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

Adding a certification to a contact

Now that we have created a custom object, created custom fields, created a page layout, and created record types, let's learn how to add a Certification to a Contact:

  1. Navigate to the Contacts tab (1), as shown in the following screenshot:

In the preceding screenshot, you can see that I navigated to the Brenda Mcclure contact (2) and scrolled down to the Certifications section. Click on New (3) to add a new certification.

  1. In the following screenshot, you can see the record type selection screen:

  2. Select the Admin record type (1) and click on Next (2).

In the following screenshot, you can see the Certification edit page:

As shown in the preceding screenshot, I have filled out the certification fields and clicked Save.

In the following screenshot, you can see the newly created certification:

As shown in the preceding screenshot, the Admin certification has been created. Let's go over what we have learned in this chapter.