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Salesforce for Beginners - Second Edition

You're reading from  Salesforce for Beginners - Second Edition

Product type Book
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Pages 532 pages
Edition 2nd Edition
Languages
Concepts
Authors (2):
Sharif Shaalan Sharif Shaalan
Profile icon Sharif Shaalan
Timothy Royer Timothy Royer
Profile icon Timothy Royer
View More author details

Table of Contents (24) Chapters

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities 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

Utilizing the created customizations

Now that we have created a custom object, created custom fields, created a page layout, and created record types, let’s put these customizations into practice! In the steps below, we will add a certification to a contact:

  1. Navigate to the Contacts tab (1), as shown in the following screenshot:
    Graphical user interface, application  Description automatically generated

    Figure 13.25: Navigating to the Certifications section of the page layout

    In the preceding screenshot, you can see that I navigated to the Brenda Mcclure contact (2) and scrolled down to the Certifications section. Click on New (3) to add a new certification.

  1. In the following screenshot, you can see the record type selection screen:
Graphical user interface, application  Description automatically generated

Figure 13.26: Adding the new certification by selecting one of the record types

  1. Select the Admin record type (1) and click on Next (2).

    In the following screenshot, you can see the Certification edit page:

    Graphical user interface, application  Description automatically generated

    Figure 13.27: New Certification...

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