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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

Using the Object Manager settings

The Object Manager section allows you to manage settings related to standard and custom objects. You can see all of the listed objects in the following screenshot:

As you can see in the preceding screenshot, both standard and custom objects are included.

In the following screenshot, you can see the options available when clicking on one of these objects:

There are 12 sections that relate to our example, the standard Account object. Let's take a look at the options here:

  • Details: This section shows you the details of the selected object, such as its name, the API name, and the labels.
  • Fields & Relationships: This section allows you to create new fields, including relationship fields to other objects.
  • Page Layouts: This section allows you to edit the core page layouts available for this object. This layout shows up in the Details section...
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