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

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
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...