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

Example 1: screen flow

For both examples, log in to your developer org.

We will build a screen flow that allows a user to quickly enter a basic account and opportunity from one screen.

Business use case

Sales users have been complaining that it takes them too many clicks to enter a new account and associated opportunity. They want to be able to search for an existing account or create a new account and opportunity on one screen, regardless of what tab they are on in the Sales app. To do this, we will create a screen flow and make it accessible from the utility bar.

Building the flow

  1. In Setup, navigate to Flows and click on New Flow:
Graphical user interface, application  Description automatically generated

Figure 16.5: Navigating to the New Flow screen from the Setup page

  1. On the next screen, select Screen Flow and then click Create:
    Graphical user interface, application, Word  Description automatically generated

    Figure 16.6: Selecting a flow type and creating the flow

    We are now in the Flow Builder and ready to create our flow.

  1. Click the “...