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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

Chapter 14

  1. What are the three types of evaluation criteria?
  • Created, Created and every time it's edited, and Created and any time it's edited to subsequently meet the criteria.
  1. What are the two options for adding rule criteria?
  • If the criteria are met or if a formula evaluates to true.
  1. What are outbound messages used for?
  • Outbound messages are used to send messages with field updates to external systems if a field is changed in Salesforce.
  1. On the field update section, what do the Re-evaluate Workflow Rules after Field Changes checkbox do?
  • If another workflow rule uses the new field value as a rule criterion, it will be triggered when this new field update is made.
  1. What are time-based workflow actions?
  • Time-dependent workflow actions provide the same four types as immediate workflow actions. The difference is that time-dependent workflow actions...
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