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

Introducing flow types

To begin creating a flow, navigate to Flows on the Setup page, and click New Flow. When you go to create a new flow, you will be prompted to select from several types, as shown in the following screenshot:

Graphical user interface, text, application  Description automatically generated

Figure 16.2: New Flow screen displaying several flow types

Each type has its own purpose and may fit different business processes or use cases better. In this chapter, we will show an example of a screen flow and a record-triggered flow, which are the two simplest types that have immediate applicability.

Screen flow

This flow type allows you to display screens to an end user to collect or show information. You can incorporate automations and database modifications within this type of flow. This flow type can be placed on Lightning pages, Experience Cloud pages, or launched from a button. An example would be if you want to quickly allow a user to enter a new account and opportunity on one screen from the Lightning utility bar. We will walk...