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 and using page layouts

Page layouts are the user interfaces where we interact with the object and fields that we created. When looking at page layouts, there are two types to consider. The first is the Lightning page layout, which is used for configuring the layout for a record in the Lightning Experience and includes many usability options.

You can read more about Lightning page layout in the Further reading section at the end of this chapter, We will also cover this in more detail in Chapter 14, Lightning Experience Customization.

The second is the page layout related to the actual object. This is the page layout we will look at in this section. It maps directly to the Details section of a Lightning page’s layout.

Page layouts are used to display the fields related to objects and allow you to enter data into those fields. This gives admins the flexibility to show different page layouts to different users based on profiles and/or record types...