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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Setup and Configuration

Now that we have gone through the basic Salesforce objects and how they are used in the context of businesses, we will turn to Salesforce administration for this part of the book. Salesforce administration has endless possibilities and we would need a complete book in its own right to cover them all. For our purposes, we will focus on how to navigate the most crucial sections you will use on a day-to-day basis as an admin. Some of these features will be covered in further detail in later chapters of this book.

This chapter is best used as a reference for all the setup and configuration items. It will help you when going through future chapters in this book, as well as in future admin work within your organization.

In this chapter, we will explore the Setup page and the sections it contains. For each section, we will gain an understanding of the different items they include, and what they are used for. More specifically, we will cover the following topics...

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