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

Testing a flow

When building a flow you can use the Debug functionality on the Flow Builder to test your flow. This will show you details of how your flow is executed and if any errors are encountered:

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Figure 16.4: Debug button on the Flow Builder page

It will be easier to understand this when we use it on a flow that we have built together, so we will see this in action in the Testing the flow sections as we step through some examples.

A quick note on flow testing: you should always build your flows in a sandbox or developer org and test them thoroughly before deploying to production. Flows are an extremely powerful tool that can wreak havoc if used incorrectly and not tested.

In the summer ‘22 release, Salesforce announced Flow Tests (in beta), which are point-and-click tests that you can construct in order to test flows in a similar way to developers testing Apex code. This will likely become the best practice over time.

Now that we have...