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 Data Modeling to Configure Objects for Your Business

One of the core features of using Salesforce is declarative development, also known as clicks, not code. This feature allows admins to build on the platform without actually having to write code. Admins have the ability to build custom objects to hold the necessary data and configure these custom objects for a business use case. By adding fields and different layouts to the objects, admins give end users the ability to easily interact with the objects as required for their day-to-day work. This process is known as data modeling.

In this chapter, we will cover the following topics in detail:

  • Salesforce data modeling
  • Creating custom objects
  • Creating custom fields
  • Creating and using page layouts
  • Creating and using record types
  • Utilizing the created customizations

With the help of these topics, you will be able to understand data modeling concepts, the use case for creating...