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

Extending Functionality with Third-Party Applications and Salesforce Mobile

One of the core tenets of organizing a business is not reinventing the wheel. This means that if someone has already built the functionality you are looking to implement, why not use it? In the Salesforce ecosystem, third-party applications serve this purpose. Third-party applications are created and published for installation on Salesforce AppExchange, and they can be free or paid for.

Another popular way of extending the functionality of using Salesforce is through the mobile app.

In this chapter, we will cover the following topics in detail:

  • Discovering third-party applications
  • Managed and unmanaged package applications
  • Salesforce AppExchange
  • Installing third-party applications
  • Uninstalling third-party applications
  • Configuring Salesforce Mobile using a QuickStart

With the help of these topics, you will be able to understand business use cases for...