Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, 2nd Edition
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Author
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Packt Publishing
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
Review
"This book is the perfect resource for someone to get started with Salesforce. Sharif and Timothy have done a great job in laying out the foundations for Salesforce in this book. The book provides you with a comprehensive introduction to Salesforce. It provides a practical and fundamental-based approach making it a great book for beginners. The book also includes a few chapters that are slightly more complex toward the conclusion of the book leaving you with a strong base to learn and explore further."
--Amit Chaudhary, Salesforce MVP (Salesforce Technical Architect)
"As the book explains, this is targeted to people who are "new to Salesforce and learning from scratch" and it does hit that mark. It is a step-by-step guide for those who want to know "What is Salesforce?" and may not have any technical reference on the Salesforce platform.
The context of the book takes us on a "standard" sales organization that uses Sales Cycles with Stages, Leads, Campaigns, Accounts, and Contacts. Many organizations don't follow the cookie-cutter pattern that the book lays out, but it is a great starting point to understand the capabilities of the CRM functionality of Sales Cloud.
New in the 2nd edition, is a deep dive into Flows, which is a great addition and worth the time to read. I found this section of the book to be very valuable and will refer to this in the future.
Overall, I am glad this resource is available to new and growing Salesforce Users. Thank you, Sharif!"
--Stuart Edeal, Salesforce MVP (Lead Salesforce Solution Architect)
"This book is a must-read for anyone new to Salesforce. It gives the basics of using and customizing Salesforce so that you can manage your sales, marketing, and customer relationships. It's thorough without being overwhelming and is a great reference for folks who have been using Salesforce for a bit. I highly recommend this book!"
--Amber Boaz, Salesforce MVP (Salesforce Certified Application Architect)
About the Author
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.
- 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
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
- Getting Started with Salesforce and CRM
- Understanding Salesforce Activities
- Creating and Managing Leads
- Business Development with Accounts and Contacts
- Driving the Sales Cycle with Opportunities
- Achieving Business Goals Using Campaigns
- Enhancing Customer Service with Cases
- Business Analysis Using Reports and Dashboards
- Setup and Configuration
- An Overview of Sharing and Visibility
- User Management and Data Security
- Managing Projects with Sandboxes and Change Sets
- Using Data Modeling to Configure Objects for Your Business
- Lightning Experience Customization
- Extending Functionality with Third-Party Applications and Salesforce Mobile
- Salesforce Flow
- Approval Processes
- Assignment Rules
- Data Integrity with Formulas and Validations
- Testing and Debugging
