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 campaign hierarchies

Campaign hierarchies allow you to group campaigns under a top-level campaign. This can help in showing you the overall performance of a type of campaign over a year. For our webinar example, we want all the webinar campaigns that took place in 2020 to reside under a parent campaign called 2020 Webinar Campaigns. Let's see how to do this.

In the following screenshot, you can see that the parent campaign for our January 2020 webinar is 2020 Webinar Campaigns:

This means any numbers for this January campaign automatically come under this parent campaign.

In the following screenshot, we can see how the campaign hierarchy numbers show up under the parent campaign:

This shows the number of leads and contacts in the child campaigns, any opportunities that result from these campaigns, and any sales that result from these opportunities, which gives us...