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

Testing and Debugging

Some of the most important activities as a Salesforce professional will be testing and debugging. Setting up your testing plan will depend on the types of environments you set up for the path to production. These environments will be a combination of one or more sandboxes and your final production Salesforce instance. Once the path to production is defined, there are several stages of testing.

In this chapter, we will cover the following topics in detail:

  • Understanding the path to production
  • Setting up the path to production
  • Understanding testing types
  • Using debug logs

With the help of these topics, you will be able to set up your Salesforce sandbox strategy and create a testing plan for your deployments.

This chapter starts to broach more advanced topics related to code development. If you’re new to Salesforce administration, some of these areas may be daunting to you right now. For the scope of this...