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

Exploring search options

At the top of the page, you will notice the global search bar. This allows you to enter any search term and returns any objects where that term is included. In the following example, I searched for grand hotels. Notice that Salesforce returns the Accounts, Opportunities, and Contacts where this term is present:

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Figure 1.5: Searching for a business also shows any Opportunities or Contacts related to that account

Once you have looked at the top results, you can narrow the search down to a specific object and refine the search further, if needed:

Graphical user interface, text, application  Description automatically generated

Figure 1.6: Using the SEARCH RESULTS menu on the left side of the screen to filter results

In the preceding example, I narrowed the search down to the Opportunity object and further refined the search by setting the Stage filter under Opportunities to Closed Won.