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


In this chapter, we learned about the overall use cases for sandboxes and how to create them. We discussed the four types of sandboxes, their differences, and the use cases for each type. Then we learned that the main use case for sandboxes is building and configuring features without disrupting the production environment. We saw that once we are done building these features in a sandbox, we can use change sets to move their features.

By doing this, we learned how to create change sets, how to upload the change sets to production, and how to deploy the change sets. These skills will help you build and test your configuration and automation features in a safe environment where you cannot disrupt users and push those features to users with the confidence that they will work in production.

In the next chapter, we will learn about some of the most common configuration changes...