Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Salesforce for Beginners
  • Table Of Contents Toc
  • Feedback & Rating feedback
Salesforce for Beginners

Salesforce for Beginners

By : Sharif Shaalan, Timothy Royer
4.7 (34)
close
close
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)
close
close
21
Assessment
22
Other Books You May Enjoy
23
Index

Delving into the ADMINISTRATION section

In Navigating to the Setup page, we saw that there are three sections for us to look at – we will start with ADMINISTRATION and what is covered there.

Under the Home tab, the first section is the ADMINISTRATION section. This section allows you to make changes to three subsections within ADMINISTRATIONUsers, Data, and Email. The following screenshot shows you this section:

Graphical user interface, application  Description automatically generated

Figure 9.5: ADMINISTRATION section of the Home tab

Now, let’s look at these subsections in more detail.

Users

The following screenshot shows you the Users subsection:

Graphical user interface, website  Description automatically generated

Figure 9.6: Users subsection of the ADMINISTRATION section

The Users subsection focuses on user permissions, user creation, and recording assignments. This is a section that is very heavily used by admins as this is where the initial setup of users and assigning their permissions happens. When a new user is created in Salesforce, a role and a profile...

Unlock full access

Continue reading for free

A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech

Create a Note

Modal Close icon
You need to login to use this feature.
notes
bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Delete Note

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Edit Note

Modal Close icon
Write a note (max 255 characters)
Cancel
Update Note

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY