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

What is a flow?

Flows are automations that can be built without having to write code. They consist of series of steps, with branching decision logic, where you can define when and what you want a system to do. Below, you can see an example of a flow that we will build later in this chapter:

Diagram  Description automatically generated

Figure 16.1: Example of a flow

As you can see from Figure 16.1, this flow contains steps for an input screen, a decision that splits down two pathways, and an action that is performed before completing. We can also see that the flow consists of various elements, such as Decision, Assignment, and Create Records. These are categories from which we pick the steps a flow will follow – see more about this in Understanding Flow Builder elements.

There are several different flow types that can be used for different requirements. Salesforce will ask you to pick a flow type before you begin building a flow, so let’s go through these now.