and set Status to Approved so that the quote can be used.

The following screenshot shows you how to generate a PDF of the quote by choosing Create PDF from the drop-down menu. Creating a PDF of the quote makes it easy to share the quote with a client:

The following screenshot shows you how to send the quote out once the PDF is generated:

Once you review the quote, you can save and email it or save the PDF to the quote to send it at a later time. The quote will be saved to the files associated...