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 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...