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)
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
Section 2: Salesforce Administration
Section 3: Automating Business Processes Using Salesforce

Deploying change sets

Before you can deploy a change set, you have to set up a deployment connection between the source organization (sandbox) and the target organization (production), or a connection from one sandbox to another if you have that use case. You can do this by going to the deployment connections in the target organization and allowing inbound change sets.

Under the Deploy tab, click on Deployment Settings in the target organization, as shown in the following screenshot:

As you can see, some production data has been masked. Let's take a closer look at this screen:

  • On this screen, under Upload Authorization Direction, you can set up the organization so that it receives inbound change sets from the target organization. Once you've set this connection up, you'll be ready to deploy a change set to production.
  • After clicking upload on the outbound change...