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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

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...

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