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

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Using different types of sandboxes

There are four types of sandboxes:

  • Developer
  • Developer Pro
  • Partial Copy
  • Full Copy

Each type of sandbox has different features and possible uses within the business. Their main differences have to do with how long an interval they have between refreshing, as well as capacity differences and different sandbox features. Let’s take a look at these types and the differences between them in the following sections.

Developer sandboxes

Developer sandboxes are the most common types of sandboxes. There is no extra fee for this sandbox and it can be refreshed daily. This sandbox has a capacity of 200 MB and includes Configuration, Apex & Metadata, and All Users from the production organization. The most common use case for this sandbox is for coding since you have to build code in a sandbox in order to push it to production. It can also be used to make configuration changes, as well as to test those changes...