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

Using list views

List views are one of the most useful tools available to Salesforce end users. They allow you to sort, prioritize, and analyze records that are important to you within a given object using filter criteria.

You will notice that whenever you click on a tab that is connected to an object, you will always land on a default view called Recently Viewed. This view shows any records you have recently worked on:

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Figure 1.7: Recently viewed accounts appearing in a list

You can also use the pinning option to change the default view from Recently Viewed to any other view you choose to be the default. You can create as many list views as you need to help facilitate your work as long as you have the required permissions. For example, let’s say you are an account manager and you only work with accounts in California. Let us see how to build this:

  1. Click on New to create a new list view:
Graphical user interface, application  Description automatically generated

Figure 1.8: Creating a new list view

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