Salesforce for Beginners
Sharif Shaalan更新时间：2021-06-24 16:17:06
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Title Page
Copyright and Credits
Salesforce for Beginners
Dedication
About Packt
Why subscribe?
Contributors
About the author
About the reviewer
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Code in Action
Download the color images
Conventions used
Get in touch
Reviews
Section 1: Salesforce for Sales Marketing and Customer Relationship Management
Getting Started with Salesforce and CRM
What is CRM?
Classic versus Lightning
Login and navigation
App Launcher
Search
List views
Salesforce Chatter
Personal settings
Summary
Questions
Further reading
Understanding Salesforce Activities
Technical requirements
Navigating to activities
Tasks
Business use case
Creating tasks
Logging a call
Business use case
Logging a call
Task List View
Viewing tasks on the home page
Creating events and calendar entries
Understanding Events
Business use case
Creating an event
Salesforce calendar
Sending emails and email integration options
Business use case
Sending an email
Using Gmail integration options
Using Outlook integration options
Summary
Questions
Further reading
Creating and Managing Leads
Technical requirements
Understanding leads
A business use case
Creating leads
Exploring the Lead Status field
Understanding how lead conversion takes place
Working on forms with web-to-lead
Setting up auto-response rules
Lead settings and lead processes
Using the lead settings
Using lead processes
Summary
Questions
Further reading
Business Development with Accounts and Contacts
Technical requirements
Understanding how accounts work
A business use case
Creating an account
Moving toward creating contacts
A business use case
Creating a contact
Understanding relationships
A business use case
Enabling relationships
Adding relationships
Removing relationships
Summary
Questions
Further reading
Using Opportunities Effectively
Technical requirements
Using opportunities
Business use case
Creating an opportunity
Using the opportunity stages and the sales path
Understanding contact roles
Using products and price books
Using quotes
Using forecasting
Summary
Questions
Further reading
Achieving Business Goals Using Campaigns
Technical requirements
Using campaigns
A business use case
Creating a campaign
Using campaign members
Adding leads as campaign members
Adding contacts as campaign members
Viewing the campaign history of leads and contacts
Sending the list of campaign members an email
Using campaign hierarchies
Using third-party apps with campaigns
Summary
Questions
Further reading
Enhancing Customer Service Using Cases
Technical requirements
Using Cases to enhance customer service
Business use case
Creating a Case
Using Case Status to drive the process
Using escalation rules for quicker case resolution
Using Web-to-Case to create cases
Using Email-to-Case to create Cases
Summary
Questions
Further reading
Business Analysis Using Reports and Dashboards
Technical requirements
Using reports to understand data
Business use case
Creating a report
Using grouping to create report types
Using grouping to create summary reports
Using grouping to create Matrix reports
Adding a chart to a report
Saving and running a report
Using dashboards to visualize data
Summary
Questions
Further reading
Section 2: Salesforce Administration
Setup and Configuration
Technical requirements
Navigating to the Setup page
Using the ADMINISTRATION section
Users
Data
Email
Using the PLATFORM TOOLS section
Apps
Feature settings
Einstein
Objects and Fields
Events
Process Automation
User Interface
Custom Code
Development
Environments
User Engagement
Integrations
Notification Builder
The SETTINGS section
Company Settings
Data Classification
Identity
Security
Optimizer
Using the Object Manager settings
Summary
Questions
Further reading
An Overview of Sharing and Visibility
Technical requirements
Using organization-wide defaults
A business use case
Setting up org-wide defaults
Role hierarchy
A business use case
Using the role hierarchy
Using sharing rules
A business use case
Applying sharing rules
Ownership-based sharing
Criteria-based sharing rules
Team access
A business use case
Using team access
Profiles
A business use case
Using profiles
Permission sets
A business use case
Using permission sets
Additional sharing and visibility features
System and user permissions
Implicit sharing
Apex sharing
Summary
Questions
Further reading
Using Sandboxes and Change Sets
Technical requirements
Creating and using sandboxes
Business use case
Creating a sandbox
Using different types of sandboxes
Developer sandboxes
Developer Pro sandboxes
Partial Copy sandboxes
Full Copy sandboxes
Creating change sets
Business use case
Creating change sets
Deploying change sets
Summary
Questions
Further reading
Configuring Objects for Your Business
Technical requirements
Creating custom objects
Business use case
Creating a custom object
Creating custom fields
Creating and using page layouts
Creating and using record types
Adding a certification to a contact
Summary
Questions
Further reading
Third-Party Applications and Salesforce Mobile
Technical requirements
Using third-party applications
Managed and unmanaged package applications
Business use case
Using Salesforce AppExchange
Installing third-party applications
Uninstalling third-party applications
Configuring Salesforce Mobile using the Mobile App Quickstart
Business use case
Summary
Questions
Further reading
Section 3: Automating Business Processes Using Salesforce
Understanding the Workflow Rules
Technical requirements
Creating workflow rules
Business use case
Creating workflow rules
Setting evaluation and rule criteria
Creating immediate workflow actions
Creating time-dependent workflow actions
Testing the workflow
Summary
Questions
Further reading
Implementing Process Builder
Technical requirements
Creating a process
Business use case
Creating a process
Adding an object and criteria
Setting immediate actions
Adding a second criteria
Setting scheduled actions
Finishing and testing our process
Process Builder best practice
Summary
Questions
Further reading
Approval Processes
Technical requirements
Creating an approval process
Business use case
Creating an approval process
Adding entry criteria and approver selection
Adding actions and viewing the approval steps
Enabling email approvals
The business use case in action
Summary
Questions
Further reading
Assignment Rules
Technical requirements
Creating lead assignment rules
Business use case
Creating lead assignment rules
Creating a queue
Business use case
Creating a queue
Creating case assignment rules
Business use case
Creating case assignment rules
Assignment rules in action
Summary
Questions
Further reading
Assessments
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
Chapter 17
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更新时间：2021-06-24 16:17:06