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 2: record-triggered flow

We will build a record-triggered flow to create different tasks for a user based on account type.

Business use case

Account managers are very busy. They would like to automatically have tasks generated for them when a new account is created. This task should be for them to onboard customers and partners.

Customer accounts should have an onboarding process that includes the user who created the account doing the following actions:

  1. Sending a “welcome” email, due one week after account entry
  2. Following up with a phone call, one week after the welcome email

Meanwhile, partner accounts should have an onboarding process that includes the user sending a “partner agreement” email within one week of account entry.

For now, we will just generate tasks for the user who entered the account, but if we wanted to enhance the process even further, we could send those emails out automatically using...