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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

Using Data Modeling to Configure Objects for Your Business

One of the core features of using Salesforce is declarative development, also known as clicks, not code. This feature allows admins to build on the platform without actually having to write code. Admins have the ability to build custom objects to hold the necessary data and configure these custom objects for a business use case. By adding fields and different layouts to the objects, admins give end users the ability to easily interact with the objects as required for their day-to-day work. This process is known as data modeling.

In this chapter, we will cover the following topics in detail:

  • Salesforce data modeling
  • Creating custom objects
  • Creating custom fields
  • Creating and using page layouts
  • Creating and using record types
  • Utilizing the created customizations

With the help of these topics, you will be able to understand data modeling concepts, the use case for creating...

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