Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, 2nd Edition
- Length: 532 pages
- Edition: 2
- Language: English
- Publisher: Packt Publishing
- Publication Date: 2022-10-31
- ISBN-10: 1803239107
- ISBN-13: 9781803239101
- Sales Rank: #43965 (See Top 100 Books)
Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective.
Purchase of the print or Kindle book includes a free eBook in the PDF format.
Key Features
- Enhanced with reader feedback and updated with the latest UI for efficient learning
- Learn how to use Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platform
- Become familiar with the basics of Salesforce administration and mobile app setup
Book Description
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
This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you’ll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you’ll explore tools such as Salesforce Flows, 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 will know how to manipulate Salesforce to achieve your business goals
What you will learn
- Explore business development with leads, accounts and contacts in Salesforce
- Find out how stages and sales processes help you manage your opportunity pipeline
- Achieve marketing goals using Salesforce campaigns
- Perform business analysis using reports and dashboards
- Practice automating business processes with Salesforce Flow
- Gain a high-level overview of the items in the administration section
- Grasp the different aspects needed to build an effective Salesforce security model
Who this book is for
If you are new to Salesforce and want to learn it from scratch, an administrator looking to build your Salesforce skills, or a student looking to start a career in Salesforce, this book is for you. No prior knowledge of the Salesforce is required to get started with this book
Preface Who this book is for What this book covers To get the most out of this book Getting Started with Salesforce and CRM What is Salesforce CRM? Differentiating Salesforce Classic and Lightning Navigating Salesforce App Launcher Exploring search options Using list views Salesforce Chatter Customizing personal settings Summary Questions Further reading Understanding Salesforce Activities Technical requirements Navigating to activities Tasks Business use case Creating tasks Logging a call Business use case Log a call Task list view Viewing tasks on the home page Creating events and calendar entries Understanding events Business use case Creating an event Salesforce calendar Sending emails and email integration options Business use case Sending an email Using Gmail integration options Using Outlook integration options Summary Questions Further reading Creating and Managing Leads Technical requirements Understanding leads Business use case Creating leads Exploring the Lead Status field Understanding how lead conversion takes place Working on forms with Web-to-Lead Setting up auto-response rules Lead settings and lead processes Using the lead settings Using lead processes Summary Questions Further reading Business Development with Accounts and Contacts Technical requirements Understanding how accounts work Business use case Creating an account Understanding contacts Business use case Creating a contact Understanding relationships Business use case Enabling relationships Adding relationships Removing relationships Summary Questions Further reading Driving the Sales Cycle with Opportunities Technical requirements Understanding opportunities Business use case Creating an opportunity Understanding opportunity stages and the sales path Adding contact roles for opportunities Organizing products and price books Creating quotes Determining forecasts Summary Questions Further reading Achieving Business Goals Using Campaigns Technical requirements Creating campaigns Business use case Creating a campaign Adding campaign members Adding leads as campaign members Adding contacts as campaign members Viewing the campaign history of leads and contacts Sending an email to the list of campaign members Managing marketing with campaign hierarchies Improving campaign functionality with third-party apps Summary Questions Further reading Enhancing Customer Service with Cases Technical requirements Introducing cases Business use case Creating a case Understanding case status Creating escalation rules Using Web-to-Case to generate case capture forms Setting up Email-to-Case Summary Questions Further reading Business Analysis Using Reports and Dashboards Technical requirements Creating reports to understand data Business use case Creating a report Using grouping to create report types Summary reports Matrix reports Adding a chart to a report Saving and running a report Using dashboards to visualize data Summary Questions Further reading Setup and Configuration Technical requirements Navigating to the Setup page Delving into the ADMINISTRATION section Users Data Email Exploring the PLATFORM TOOLS section Apps Feature Settings Slack Einstein Objects and Fields Events Process Automation User Interface Custom Code Development Performance Environments User Engagement Integrations Notification builder Offline Understanding the SETTINGS section Company Settings Data Classification Privacy Center Identity Security Using the Object Manager tab Summary Questions Further reading An Overview of Sharing and Visibility Technical requirements Using organization-wide defaults Business use case Setting up org-wide defaults Understanding the role hierarchy Business use case Finding the role hierarchy Applying sharing rules Business use case Adding sharing rules Ownership-based sharing Criteria-based sharing Setting team access Business use case Adding a user and setting team access Setting profile access Business use case Updating profiles Using permission sets Business use case Modifying access with permission sets System and user permissions, implicit sharing, and Apex sharing System and user permissions Implicit sharing Apex sharing Summary Questions Further reading User Management and Data Security Technical requirements Creating users Business use case Creating a user in action Understanding record ownership Record ownership and data security Understanding ownership skew Summary Questions Further reading Managing Projects with Sandboxes and Change Sets Technical requirements Creating and using sandboxes Business use case Creating a sandbox Using different types of sandboxes Developer sandboxes Developer Pro sandboxes Partial Copy sandboxes Full Copy sandboxes Creating change sets Business use case Creating change sets Deploying change sets Summary Questions Further reading Using Data Modeling to Configure Objects for Your Business Technical requirements Salesforce data modeling Creating custom objects Business use case Creating a custom object Creating custom fields Creating and using page layouts Creating and using record types Utilizing the created customizations Summary Questions Further reading Lightning Experience Customization Technical requirements Lightning pages overview Business use case Creating a Lightning page Understanding the Lightning page layout Using Lightning page components Activating and assigning Lightning pages Summary Questions Further reading Extending Functionality with Third-Party Applications and Salesforce Mobile Technical requirements Discovering third-party applications Managed and unmanaged package applications Business use case Salesforce AppExchange Installing third-party applications Uninstalling third-party applications Configuring Salesforce Mobile using a QuickStart Business use case Mobile app QuickStart Summary Questions Further reading Salesforce Flow Technical requirements What is a flow? Introducing flow types Screen flow Record-triggered flow Schedule-triggered flow Platform event-triggered flow Autolaunched flow (no trigger) Understanding Flow Builder elements Interaction Logic Data Flow resources Testing a flow Example 1: screen flow Business use case Building the flow Testing the flow Distributing the flow Seeing it in action Example 2: record-triggered flow Business use case Building the flow Testing the flow Distributing the flow Seeing it in action Best practices and more Summary Questions Further reading Approval Processes Technical requirements Creating an approval process Business use case Approval process in action Adding entry criteria and approver selection Adding actions and viewing the approval steps Enabling email approvals Business use case Summary Questions Further reading Assignment Rules Technical requirements Creating lead assignment rules Business use case Lead assignment rules in action Creating a queue Business use case Queues in action Creating case assignment rules Business use case Case assignment rules in action Assignment rules in action Summary Questions Further reading Data Integrity with Formulas and Validations Technical requirements Overview of formulas Business use case Creating a formula field Understanding validation rules Business use case Creating a validation rule Summary Questions Further reading Testing and Debugging Technical requirements Understanding the path to production Business use case Setting up the path to production Understanding testing types Unit testing System testing UAT testing Production testing Regression testing Using debug logs Business use case Creating a debug log Summary Questions Further reading Assessment Other Books You May Enjoy Index
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