Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, 2nd Edition

Cover Copyright Contributors Table of Contents Preface Chapter 1: 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 Chapter 2: 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 Chapter 3: 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 Chapter 4: 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 Chapter 5: 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 Chapter 6: 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 Chapter 7: 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 Chapter 8: 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 Chapter 9: 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 Chapter 10: 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 Chapter 11: 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 Chapter 12: 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 Chapter 13: 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 Chapter 14: 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 Chapter 15: 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 Chapter 16: 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 Chapter 17: 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 Chapter 18: 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 Chapter 19: 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 Chapter 20: 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 Assessments Other Books You May Enjoy 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 Table of Contents Getting Started with Salesforce and CRM Understanding Salesforce Activities Creating and Managing Leads Business Development with Accounts and Contacts Driving the Sales Cycle with Opportunities Achieving Business Goals Using Campaigns Enhancing Customer Service with Cases Business Analysis Using Reports and Dashboards Setup and Configuration An Overview of Sharing and Visibility User Management and Data Security Managing Projects with Sandboxes and Change Sets Using Data Modeling to Configure Objects for Your Business Lightning Experience Customization Extending Functionality with Third-Party Applications and Salesforce Mobile Salesforce Flow Approval Processes Assignment Rules Data Integrity with Formulas and Validations Testing and Debugging 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 FeaturesAutomate business processes with Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platformDiscover key data integrity and security concepts with new, specially dedicated chaptersTake your first steps in basic testing and debugging as a Salesforce professionalBook DescriptionThe second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you.Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge.Working with the world's leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more.In this new edition you'll get to explore the popular automation tool Salesforce Flow. You'll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.What you will learnExplore business development with leads, accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsPractice automating business processes with Salesforce FlowGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective Salesforce security modelWho this book is forIf 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 Salesforce for Beginners is a fully equipped comprehensive guide that will help you understand how to manage Sales, Marketing, Customer relationships, security, flows and administration operations in your organization. This book will explain how these departments can utilize the Salesforce CRM to maximize efficiency to achieve your business goals.