Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Learning Hub

Free Learning

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

Leave a review - let other readers know what you think

Technical requirements

For this chapter, make sure you log in to your development org and follow along with the examples. You will need to enable Contacts to Multiple Accounts for the relationships feature to work:

https://trailhead.salesforce.com/en/content/learn/modules/admin_intro_accounts_contacts/admin_intro_accounts_contacts_relationships

The rest of the chapter is locked

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at $19.99/month. Cancel anytime

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