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

Lightning pages overview

Lightning pages allow you to add custom items to a page with much more flexibility than the older page layouts that are used in Salesforce Classic. Lightning pages allow you to pull in the page layouts and add much more customization and flexibility. You can create three types of Lightning pages:

  • An app page that you can add to the navigation bar of a Lightning app, which makes it appear when that app is viewed in both Lightning Experience and the Salesforce mobile apps
  • A customized home page for Lightning Experience
  • A custom record page for Lightning Experience and the Salesforce mobile app

For our example, we will create a customized record page for Lightning Experience and the Salesforce mobile app.

Business use case

You are the Salesforce admin for XYZ Widgets. The business has asked for an Account Lightning page for the Standard User profile, which would default to show the record details and have a more user-friendly...