Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, 2nd Edition

Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective.

Purchase of the print or Kindle book includes a free eBook in the PDF format.

Key Features

• Enhanced with reader feedback and updated with the latest UI for efficient learning
• Learn how to use Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platform
• Become familiar with the basics of Salesforce administration and mobile app setup

Book 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

This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, 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 will know how to manipulate Salesforce to achieve your business goals

What you will learn

• Explore business development with leads, 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
• Practice automating business processes with Salesforce Flow
• Gain a high-level overview of the items in the administration section
• Grasp the different aspects needed to build an effective Salesforce security model

Who this book is for

If you are new to Salesforce and want to learn it from scratch, an administrator looking to build your Salesforce skills, or a student looking to start a career in Salesforce, this book is for you. No prior knowledge of the Salesforce is required to get started with this book

Table of Contents

1. Getting Started with Salesforce and CRM
2. Understanding Salesforce Activities
3. Creating and Managing Leads
4. Business Development with Accounts and Contacts
5. Driving the Sales Cycle with Opportunities
6. Achieving Business Goals Using Campaigns
7. Enhancing Customer Service with Cases
8. Business Analysis Using Reports and Dashboards
9. Setup and Configuration
10. An Overview of Sharing and Visibility
11. User Management and Data Security
12. Managing Projects with Sandboxes and Change Sets
13. Using Data Modeling to Configure Objects for Your Business
14. Lightning Experience Customization
15. Extending Functionality with Third-Party Applications and Salesforce Mobile
16. Salesforce Flow
17. Approval Processes
18. Assignment Rules
19. Data Integrity with Formulas and Validations
20. Testing and Debugging

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<br /><br />Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.