Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

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)
21
Assessment
22
Other Books You May Enjoy
23
Index

Differentiating Salesforce Classic and Lightning

Over the years, Salesforce has had a few UI makeovers to keep up with the latest trends in usability and design. The latest, and by far the biggest, UI change Salesforce has carried out is the introduction of Salesforce Lightning in 2015. This was a fundamental change to the look and feel that Salesforce users were used to and brought with it many new features that are only available on Lightning. Some of these features include the following:

  • A modern UI
  • The Lightning Component framework, which allows developers to build responsive applications for any device with less effort

Many organizations that have used Salesforce for a long time either plan to migrate, or have already migrated, to Lightning. When Lightning was released, the older Salesforce UI was renamed Salesforce Classic to differentiate between the two. The following screenshots show the exact same page in Salesforce Classic and Salesforce Lightning...