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

Salesforce Chatter

Chatter is a real-time collaboration tool within Salesforce. Think of it as Facebook within your organization. You have your own profile, and you can share updates, create Groups (label 1 of Figure 1.11), upload Files (label 2), keep track of Followers (label 3), set yourself to be Following other users (label 4), and much more! You can access your profile by clicking on the icon on the upper-right side of the page or by clicking on the People tab:

Graphical user interface, application  Description automatically generated

Figure 1.11: Profile details including Groups, Files, Followers, and Following on Salesforce Chatter

If you scroll down on your profile, you will see your feed:

Graphical user interface, application  Description automatically generated

Figure 1.12: Filters and Sort by options on the Chatter feed

The feed includes any posts you have made, any posts you follow, or updates to tracked fields on records you follow. The actions can be customized to include more than the post, poll, and question action.

If you click on the Chatter tab, you get an expanded view of the feed...