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

Understanding the SETTINGS section

The last of the three main sections of the Setup home tab is SETTINGS. This section contains various settings that were not captured in the ADMINISTRATION and PLATFORM TOOLS sections. The following screenshot shows you where you can find the SETTINGS section:

Graphical user interface, website  Description automatically generated

Figure 9.11: The SETTINGS section of the Home tab

Let’s take a look at what settings are included here.

Company Settings

The Company Settings subsection includes settings related to the organization. Some of the use cases for this section include finding your org ID for a Salesforce case, setting up your fiscal year, and setting up company holidays. Let’s look at all of these settings:

  • Business Hours: This setting allows you to set your organization’s business hours.
  • Calendar Settings: This item allows you to add public calendars and resources for your company.
  • Company Information: This contains all of your basic company settings...