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Salesforce for Beginners

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

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

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

Summary

In this chapter, we learned what an assignment rule is and how to create a lead and a case assignment rule. We learned what queues are and how to assign records to queues using assignment rules. We also understood what rule entries are and how to create multiple rule entries for a single assignment rule. Then, we applied these skills to real-life use cases to help you understand how assignment rules are used within the context of a business.

With the use of these skills, you should be able to come up with technical solutions for the record assignment requirements that come from your users. This brings the automation section of this book to a close.

With this final chapter, we have completed this book and tried to cover as many use cases and examples as possible. I hope that this encourages you to continue your journey with Salesforce and experiment with more use cases...

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