Salesforce Administrator for Absolute Beginners (May 2024!)

Products in Salesforce

●Represents items or services a company sells.

●Stores data like product name, code, description, and price.

●Can be associated with price books for different pricing in various markets.

●Used in conjunction with opportunities to track potential and actual sales.

●Supports product schedules for revenue and quantity planning.

●Customizable with custom fields and record types for different product lines.

Price Books in Salesforce

●Price Books in Salesforce are used to manage different prices for products.

●They contain lists of products with associated prices, called Price Book Entries.

●Multiple price books can be created for various market segments or customer types.

●They support different currencies for international sales.

●Essential for quotes, sales orders, and opportunities to apply correct pricing.

●Customizable to include discounts, tiers, and special pricing for volume purchases.

Key Notes:

●Lead Conversion: The process of converting a prospect into a potential business opportunity.

●Creates Records: Converts Leads into three distinct records: Account, Contact, and Opportunity.

●Field Mapping: Allows custom fields from the Lead to be mapped to new records during conversion.

●Automation Triggers: Lead conversion can trigger workflows or other automation processes within Salesforce.

●Lead Preservation: The original Lead record is not deleted after conversion; it is preserved for reference.

●Conversion Rate: An important metric for measuring sales efficiency and effectiveness.

Here are the questions and topics that the video will demonstrate using the example of a property management app. Here are the things I will explain to you:

1. What is a leader in our business?
   - people who write or call us after seeing our property listing on Zillow

2. When do we convert a lead?
   - when the scheduled a showing time

3. Can we set up a lead assignment rule?
   - leads are assigned to a sales agent queue.

4. Setup the sales process for renting our properties
   - Showing
   - Interested
   - Verbal
   - Closed/Won

5. Setup the opportunity path for our renting our properties
   Embed hints, tips, and materials that help salespeople with each stage in the sales process.
   

Campaigns in Salesforce

●Campaigns track marketing initiatives and their impact on sales and leads.

●They can be linked to opportunities to measure ROI.

●Feature start and end dates, budget, and actual cost for financial tracking.

●Allow segmentation and targeting of specific audiences.

●Enable the organization of marketing activities by type, purpose, or other criteria.

●Provide analytics for the effectiveness of marketing efforts.

Can be integrated with email marketing and automation tools within Salesforce

Chatter

Salesforce’s real-time collaboration application lets users work together, talk to each other, and share information.

Public Group

• Visible to all users. Anyone can join.

Private Group

• Open only to group members. User must request to join a private group

Unlisted Group

• Invitation-only group. It does not appear in any list view or search result.

Some others are also available

• A group with a customer (external user)

• Broadcast only

Data and Analytics Management, you’ll learn to use the proper Salesforce tools to manage the full lifecycle of data in Salesforce from inception to insight. First, you’ll explore how to execute the most common Create-Read-Update-Delete data operations by leveraging the tools offered by Salesforce.

The following are the main topics covered in this section.

• Data Management

  • Data import wizard

  • Data export tool

  • Data loader

• Analytics Management

  • Reports

  • Dashboard

Data Import Wizard

The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and personal accounts. You can also import data for custom objects. You can import up to 50,000 records at a time.

Data Loader

It allows you to insert, update, upsert, delete, and export. You also get an increase from 50,000 max records with the import wizard, to 5,000,000. There are also a variety of backend settings which means this data loader can pretty much handle any scenario you throw at it.

Report

• A report is a powerful tool to analyze Salesforce data and answer the business question.

• The report type is used in creating the report.

Report Type

• Two types of report types, Standard & Custom.

• Report type determines which object and fields can be shown in the report.

• In the custom report type, we choose 1 primary object and up to 3 child object

Type of reports

• Tabular Report

  • The simplest type of report. Just like an Excel sheet.

• Summary Report

  • When we apply row-wise grouping on a tabular report, it becomes a summary report.

  • Most commonly used report.

• Matrix Report

  • When we apply row and column grouping both.

• Joined Report

  • Allows you to create 2 or more reports in the same display screen to compare data.

Dashboard

• A dashboard helps to show data from more than 1 report and represents it in a graphical way.

• 20 components can be added to the Dashboard.

• We can set people to view as data in the dashboard.

• If people view the set as a running user, it is known as a dynamic dashboard.

• Users can subscribe to the dashboard, to get information automatically.

Recycle Bin

How to Automate in Salesforce?

There are a few different automation options you can use to automate workflows in Salesforce. These include:

• Flows: Flows can also collect, update, edit, or create Salesforce data and interact with external programs and can be created without using any code. They can either run in the background as "auto-launched flows" or provide a user interface for tasks known as "screen flows."

• Salesforce Workflow: Salesforce Workflows are entirely a background automation process that interacts with Salesforce records.

• The Approval Process in Salesforce is an automotive process that approves records for Salesforce. As the process is automotive it works on certain criteria. The approval process may include rejection, recall, or the first-time approval submission.

With screen flows, Salesforce interacts with your users, asking questions and presenting information. Based on the user's answers, a screen flow can update data, send out communications, and show more questions or information.