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

Deploying change sets

Before you can deploy a change set, you have to set up a deployment connection between the source organization (sandbox) and the target organization (production), or a connection from one sandbox to another if you have that use case. You can do this by going to the deployment connections in the target organization and allowing inbound change sets.

Under the Deploy tab, click on Deployment Settings in the target organization:

Graphical user interface, text, application, email  Description automatically generated

Figure 12.10: Navigating to Deployment Settings from the Home tab

As you can see, some production data has been masked. Let’s take a closer look at this screen:

  1. Under Upload Authorization Direction, you can set up the organization so that it receives inbound change sets from the target organization. Once you’ve set this connection up, you’ll be ready to deploy a change set to production.
  2. After clicking Upload on the outbound change set in the source organization, it will take up to 30...