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Salesforce for Beginners

Salesforce for Beginners

By : Sharif Shaalan, Timothy Royer
4.7 (34)
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Salesforce for Beginners

Salesforce for Beginners

4.7 (34)
By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
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21
Assessment
22
Other Books You May Enjoy
23
Index

Understanding how lead conversion takes place

When you call Brenda, she seems very interested, which is a good sign! You decide to convert the lead.

When a lead is converted, something very important happens. The lead disappears from the system (It disappears only on the frontend, it is still available for reporting on the backend) and it turns into three records. It becomes an account, an opportunity, and a contact. All the information about the company goes to the account, the information about the person goes to the contact, and the information about the actual sale goes to the opportunity. This is an important step in the sales process since this is the point where you stop working with a lead and instead start working with an opportunity.

Let's look at how to convert a lead:

  1. To convert a lead, navigate to the lead record you created and click on Converted (see label 1 in the following screenshot), then click on Select Converted Status (see label 2 in the following screenshot...

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