book

Salesforce for Beginners - Second Edition

by Sharif Shaalan, Timothy Royer

October 2022

Beginner

532 pages

10h 21m

English

Packt Publishing

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Who this book is forWhat this book coversTo get the most out of this book
What is Salesforce CRM?Differentiating Salesforce Classic and LightningNavigating SalesforceApp LauncherExploring search optionsUsing list viewsSalesforce ChatterCustomizing personal settingsSummaryQuestionsFurther reading
Technical requirementsNavigating to activitiesTasksBusiness use caseCreating tasksLogging a callBusiness use caseLog a callTask list viewViewing tasks on the home pageCreating events and calendar entriesUnderstanding eventsBusiness use caseCreating an eventSalesforce calendarSending emails and email integration optionsBusiness use caseSending an emailUsing Gmail integration optionsUsing Outlook integration optionsSummaryQuestionsFurther reading
Technical requirementsUnderstanding leadsBusiness use caseCreating leadsExploring the Lead Status fieldUnderstanding how lead conversion takes placeWorking on forms with Web-to-LeadSetting up auto-response rulesLead settings and lead processesUsing the lead settingsUsing lead processesSummaryQuestionsFurther reading
Technical requirementsUnderstanding how accounts workBusiness use caseCreating an accountUnderstanding contactsBusiness use caseCreating a contactUnderstanding relationshipsBusiness use caseEnabling relationshipsAdding relationshipsRemoving relationshipsSummaryQuestionsFurther reading
Technical requirementsUnderstanding opportunitiesBusiness use caseCreating an opportunityUnderstanding opportunity stages and the sales pathAdding contact roles for opportunitiesOrganizing products and price booksCreating quotesDetermining forecastsSummaryQuestionsFurther reading
Technical requirementsCreating campaignsBusiness use caseCreating a campaignAdding campaign membersAdding leads as campaign membersAdding contacts as campaign membersViewing the campaign history of leads and contactsSending an email to the list of campaign membersManaging marketing with campaign hierarchiesImproving campaign functionality with third-party appsSummaryQuestionsFurther reading
Technical requirementsIntroducing casesBusiness use caseCreating a caseUnderstanding case statusCreating escalation rulesUsing Web-to-Case to generate case capture formsSetting up Email-to-Case SummaryQuestionsFurther reading
Technical requirementsCreating reports to understand dataBusiness use caseCreating a reportUsing grouping to create report typesSummary reportsMatrix reportsAdding a chart to a reportSaving and running a reportUsing dashboards to visualize dataSummaryQuestionsFurther reading
Technical requirementsNavigating to the Setup pageDelving into the ADMINISTRATION sectionUsersDataEmailExploring the PLATFORM TOOLS sectionAppsFeature SettingsSlackEinsteinObjects and FieldsEventsProcess AutomationUser InterfaceCustom CodeDevelopmentPerformanceEnvironmentsUser EngagementIntegrationsNotification builderOfflineUnderstanding the SETTINGS sectionCompany SettingsData ClassificationPrivacy CenterIdentitySecurityUsing the Object Manager tabSummaryQuestionsFurther reading

