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

Using different types of sandboxes

There are four types of sandboxes:

  • Developer
  • Developer Pro
  • Partial Copy
  • Full Copy

Each type of sandbox has different features and possible uses within the business. Their main differences have to do with refresh interval, capacity, and sandbox features. Let's take a look at these types and the differences between them in the following sections...

Developer sandboxes

Developer sandboxes are the most common types of sandboxes. There is no extra fee for this sandbox and it can be refreshed daily. This sandbox has a capacity of 200 MB and includes all Configuration, Apex & Metadata, and All Users from the production organization. The most common use case for this sandbox is for coding...