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

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
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...