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

Discovering third-party applications

Third-party applications are a way to find and use business-specific functionality that may be needed as an add-on to the Salesforce platform. Think of Salesforce as similar to your iPhone or Android phone. While the platform is robust and delivers a lot of functionality out of the box, some things are not there and must be custom-built or installed as an add-on.

The job of an admin or business analyst is to perform a cost-benefit analysis to determine whether an organization should custom-build functionality or decide to go with a third-party application. There are two types of third-party applications, managed and unmanaged. We will study them in the following sections.

Managed and unmanaged package applications

Managed package applications are applications that are built by a publisher and the code is managed, meaning it is not open source or available for all to see. The intellectual property of the code is protected with a managed...