Salesforce for Beginners

A step-by-step guide to creating, managing, and automating sales and marketing processes

Sharif Shaalan 지음

Packt(GCO Science) 2020년 05월 29일 출간

작품소개

책소개

▶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.
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.

▶What You Will Learn
- Understand the difference between Salesforce Lightning and Salesforce Classic
- Create and manage leads in Salesforce
- Explore business development with 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
- Gain a high-level overview of the items in the administration section
- Grasp the different aspects needed to build an effective and flexible Salesforce security model

▶Key Features
- Understand how to use core Salesforce objects for maximum efficiency
- Build various dashboards and reports to analyze results and improve visibility in your business processes
- Learn the basics of Salesforce administration and mobile app set up

▶Who This Book Is For
This book is for anyone interested in learning Salesforce as a user and/or as an admin. No prior knowledge of Salesforce is needed. We assume the reader has a basic understanding of sales, services, and marketing business processes.

목차

▶TABLE of CONTENTS
▷ Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
1. Getting Started with Salesforce and CRM
2. Understanding Salesforce Activities
3. Creating and Managing Leads
4. Business Development with Accounts and Contacts
5. Using Opportunities Effectively
6. Achieving Business Goals Using Campaigns
7. Enhancing Customer Service Using Cases
8. Business Analysis Using Reports and Dashboards
▷ Section 2: Salesforce Administration
9. Setup and Configuration
10. An Overview of Sharing and Visibility
11. Using Sandboxes and Change Sets
12. Configuring Objects for Your Business
13. Third-Party Applications and Salesforce Mobile
▷ Section 3: Automating Business Processes Using Salesforce
14. Understanding the Workflow Rules
15. Implementing Process Builder
16. Approval Processes
17. Assignment Rules

책 속으로

▶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.

출판사 서평

▶ Preface
This book will explain Salesforce's functionality within the context of business use cases for end users and admins. The book has been divided into three sections. The first section will take a deep dive into sales, services, and marketing and explains how users in these departments can utilize the Salesforce CRM to maximize efficiency and provide a 360-degree view of constituents.

Next, we will cover the basics of Salesforce administration as a starting point for any aspiring admin. Finally, we will take a deep dive into the automation features that are most frequently used by Salesforce admins on a day-to-day basis.

All of these together will help us understand the various tools and features of Salesforce and help us gain an overview of how it works.

작가정보

저자(글) Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 80 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor.