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 fields

Now that we have created our custom Certification object, the next step is to create the fields that will capture information on these objects. The first and most important field to create will be the relationship field so that we can connect Certifications to Contacts.

By going to the Setup | Object Manager tab, you can see how we begin the process of creating this field:

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Figure 13.8: List of fields and an option to add a new field to the custom object

As shown in the preceding screenshot, there are four fields that were automatically created when the object was created (1). These are Certification Number, Created By, Last Modified By, and Owner. To create a new field, click on New (2).

The following screenshot shows the New Custom Field page. Notice the description of each field type as you create the necessary fields:

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Figure 13.9: Selecting the data type when creating a custom field

As shown in the preceding screenshot, there...