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Salesforce for Beginners

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
4.7 (34)
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Salesforce for Beginners

Salesforce for Beginners

4.7 (34)
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)
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21
Assessment
22
Other Books You May Enjoy
23
Index

To get the most out of this book

  • No prior knowledge of Salesforce is required to get started with this book, although we assume the reader has a basic understanding of Sales, Service, and Marketing business processes. Some processes, such as the sales cycle, will be explained.
  • At the start of the book, we will explain how to create a development organization in Salesforce. You will need to set up your own so you can follow along with the instructions and examples found throughout this book.

Download the color images

We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://static.packt-cdn.com/downloads/9781803239101_ColorImages.pdf

Conventions used

There are a number of text conventions used throughout this book.

Userinput: Indicates user input, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, and Twitter handles. For example: “For instance, my email might be [email protected], but my username could be [email protected].”

Bold: Indicates a new term, an important word, or words that you see on the screen. For instance, words in menus or dialog boxes appear in the text like this: “Some good examples of things you will see when you click on this tile are the Sales and Marketing apps.”

Warnings or important notes appear like this.

Tips and tricks appear like this.

Get in touch

Feedback from our readers is always welcome.

General feedback: Email [email protected] and mention the book’s title in the subject of your message. If you have questions about any aspect of this book, please email us at [email protected].

Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you reported this to us. Please visit http://www.packtpub.com/submit-errata, click Submit Errata, and fill in the form.

Piracy: If you come across any illegal copies of our works in any form on the internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.

If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit http://authors.packtpub.com.

Share your thoughts

Once you’ve read Salesforce for Beginners Second Edition, we’d love to hear your thoughts! Please click here to go straight to the Amazon review page for this book and share your feedback.

Your review is important to us and the tech community and will help us make sure we’re delivering excellent quality content.

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Salesforce for Beginners
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