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

Team access

Teams are a feature available on the account object and the opportunity object. For accounts, it is called account teams and for opportunities, it is called sales teams. Teams allow you to add users to specific accounts and opportunities. They consist of specific users and the record owner can set access to the record for each specific user.

A business use case

You are the Salesforce admin for XYZ Widgets. The sales manager wants an account team, which consists of an engagement manager and a support specialist, to have access to certain accounts. The account record owner should be able to add two users to the team and grant the engagement manager read-only access while granting the support specialist read/write access. Let's see how this works.

Using team access

Team-related lists are available on the account and opportunity objects when the teams feature is enabled. Let's take a look at what this looks like when adding team members to the account team in the...