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

Managing Projects with Sandboxes and Change Sets

One of the key things when it comes to effectively managing projects on the Salesforce platform is understanding sandboxes. A sandbox is a copy of your organization in a separate environment that you can use for a variety of purposes, such as testing and training. It also helps to understand how the right environment management strategy can help you ensure your code and configuration have been built and tested with quality before being deployed to your production environment. These changes are then deployed from a sandbox to your production environment using change sets.

We will cover the following topics in this chapter:

  • Creating and using sandboxes
  • Using different types of sandboxes
  • Creating change sets
  • Deploying change sets

With the help of these topics, you will be able to understand how to create sandboxes, as well as knowing which type of sandbox to create. You will also learn how to build...