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 dashboards to visualize data

While reports allow you to gather and filter information, dashboards allow you to visualize various reports together through dashboard components. A dashboard is always built as an overlay to reports. We built an example report in the previous section, so now, let's add this report to a dashboard component:

  1. Click on the Dashboards tab (1) to start the process, as shown in the following screenshot:
  1. Then, click on New Dashboard (2). You can name it anything you like; I have named my dashboard Account and Contact Dashboard (1).
  1. This dashboard will be added to my Private Dashboards folder (2), which means it will only be visible to me. Once I've finished building it, I can choose to move it to a public folder that can be widely shared. Click on Create (3).
  2. After creating a private dashboard, we'll land on the dashboard builder...