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

Understanding Flow Builder elements

After you select your flow type, you will be taken to the Flow Builder canvas where you can add elements by clicking the “+” symbol. Flow elements are all the items you can place within a flow that have different purposes. They represent the “steps” of a flow. As you can see in the following screenshot, they are organized into three main categories:

Graphical user interface, application  Description automatically generated

Figure 16.3: Elements pane on the Flow Builder page

In this section, we will go through each of these categories in turn:

  • Interaction elements are ways that a flow can interact with users or other automations in Salesforce, including Apex classes and other flows.
  • Logic elements are used to design the path of your flow. These elements are where you will have your business logic to determine what screens users see and what data gets updated.
  • Data elements are what we use to make changes to Salesforce data.

We will also cover flow...