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

Best practices and more

We just covered the very basics of Salesforce Flow. It is an incredibly powerful tool and should be used carefully. There are tons of great blogs, Trailheads, and learning materials out there for you to develop your skills further. Here are some basic best practices (there are more best practices once you become familiar with loops, record collections, and other advanced topics):

  • Be descriptive: Put descriptions in all your flow elements. It will help you and others when you have to go back to make updates or troubleshoot. Just as a developer should put comments in their code, a flow builder should use robust descriptions.
  • Naming conventions: Use naming conventions for your flow resources. It makes it easier to navigate a flow and understand what is happening. The conventions used do not matter much, as long as you are consistent. Here is an example of a naming convention for flow resources:
    • Variable: var[name] (varAccountId was an...