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

Delving into the ADMINISTRATION section

In Navigating to the Setup page, we saw that there are three sections for us to look at – we will start with ADMINISTRATION and what is covered there.

Under the Home tab, the first section is the ADMINISTRATION section. This section allows you to make changes to three subsections within ADMINISTRATIONUsers, Data, and Email. The following screenshot shows you this section:

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Figure 9.5: ADMINISTRATION section of the Home tab

Now, let’s look at these subsections in more detail.

Users

The following screenshot shows you the Users subsection:

Graphical user interface, website  Description automatically generated

Figure 9.6: Users subsection of the ADMINISTRATION section

The Users subsection focuses on user permissions, user creation, and recording assignments. This is a section that is very heavily used by admins as this is where the initial setup of users and assigning their permissions happens. When a new user is created in Salesforce, a role and a profile...