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

Understanding record ownership

Record ownership is central to the access capabilities built into the Salesforce platform. This ownership allows you to specify which users should be able to access specific records. Every record created in Salesforce has an owner. An owner is a user in the system (such as the user we created in the previous section). At a minimum, the record owner would have access to the record they own. This access can then be expanded to other users using various sharing and visibility features that were covered in Chapter 10, An Overview of Sharing and Visibility. All organizations have some level of independent work, ad hoc collaboration, and structured collaboration. These use cases are all covered by record ownership and sharing features built into the Salesforce platform. Figure 11.5 below shows the record owner field, in this case, Account Owner. The owner field on all objects determines who the owner of the record is.

The only exception to this...