Salesforce for Beginners

Learn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective.

Key Features
Automate business processes with Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platform
Discover key data integrity and security concepts with new, specially dedicated chapters
Take your first steps in basic testing and debugging as a Salesforce professional
Book Description
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.

What you will learn
Explore business development with leads, accounts and contacts in Salesforce
Find out how stages and sales processes help you manage your opportunity pipeline
Achieve marketing goals using Salesforce campaigns
Perform business analysis using reports and dashboards
Practice automating business processes with Salesforce Flow
Gain a high-level overview of the items in the administration section
Grasp the different aspects needed to build an effective Salesforce security model
Who this book is for
If you are new to Salesforce and want to learn it from scratch, an administrator looking to build your Salesforce skills, or a student looking to start a career in Salesforce, this book is for you. No prior knowledge of the Salesforce is required to get started with this book

Table of Contents
Getting Started with Salesforce and CRM
Understanding Salesforce Activities
Creating and Managing Leads
Business Development with Accounts and Contacts
Driving the Sales Cycle with Opportunities
Achieving Business Goals Using Campaigns
Enhancing Customer Service with Cases
Business Analysis Using Reports and Dashboards
Setup and Configuration
An Overview of Sharing and Visibility
User Management and Data Security
Managing Projects with Sandboxes and Change Sets
Using Data Modeling to Configure Objects for Your Business
Lightning Experience Customization
Extending Functionality with Third-Party Applications and Salesforce Mobile
Salesforce Flow
Approval Processes
Assignment Rules
Data Integrity with Formulas and Validations
Testing and Debugging