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 Web-to-Case to create cases

Very similar to Web-to-Lead, which we covered in Chapter 3, Creating and Managing Leads, Web-to-Case is an easy way to generate HTML code that you can drop into your website to create a case capture form. A case capture form lives outside of Salesforce but creates a case directly in Salesforce when the form is saved. This can be a page on your website or any other form where you would want the case to be automatically added to Salesforce. Let's see how this is done.

In the following screenshot, I started typing web into the search bar (1). This brings up any items in SETUP that have these letters:

As you can see in the preceding screenshot, after clicking on Web-to-Case (2), it takes you into the section where you can set this up.

In the following screenshot, all of my options for setting up Web-to-Case come up:

As you can see in the preceding...