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

What this book covers

Chapter 1, Getting Started with Salesforce and CRM, is the first look at the Salesforce CRM. It covers basic CRM concepts, the difference between Classic and Lightning, how to log into and navigate Salesforce, how to search for records, and how to maximize list views.

Chapter 2, Understanding Salesforce Activities, covers the basics of Salesforce activities. It explains what activities are, explores the different types of activities, and shows how to use activities across all objects.

Chapter 3, Creating and Managing Leads, covers the basics of Salesforce leads. It covers what leads are, how lead status helps you manage leads, what it means to convert a lead, and how to use web-to-lead.

Chapter 4, Business Development with Accounts and Contacts, explains the basics of Salesforce accounts and contacts. It explains what accounts are, what contacts are, what relationships are, and how these objects are used by the business.

Chapter 5, Using Opportunities Effectively, covers the basics of opportunities, including what opportunities are, how stages function, how sales paths help you visualize your workflow, how the contact roles function, how products and price books function, how quotes function, and how opportunities drive forecasting.

Chapter 6, Achieving Business Goals Using Campaigns, covers the basics of Salesforce Campaigns. It covers what Campaigns are, Campaign Members, the Campaign Hierarchy, and how Campaigns interact with third-party apps.

Chapter 7, Enhancing Customer Service Using Cases, covers the basics of cases and related case functionality. It also explains how cases help to provide various scenarios for our leads and contacts.

Chapter 8, Business Analysis Using Reports and Dashboards, covers the basics of reports and dashboards and explains how to work with them.

Chapter 9, Setup and Configuration, provides the basics of setup and configuration and their related sections.

Chapter 10, An Overview of Sharing and Visibility, covers the basics of sharing and visibility and how the different settings grant or restrict access.

Chapter 11, Using Sandboxes and Change Sets, covers the basics of sandboxes and change sets in Salesforce for various use cases.

Chapter 12, Configuring Objects for Your Business, covers the basics of page layouts, record types, custom fields, and custom objects.

Chapter 13, Third-Party Applications and Salesforce Mobile, covers the basics of third-party applications, managed packages, unmanaged packages, Salesforce AppExchange, and Salesforce Mobile.

Chapter 14, Understanding the Workflow Rules, covers the basics of workflow rules and how they influence our contacts and leads.

Chapter 15, Implementing Process Builder, covers the basics of process builder, which will help us understand how to implement it in our applications to automate them.

Chapter 16, Approval Processes, covers the basics of approvals, including how they work and how they are assigned to help provide the right approval assignments to admins.

Chapter 17, Assignment Rules, covers the basics of assignment rules and how they help assign contacts and leads with the right leads.