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

Assessment

Chapter 1

  1. What is the Salesforce economy?

    The Salesforce economy is a prediction of the jobs that will be created due to the Salesforce ecosystem. It’s been projected that Salesforce will have created 9.3 million jobs by 2026.

  1. What does CRM stand for?

    Customer Relationship Management

  1. What are the two advantages of using Salesforce Lightning?

    It has a modern user interface and utilizes the Lightning Component framework.

  1. Are all tabs objects?

    No, there can be tabs for things such as reports and dashboards.

  1. What is an app in Salesforce?

    An app is a collection of tabs that can be customized.

  1. What does a global search return?

    Any records where the term you searched for has appeared.

  1. What is the default list view that appears when you go to a tab for the first time, and can the default view be changed?

    Recently Viewed. You...