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

Understanding validation rules

Validation rules are an essential part of ensuring data integrity in Salesforce. They do this by verifying that the data your users enter into a record meets specific standards before the user can save a record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of True or False.

Validation rules can be included on any object.

Business use case

As the Salesforce admin for XYZ Widgets, you have successfully created the Account Level formula field. Since this field depends on the Annual Revenue and Employees fields being populated, you want to make sure users enter data into these fields when creating an account. To do this you will need to create a validation rule on the Account object.

Let’s take a look at how we can create this validation rule.

Creating a validation rule

To create the validation rule to meet this requirement we will follow...