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

Navigating to the Setup page

Setup is the key to the administrator kingdom. Once you have access to this page, you can look under the hood of your system and make the changes needed to help drive business processes. Let’s take a look at how to get to this page.

We start off on the home page of Salesforce, as shown:

Graphical user interface, text, application, email  Description automatically generated

Figure 9.1: Finding the Setup page from the gear icon at the top-right of the screen

Click on the gear icon at the top of the page (1) and then click on Setup (2).

The following screenshots show the landing page after clicking on Setup:

Graphical user interface, website  Description automatically generated

Figure 9.2: Setup landing page with highlighted sections

Graphical user interface  Description automatically generated

Figure 9.3: Setup landing page continued

As you can see in the preceding screenshots, there are several areas of interest:

  • The Home tab (1) contains all of the settings related to administration outside of the Object Manager tab.
  • The Object Manager tab (2) contains all of the administration options related to standard...