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

Creating and using sandboxes

When working day to day as an admin, it is important that you do not make changes that can disrupt your active users. For this reason, we create and test new features in sandboxes. Sandboxes are environments that are isolated from your production Salesforce environment. This means you can make and test changes and they will have no impact whatsoever on your live users. In this section, we will introduce a business use case and learn how to create a sandbox.

Business use case

You are the Salesforce admin at XYZ Widgets. You have some configuration and automation ideas that you would like to build and test, but you don’t want to cause any interruptions in the live production organization. You decide to create a sandbox to complete and test your work. Once the work has been completed and tested, you will push it to production using change sets. Let’s see how all of this works.

Creating a sandbox

When you create a sandbox, all...