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

Using debug logs

As an admin, when a user reports an issue, you try to recreate it and resolve it. At times, you are unable to figure out why the issue has occurred, so you need to take a look under the hood. Salesforce offers a feature to view debug logs. The debug log contains information about each transaction, such as whether it was successful and how long it took. Depending on the filters set by your trace flags, the log can contain varying levels of detail about the transaction.

Business use case

Sam, the sales rep, has reported an issue when creating an account. When you, as the administrator, try to recreate the issue, you are unsuccessful. You will set up a debug log to get a deeper understanding of what is happening.

Creating a debug log

Let’s create a debug log for Sam. We will start on the Setup page as shown in Figure 20.2:

Figure 20.2: Navigating to debug logs

On this page, we will take the following steps:

  1. Click on Setup...