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

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...