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

Business Analysis Using Reports and Dashboards

So far, we have covered the basic objects that are used to conduct business in Salesforce. Now, we will look at reports and dashboards.

Salesforce is a great tool for capturing the data needed to drive various business processes, but what good is the data if it isn't actionable? This is where reports and dashboards come in. They allow you to understand and act on your data.

To understand the data, you will need to learn how to create reports and how to use them. This underlying data is a combined visual output called a dashboard.

To help us learn all this, we will cover the following topics in detail:

  • Using reports and how to create a report:
    • Using grouping to create various report types
    • Adding a chart to a report
    • Saving and running a report
  • Using dashboards and how to create a dashboard using dashboard components