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

Chapter 11

  1. What are the four types of sandboxes?
  • Developer, Developer Pro, Partial Copy, and Full Copy.
  1. Which type of sandbox is commonly used for development?
  • Developer.
  1. Which type of sandbox is commonly used for data migration testing?
  • Full Copy.
  1. Why do you need to add a profile to a changeset?
  • If you don't add any profiles, your component won't be visible and you will need to adjust the security in the target organization, so adding this here will save a lot of time.
  1. Before you upload a changeset, what step must you take?
  • Before you can deploy a changeset, you have to set up a deployment connection between the source organization and the target organization.
  1. Should the outbound changeset be set up in the source or the target organization?
  • The source organization.
  1. What is the refresh interval for a Full Copy sandbox?
  • 29 days.