Book Image

Salesforce for Beginners

By : Sharif Shaalan
Book Image

Salesforce for Beginners

By: Sharif Shaalan

Overview of this book

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals.
Table of Contents (23 chapters)
1
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
10
Section 2: Salesforce Administration
16
Section 3: Automating Business Processes Using Salesforce

Using Sandboxes and Change Sets

One of the key things when it comes to managing effective projects on the Salesforce platform is understanding sandboxes. It also helps to understand how the right environment management strategy can help you ensure your code and configuration have been built and tested with quality before it's deployed to your production environment.

Consequently, we will cover the following topics in this chapter:

  • Creating and using sandboxes
  • Using different types of sandboxes
  • Creating change sets
  • Deploying change sets

With the help of these topics, you will be able to understand how to create sandboxes, as well as knowing which type of sandbox to create. You will also learn how to build and deploy change sets so that you can move your changes from a sandbox to another or move them to your production environment.

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