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

Using the Object Manager tab

The Object Manager section allows you to manage customization settings related to standard and custom objects. Standard objects include the objects we covered earlier in this book in Section 1, Salesforce for Sales, Marketing, and Customer Relationship Management.

Custom objects are any new objects you create to support your business process. You can see all of the listed objects in the following screenshot:

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

Figure 9.12: Objects listed in the Object Manager

As you can see in the preceding screenshot, both standard and custom objects are included.

In the following screenshot, you can see the options available when clicking on one of these objects:

Graphical user interface, text, application  Description automatically generated

Figure 9.13: Options available in the Object Manager for a selected object

There are 12 subsections that relate to our example, the standard Account object. Let’s take a look at the options here:

  • Details: This subsection shows you the details of an object, such...