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

Customizing personal settings

To round out our general overview, let’s take a look at some personal settings:

  1. To access your personal settings options, click on the profile picture in the upper-right corner of your screen, then click on Settings:
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    Figure 1.14: Finding Settings in the profile pane

    On this page, you will see all of your options under a set of categories on the left-hand side:

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    Figure 1.15: Categories on the Settings page

  1. Under each one of these categories, you will find some personal customization options. Under My Personal Information, you have the option to add the following information:
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    Figure 1.16: Expanding the My Personal Information category in Settings

    Below, we will go through the personal information options outlined in the above screenshot:

    • Advanced User Details: This page contains the fields on your user record that you can edit.
    • Approver...