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You're reading from Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

Product type Paperback

Published in May 2020

Publisher Packt

ISBN-13 9781838986094

Length 472 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Sharif Shaalan

View More author details

Table of Contents (23) Chapters

Preface

1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management

2. Getting Started with Salesforce and CRM FREE CHAPTER

3. Understanding Salesforce Activities

4. Creating and Managing Leads

5. Business Development with Accounts and Contacts

6. Using Opportunities Effectively

7. Achieving Business Goals Using Campaigns

8. Enhancing Customer Service Using Cases

9. Business Analysis Using Reports and Dashboards

10. Section 2: Salesforce Administration

11. Setup and Configuration

12. An Overview of Sharing and Visibility

13. Using Sandboxes and Change Sets

14. Configuring Objects for Your Business

15. Third-Party Applications and Salesforce Mobile

16. Section 3: Automating Business Processes Using Salesforce

17. Understanding the Workflow Rules

18. Implementing Process Builder

19. Approval Processes

20. Assignment Rules

21. Assessments

22. Other Books You May Enjoy

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Questions

What is the main use case for Salesforce Cases?
Why is case status so important?
What is an example of when a case may be escalated?
Why is there an order field on case Escalation rule entries?
Why do you need to generate HTML code for Web-to-Case?
What is a use case for using Email-to-Case?
What happens if you don't set up On-Demand Service?
Why is it important to verify your email address when setting up Email-to-Case?

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Authors (1)

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 100 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

See other products by Sharif Shaalan