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

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...