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Salesforce for Beginners
Salesforce for Beginners

Salesforce for Beginners: A step-by-step guide to creating, managing, and automating sales and marketing processes

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Profile Icon Sharif Shaalan
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NZ$62.99 NZ$70.99
Full star icon Full star icon Full star icon Full star icon Half star icon 4.5 (25 Ratings)
eBook May 2020 472 pages 1st Edition
eBook
NZ$62.99 NZ$70.99
Paperback
NZ$87.99
Subscription
Free Trial
Arrow left icon
Profile Icon Sharif Shaalan
Arrow right icon
NZ$62.99 NZ$70.99
Full star icon Full star icon Full star icon Full star icon Half star icon 4.5 (25 Ratings)
eBook May 2020 472 pages 1st Edition
eBook
NZ$62.99 NZ$70.99
Paperback
NZ$87.99
Subscription
Free Trial
eBook
NZ$62.99 NZ$70.99
Paperback
NZ$87.99
Subscription
Free Trial

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Salesforce for Beginners

Getting Started with Salesforce and CRM

Once upon a time, before Facebook and iPhones, businesses ran their operations using on-premises software. These operations included managing customers and their interactions with the sales, customer service, and marketing departments of the organization. On-premises meant that the servers that ran this software were within the physical infrastructure of the business. Having the servers onsite meant huge maintenance and upkeep costs, as well as long deployment times for the smallest of changes. In 1999, Marc Benioff and his co-founders started Salesforce.com. As Benioff states in his book, Behind the Cloud, the idea was to make software easier to purchase, simpler to use, and more democratic, without the complexities of installation, maintenance, and constant upgrades. Salesforce was at the forefront of Software as a Service (SaaS) and cloud computing.

Fast-forward to 2019, when Salesforce.com reported $13.3 billion in total revenue in FY 2018 and is now constantly expanding the platform and acquiring new companies. This led to the Salesforce economy, which Salesforce projects to have created 3.3 million jobs by 2022. How did Salesforce get to this point? It started as a Customer Relationship Management (CRM) tool; then, over the years, it morphed into a powerful business platform with various clouds, including Sales Cloud, Service Cloud, Marketing Cloud, Analytics Cloud, Community Cloud, and many more.

In this book, we will focus on Sales Cloud and Service Cloud. These two clouds contain all of the core CRM functionality, which is the foundation of all the other clouds and sets up the path for you as the end user or aspiring admin to continue learning.

Salesforce is a platform to build your entire business on. Don't let the word sales mislead you. The platform supports the ability to manage all aspects of a business, including sales, customer service, marketing, finance, and much more, through out-of-the-box functionality and customization.

In this chapter, we will cover the following topics:

  • Understanding the core concepts of CRM
  • Understanding the difference between Salesforce Lightning and Salesforce Classic
  • Learning how to navigate Salesforce
  • Learning about the different search options
  • Learning how to use list views across all objects
  • Learning what Salesforce Chatter is and how to use it in your organization
  • Learning the personal settings options available to end users
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Key benefits

  • 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

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.

Who is this book for?

If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.

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

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : May 29, 2020
Length: 472 pages
Edition : 1st
Language : English
ISBN-13 : 9781838987008
Vendor :
Salesforce
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Product Details

Publication date : May 29, 2020
Length: 472 pages
Edition : 1st
Language : English
ISBN-13 : 9781838987008
Vendor :
Salesforce
Category :
Concepts :

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Table of Contents

22 Chapters
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management Chevron down icon Chevron up icon
Getting Started with Salesforce and CRM Chevron down icon Chevron up icon
Understanding Salesforce Activities Chevron down icon Chevron up icon
Creating and Managing Leads Chevron down icon Chevron up icon
Business Development with Accounts and Contacts Chevron down icon Chevron up icon
Using Opportunities Effectively Chevron down icon Chevron up icon
Achieving Business Goals Using Campaigns Chevron down icon Chevron up icon
Enhancing Customer Service Using Cases Chevron down icon Chevron up icon
Business Analysis Using Reports and Dashboards Chevron down icon Chevron up icon
Section 2: Salesforce Administration Chevron down icon Chevron up icon
Setup and Configuration Chevron down icon Chevron up icon
An Overview of Sharing and Visibility Chevron down icon Chevron up icon
Using Sandboxes and Change Sets Chevron down icon Chevron up icon
Configuring Objects for Your Business Chevron down icon Chevron up icon
Third-Party Applications and Salesforce Mobile Chevron down icon Chevron up icon
Section 3: Automating Business Processes Using Salesforce Chevron down icon Chevron up icon
Understanding the Workflow Rules Chevron down icon Chevron up icon
Implementing Process Builder Chevron down icon Chevron up icon
Approval Processes Chevron down icon Chevron up icon
Assignment Rules Chevron down icon Chevron up icon
Assessments Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.5
(25 Ratings)
5 star 80%
4 star 0%
3 star 8%
2 star 12%
1 star 0%
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Whizzer Jul 22, 2020
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I liked the diagrams - great help. I could have done with a Chapter 0 for the real beginner!
Amazon Verified review Amazon
Vanessa Jul 26, 2020
Full star icon Full star icon Full star icon Full star icon Full star icon 5
The book is so well explained, I understood things I was confused easily. Thanks again Sharif!Best,Maureen
Amazon Verified review Amazon
Chelsea22266 Jun 16, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I was so surprised at how much effort was put into this book. Not to mention how much I learned. I am taking my cert exam in 2 days and I am so thankful I found this book-- just wish I would've found it sooner! Thank you so much
Amazon Verified review Amazon
Yaya Jul 08, 2020
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is concise and easy to follow. Perfect for beginners to get started on the platform, and as a reference for not-so-newbies!
Amazon Verified review Amazon
Timothy E. AY Jun 13, 2020
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Sharif has done an excellent job of taking an extensive and complex subject and breaking it down in a way that makes the information easily digestible for someone new to Salesforce. The material is laid out so that you can start from the beginning and read through to the end with each chapter building upon the understanding of the previous chapters. For those that are more experienced, the book makes an excellent reference so that you can go directly to the section on assignment rules or lookup specifics on change sets quickly and easily.While there are many books on Salesforce, I feel that one of the important things that Sharif has done is repeatedly incorporate the “business use case” with all of the various components and functionality he presents in the book. This weaving of “the how of the technology” with the “why of the business” is one of the differentiators that makes a truly successful Salesforce Administrator.
Amazon Verified review Amazon
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