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

Creating custom objects

As we discussed in the first section of this book, there are several standard objects, such as Accounts, Contacts, Opportunities, Leads, and Cases, all of which are part of the foundations for customer relationship management and sales.

Outside these core objects, there may be other use cases where you’ll need to create new custom objects to handle a business use case. Objects, also known as database tables, allow you to build the infrastructure needed to store this information. Objects are similar to spreadsheets, where the object is the tab, the columns are the fields, and the rows are the actual data that’s created and inserted into these objects. Let’s take a look at a business use case where you may need to create a custom object.

Business use case

You are the Salesforce admin at XYZ Widgets. A business use case has come up where your manager has asked you to track the Salesforce certifications held by the customers that...