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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

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.

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

What do you get with Print?

Instant access to your digital copy whilst your Print order is Shipped

Paperback book shipped to your preferred address

Redeem a companion digital copy on all Print orders

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

Frequently bought together

€44.99

Becoming a Salesforce Certified Technical Architect

€74.99

Salesforce Lightning Platform Enterprise Architecture

€41.99

Total € 161.97

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Whizzer Jul 22, 2020

I liked the diagrams - great help. I could have done with a Chapter 0 for the real beginner!

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Vanessa Jul 26, 2020

The book is so well explained, I understood things I was confused easily. Thanks again Sharif!Best,Maureen

Chelsea22266 Jun 16, 2022

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

Yaya Jul 08, 2020

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!

Timothy E. AY Jun 13, 2020

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.

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

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