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Salesforce for Beginners

Salesforce for Beginners

By : Sharif Shaalan, Timothy Royer
4.7 (34)
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Salesforce for Beginners

Salesforce for Beginners

4.7 (34)
By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
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21
Assessment
22
Other Books You May Enjoy
23
Index

Summary

In this chapter we have uncovered one of the most exciting concepts in Salesforce, Salesforce flows. Beginning with an introduction to flows, we have progressed into learning the different flow types in Salesforce, and then the elements used in the Flow Builder. After introducing the Debug tool, we have dived deep into two examples: screen flows and record-triggered flows. For each use case, we have learned how to build, test, and distribute the flow. Finally, we have covered the best practices when building flows, as well as pointing to the vast amount of advanced concepts beyond this book.

In the next chapter, we will continue learning how to automate in Salesforce by turning our attention to approval processes.

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