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

App Launcher

On the upper left-hand side of the page, you will notice a few tiles under the cloud icon. These tiles take you to App Launcher, where you can access various apps in your Salesforce instance:

Graphical user interface, application  Description automatically generated

Figure 1.4: Sales and Marketing apps on the App Launcher, and the collapsible menu for All Items

Apps are a collection of tabs that can be customized. Changing the apps will change the tabs you see in your navigation. Some good examples of things you will see when you click on this tile are the Sales and Marketing apps. The Sales app has tabs such as Leads, Contacts, Opportunities, and others that are used for the sales process.

The Marketing app has these same tabs, along with the Campaign tab, which is heavily used in marketing. You will also see All Items, which shows you all the objects in case you need to access one of them and it is not a part of the specific app you have chosen.