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

Index

A

access

modifying, with permission sets 228-232

accounts 69

business use case 70

creating 70-75

working 70

Active Directory (AD) 207

activities 23

call log 28

navigating 24

Task List View 31

tasks 25

tasks, viewing 32

ADMINISTRATION section

Data 190, 191

Email 192, 194

exploring 186, 187

Users 188, 189

Apex sharing 236

AppExchange 134

URL 134

App Launcher 7

app page 294

approval process 404

actions, adding 408-413

approval steps, viewing 408-413

approver selection, adding 406-408

business use case 404

business use case, testing 415-421

creating 404, 405

email approvals, enabling 414, 415

entry criteria, adding 406-408

approver selection, approval

adding 406-408

Apps, PLATFORM TOOLS section

settings 195

assignment rules 423

performing 437-441

auto-response rules

setting up 56-60

C

calendar entries

creating...