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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

Testing and Debugging

Some of the most important activities as a Salesforce professional will be testing and debugging. Setting up your testing plan will depend on the types of environments you set up for the path to production. These environments will be a combination of one or more sandboxes and your final production Salesforce instance. Once the path to production is defined, there are several stages of testing.

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

  • Understanding the path to production
  • Setting up the path to production
  • Understanding testing types
  • Using debug logs

With the help of these topics, you will be able to set up your Salesforce sandbox strategy and create a testing plan for your deployments.

This chapter starts to broach more advanced topics related to code development. If you’re new to Salesforce administration, some of these areas may be daunting to you right now. For the scope of this...

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