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

Setup and Configuration

Now that we have gone through the basic Salesforce objects and how they are used in the context of businesses, we will turn to Salesforce administration for this part of the book. Salesforce administration has endless possibilities and we would need a complete book in its own right to cover them all. For our purposes, we will focus on how to navigate the most crucial sections you will use on a day-to-day basis as an admin. Some of these features will be covered in further detail in later chapters of this book.

This chapter is best used as a reference for all the setup and configuration items. It will help you when going through future chapters in this book, as well as in future admin work within your organization.

In this chapter, we will explore the Setup page and the sections it contains. For each section, we will gain an understanding of the different items they include, and what they are used for. More specifically, we will cover the following topics...