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.

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Table of Contents (24 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
1
Getting Started with Salesforce and CRM
Getting Started with Salesforce and CRM
What is Salesforce CRM?
Differentiating Salesforce Classic and Lightning
Navigating Salesforce
App Launcher
Exploring search options
Using list views
Salesforce Chatter
Customizing personal settings
Summary
Questions
Further reading
Free Chapter
2
Understanding Salesforce Activities
Understanding Salesforce Activities
Technical requirements
Navigating to activities
Creating events and calendar entries
Sending emails and email integration options
Summary
Questions
Further reading
3
Creating and Managing Leads
Creating and Managing Leads
Technical requirements
Understanding leads
Exploring the Lead Status field
Understanding how lead conversion takes place
Working on forms with Web-to-Lead
Setting up auto-response rules
Lead settings and lead processes
Summary
Questions
Further reading
4
Business Development with Accounts and Contacts
Business Development with Accounts and Contacts
Technical requirements
Understanding how accounts work
Understanding contacts
Understanding relationships
Summary
Questions
Further reading
5
Driving the Sales Cycle with Opportunities
Driving the Sales Cycle with Opportunities
Technical requirements
Understanding opportunities
Understanding opportunity stages and the sales path
Adding contact roles for opportunities
Organizing products and price books
Creating quotes
Determining forecasts
Summary
Questions
Further reading
6
Achieving Business Goals Using Campaigns
Achieving Business Goals Using Campaigns
Technical requirements
Creating campaigns
Adding campaign members
Managing marketing with campaign hierarchies
Improving campaign functionality with third-party apps
Summary
Questions
Further reading
7
Enhancing Customer Service with Cases
Enhancing Customer Service with Cases
Technical requirements
Introducing cases
Understanding case status
Creating escalation rules
Using Web-to-Case to generate case capture forms
Setting up Email-to-Case
Summary
Questions
Further reading
8
Business Analysis Using Reports and Dashboards
Business Analysis Using Reports and Dashboards
Technical requirements
Creating reports to understand data
Using grouping to create report types
Adding a chart to a report
Summary
Questions
Further reading
9
Setup and Configuration
Setup and Configuration
Technical requirements
Navigating to the Setup page
Delving into the ADMINISTRATION section
Exploring the PLATFORM TOOLS section
Understanding the SETTINGS section
Using the Object Manager tab
Summary
Questions
Further reading
10
An Overview of Sharing and Visibility
An Overview of Sharing and Visibility
Technical requirements
Using organization-wide defaults
Understanding the role hierarchy
Applying sharing rules
Setting team access
Setting profile access
Using permission sets
System and user permissions, implicit sharing, and Apex sharing
Summary
Questions
Further reading
11
User Management and Data Security
User Management and Data Security
Technical requirements
Creating users
Understanding record ownership
Record ownership and data security
Understanding ownership skew
Summary
Questions
Further reading
12
Managing Projects with Sandboxes and Change Sets
Managing Projects with Sandboxes and Change Sets
Technical requirements
Creating and using sandboxes
Using different types of sandboxes
Creating change sets
Deploying change sets
Summary
Questions
Further reading
13
Using Data Modeling to Configure Objects for Your Business
Using Data Modeling to Configure Objects for Your Business
Technical requirements
Salesforce data modeling
Creating custom objects
Creating custom fields
Creating and using page layouts
Creating and using record types
Utilizing the created customizations
Summary
Questions
Further reading
14
Lightning Experience Customization
Lightning Experience Customization
Technical requirements
Lightning pages overview
Summary
Questions
Further reading
15
Extending Functionality with Third-Party Applications and Salesforce Mobile
Extending Functionality with Third-Party Applications and Salesforce Mobile
Technical requirements
Discovering third-party applications
Configuring Salesforce Mobile using a QuickStart
Summary
Questions
Further reading
16
Salesforce Flow
Salesforce Flow
Technical requirements
What is a flow?
Introducing flow types
Understanding Flow Builder elements
Testing a flow
Example 1: screen flow
Example 2: record-triggered flow
Best practices and more
Summary
Questions
Further reading
17
Approval Processes
Approval Processes
Technical requirements
Creating an approval process
Adding entry criteria and approver selection
Adding actions and viewing the approval steps
Enabling email approvals
Business use case
Summary
Questions
Further reading
18
Assignment Rules
Assignment Rules
Technical requirements
Creating lead assignment rules
Creating a queue
Creating case assignment rules
Assignment rules in action
Summary
Questions
Further reading
19
Data Integrity with Formulas and Validations
Data Integrity with Formulas and Validations
Technical requirements
Overview of formulas
Understanding validation rules
Summary
Questions
Further reading
20
Testing and Debugging
Testing and Debugging
Technical requirements
Understanding the path to production
Understanding testing types
Using debug logs
Summary
Questions
Further reading
21
Assessment
Assessment
22
Other Books You May Enjoy
Other Books You May Enjoy
23
Index
Index

Using organization-wide defaults

The first decision that needs to be made, as mentioned in the introduction, is whether you want to have an open organization, where all data is visible and editable by everyone, or whether any data needs to be restricted from being viewed or edited by certain people. Let's see how this works with a use case.

A business use case

You are the Salesforce admin for XYZ Widgets. You need to limit the visibility of accounts to account owners and their managers only. The first step is to make sure the organization-wide (org-wide) default settings for the account objects are set to private.

Setting up org-wide defaults

Org-wide defaults allow you to adjust these settings on an object-by-object basis. The following org-wide defaults are available for standard and custom objects:

  • Private: This means the records in the object are only visible to and can only be edited by the record owner and anyone above the record owner in the role hierarchy (we will cover...
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