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 the path to production

The path to production is the strategy for how new features and bug fixes are delivered to your live production Salesforce org. There are different scenarios that require different strategies, including:

  • New Salesforce implementations
  • Smaller enhancement projects
  • Bug fixes

In this chapter, we will cover the new Salesforce implementation scenario.

Business use case

You are the Salesforce admin for XYZ Widgets. XYZ Widgets has been using a legacy system and has decided to move to Salesforce. You are tasked with setting up the environment strategy.

Setting up the path to production

As a best practice, you will set up the following strategy for your implementation. This strategy includes different types of sandboxes and how to use each one in the process of getting code and functionality to production:

Diagram  Description automatically generated

Figure 20.1: The path to production

  1. The developer sandboxes are used for building...