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

Summary

In this chapter, we introduced sandboxes and how to create them. We discussed the four types of sandboxes, their differences, and how each type is used for different purposes. The purpose of any sandbox, ultimately, is to build and configure features without disrupting the production environment. We saw that once we are done building these features in a sandbox, we can use change sets to move their features.

By doing this, we learned how to create change sets, how to upload the change sets to production, and how to deploy the change sets. These skills will help you build and test your configuration and automation features in a safe environment where you cannot disrupt users. After this, you can push those features to users with the confidence that they will work in production.

In the next chapter, we will learn about some of the most common configuration changes we need to make when configuring objects for our businesses.