Technical requirementsUsing organization-wide defaultsBusiness use caseSetting up org-wide defaultsUnderstanding the role hierarchyBusiness use caseFinding the role hierarchyApplying sharing rulesBusiness use caseAdding sharing rulesOwnership-based sharingCriteria-based sharingSetting team accessBusiness use caseAdding a user and setting team accessSetting profile accessBusiness use caseUpdating profilesUsing permission setsBusiness use caseModifying access with permission setsSystem and user permissions, implicit sharing, and Apex sharingSystem and user permissionsImplicit sharingApex sharingSummaryQuestionsFurther reading
Technical requirementsCreating usersBusiness use caseCreating a user in actionUnderstanding record ownershipRecord ownership and data securityUnderstanding ownership skewSummaryQuestionsFurther reading
Technical requirementsCreating and using sandboxesBusiness use caseCreating a sandboxUsing different types of sandboxesDeveloper sandboxesDeveloper Pro sandboxesPartial Copy sandboxesFull Copy sandboxesCreating change setsBusiness use caseCreating change setsDeploying change setsSummaryQuestionsFurther reading
Technical requirementsSalesforce data modelingCreating custom objectsBusiness use caseCreating a custom objectCreating custom fieldsCreating and using page layoutsCreating and using record typesUtilizing the created customizationsSummaryQuestionsFurther reading
Technical requirementsLightning pages overviewBusiness use caseCreating a Lightning pageUnderstanding the Lightning page layoutUsing Lightning page componentsActivating and assigning Lightning pagesSummaryQuestionsFurther reading
Technical requirementsDiscovering third-party applicationsManaged and unmanaged package applicationsBusiness use caseSalesforce AppExchangeInstalling third-party applicationsUninstalling third-party applicationsConfiguring Salesforce Mobile using a QuickStartBusiness use caseMobile app QuickStartSummaryQuestionsFurther reading
Technical requirementsWhat is a flow?Introducing flow typesScreen flowRecord-triggered flowSchedule-triggered flowPlatform event-triggered flowAutolaunched flow (no trigger)Understanding Flow Builder elementsInteractionLogicDataFlow resourcesTesting a flowExample 1: screen flowBusiness use caseBuilding the flowTesting the flowDistributing the flowSeeing it in actionExample 2: record-triggered flowBusiness use caseBuilding the flowTesting the flowDistributing the flowSeeing it in actionBest practices and moreSummaryQuestionsFurther reading
Technical requirementsCreating an approval processBusiness use caseApproval process in actionAdding entry criteria and approver selectionAdding actions and viewing the approval stepsEnabling email approvalsBusiness use caseSummaryQuestionsFurther reading
Technical requirementsCreating lead assignment rulesBusiness use caseLead assignment rules in actionCreating a queueBusiness use caseQueues in actionCreating case assignment rulesBusiness use caseCase assignment rules in actionAssignment rules in actionSummaryQuestionsFurther reading
Technical requirementsOverview of formulasBusiness use caseCreating a formula fieldUnderstanding validation rulesBusiness use caseCreating a validation ruleSummaryQuestionsFurther reading
Technical requirementsUnderstanding the path to productionBusiness use caseSetting up the path to productionUnderstanding testing typesUnit testingSystem testingUAT testingProduction testingRegression testingUsing debug logsBusiness use caseCreating a debug logSummaryQuestionsFurther reading

Overview

Salesforce for Beginners provides a complete introduction to the Salesforce platform, covering essential topics from CRM fundamentals to advanced administrative tools. Throughout the book, you'll learn how to automate tasks, enhance marketing strategies, manage data security, and implement business processes using Salesforce Flow.

What this Book will help me do

Understand the fundamentals of Salesforce, including CRM concepts and lead management.
Learn how to create and automate workflows and tasks using Salesforce Flow.
Gain insights into Salesforce's tools for reports, dashboards, and business analysis.
Develop a strong foundation in Salesforce administration, security, and customization.
Apply knowledge in real-world scenarios with hands-on exercises and case studies.

Author(s)

Sharif Shaalan and Timothy Royer are experienced Salesforce professionals with years of expertise in CRM solutions, business process optimization, and enterprise software training. They bring practical insights and a user-friendly approach to teaching Salesforce concepts to a range of learners, creating a step-by-step, approachable guide for newcomers.

Who is it for?

This book is designed for individuals new to Salesforce looking to learn the platform from scratch. It's ideal for administrators seeking to develop their Salesforce skills or anyone beginning their journey toward a Salesforce-focused career. No prior experience with Salesforce is required, making it accessible to all entry-level users aiming to enhance their capabilities in managing sales and marketing operations.