0

Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

Salesforce for Beginners

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

Section 3: Automating Business Processes Using Salesforce

In this section, we will discuss the tools that are available to you to automate business processes. These tools include workflow rules, Process Builder, approvals, assignment rules, flows, and custom development.

This section covers the following chapters:

Chapter 14, Understanding the Workflow Rules
Chapter 15, Implementing Process Builder
Chapter 16, Approval Processes
Chapter 17, Assignment Rules

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

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

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

Other recommended products

Related to this chapter

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Salesforce Platform App Builder Certification Guide

Salesforce Platform App Builder Certification Guide

The Salesforce Platform App Builder Certification Guide covers the essential topics and fundamental concepts that you need to master in order to design and build applications that support business processes within the Lightning Platform.

Nov 2020 13h 44m

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

The Salesforce market is booming right now; employers have recognized the value that Salesforce experts add to an organization and want to hire them over their counterparts. This book will equip you with the tools you need to build a successful career in Salesforce administration and, moreover, it will help you crack the Advanced Admin Certification Examination.

Mar 2017 13h 44m

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

The Salesforce market is booming right now; employers have recognized the value that Salesforce experts add to an organization and want to hire them over their counterparts. This book will equip you with the tools you need to build a successful career in Salesforce administration and, moreover, it will help you crack the Advanced Admin Certification Examination.

Mar 2017 13h 44m

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

The Salesforce market is booming right now; employers have recognized the value that Salesforce experts add to an organization and want to hire them over their counterparts. This book will equip you with the tools you need to build a successful career in Salesforce administration and, moreover, it will help you crack the Advanced Admin Certification Examination.

Mar 2017 13h 44m

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

The Salesforce market is booming right now; employers have recognized the value that Salesforce experts add to an organization and want to hire them over their counterparts. This book will equip you with the tools you need to build a successful career in Salesforce administration and, moreover, it will help you crack the Advanced Admin Certification Examination.

Mar 2017 13h 44m

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

The Salesforce market is booming right now; employers have recognized the value that Salesforce experts add to an organization and want to hire them over their counterparts. This book will equip you with the tools you need to build a successful career in Salesforce administration and, moreover, it will help you crack the Advanced Admin Certification Examination.

Mar 2017 13h 44m

Personalised recommendations for you

Based on your interests and search pattern

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Mastering Python Design Patterns

Mastering Python Design Patterns

Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.

May 2024 9h 52m

System Programming Essentials with Go

System Programming Essentials with Go

From file operations to process management and network programming, this hands-on guide equips software engineers with the skills to build efficient, reliable applications and optimize their performance.

Jun 2024 13h 36m

Modern Python Cookbook

Modern Python Cookbook

The new edition of Modern Python Cookbook provides over 130 recipes for solving real-world problems with Python. Updated for Python 3.12 with new recipes and chapters. This practical guide will enhance your skills and teach you advanced techniques.

Jul 2024 27h 16m

The Ultimate Zoom Cookbook

The Ultimate Zoom Cookbook

This cookbook is an in-depth guide to using Zoom effectively. You'll be able to follow each recipe easily to harness the power of the communication and collaboration tools in Zoom.

May 2024 11h 20m

Enterprise Architecture with .NET

Enterprise Architecture with .NET

This book will help you create applications that integrate correctly into complex and ever-changing information systems. You'll execute this by using industry standards that reduce the app's technical debt and elevate software development practices.

May 2024 25h 44m

Salesforce B2C Solution Architect's Handbook

Salesforce B2C Solution Architect's Handbook

Discover how Salesforce Customer 360 unifies Marketing Cloud, B2C Commerce, Data Cloud, and Service Cloud into one solution, and learn the capabilities, integration options, limitations, and workflows to create value for your organization.

May 2024 15h 28m

Systems Programming with C# and .NET

Systems Programming with C# and .NET

Unlock the full potential of C# and .NET Core in systems programming to secure, deploy, and maintain robust applications. With this book, you'll focus on low-level APIs, memory management, and performance optimization.

Jul 2024 15h 48m

Technical Program Manager's Handbook

Technical Program Manager's Handbook

Unlock the full potential of your career as a TPM with this comprehensive guide, featuring new chapters on AI and more. Learn advanced techniques and gain insights from industry leaders. Elevate your skills and thrive in the Big Five tech companies.

Sep 2024 12h 16m

Microsoft Power Pages in Action

Microsoft Power Pages in Action

Packed with real-world examples, low-code coding techniques, and insights into crafting responsive pages, automating apps, and enhancing virtual agents, Microsoft Power Pages in Action is a valuable resource for building feature-rich web apps.

Jun 2024 11h 40m