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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

Chapter 10

  1. What is the first decision that must be made when looking at org-wide settings?
  • The first decision that needs to be made is whether you want to have an open organization where all the data is visible and can be edited by everyone or whether any data needs to be restricted from being viewed or edited.
  1. What does the Grant Access Using Hierarchies checkbox do?
  • It allows someone higher up in the hierarchy to inherit the visibility of someone lower in the hierarchy.
  1. What are the two types of sharing rules?
  • Owner-based and criteria-based sharing rules.
  1. Who adds team members to the Account and Sales teams?
  • The Account Owner and the Opportunity Owner.
  1. Does the Modify All data setting on a profile work if the org-wide setting for an object is private?
  • Yes.
  1. What is the use case for using permission sets?
  • The use case for permission sets is when you have...
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