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Key benefits

Automate business processes with Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platform

Discover key data integrity and security concepts with new, specially dedicated chapters

Take your first steps in basic testing and debugging as a Salesforce professional

Description

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.

What you will learn

Explore business development with leads, accounts and contacts in Salesforce

Find out how stages and sales processes help you manage your opportunity pipeline

Achieve marketing goals using Salesforce campaigns

Perform business analysis using reports and dashboards

Practice automating business processes with Salesforce Flow

Gain a high-level overview of the items in the administration section

Grasp the different aspects needed to build an effective Salesforce security model

What do you get with eBook?

Instant access to your Digital eBook purchase

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

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Amazon verified reviews

Ahlia Demas Jimenez Nov 08, 2022

Found the material and illustrations very informative. Great for the beginner as well as a fresh up for intermediate users. Very well broken down so it is not overwhelming. Great study if you are going for your Salesforce Certification. I am also glad that it covers enough of the Automation Tool, Flow Builder. Very important to know when trying to land your first or third Salesforce job.

Amazon Verified review

Jordan BP Nov 15, 2022

This is an excellent read for people just starting the get their feet wet with more advanced functions. I will buy this book for all my newbies as it's an excellent source of practical Salesforce knowledge.

Fabrice Cathala Nov 12, 2022

I was a technical reviewer for this book, and I loved reading it...It has a very good plan structure. I personally find it to be more suitable for SME projects. I also believe that non-beginners will find it an interesting way to improve their knowledge of the essential parts of the Salesforce platform they may not master... So, highly recommended read!

Lory Tibbetts Mar 05, 2023

Trailhead is very valuable when learning to navigate the Saleforce Platform, but I think we can all agree that one topic/module can lead to a rabbit hole of links to help articles and other modules or projects. Clicking on help articles can further result to links of several levels, it's so easy to get lost and see a good overview. This book provides that core information, from the basics down to the details with great screen shots of some step-by-step instructions on building out a use case scenario. Definitely a great reference to have on the side for the new admin, or a great resource when learning and preparing for the admin cert exam. This covers also some basics of flows, which is nice, although does not dive deeper into the more advanced concepts of flows (but flows deserve a whole book by itself). There are tips as well as questions to test your understanding and knowledge of the concepts. I also particularly like the topic on sandboxes with some screen shots, which I found valuable because these are not available on trailhead playground nor on dev orgs, but will definitely be in an admin's work responsibility. Maybe the next edition will include Slack and DevOps/Copado. I highly recommend this to those just starting on the Trailhead or in their admin jobs.

Stuhl232 Nov 01, 2022

Salesforce for Beginners is a fantastic introduction to the functionality and administrative foundation of the Salesforce Platform. The updated version has a fantastic new chapter on Flow, which is the best reference material I have seen on the subject. I HIGHLY recommend this book for new and experienced Salesforce enthusiasts! Well done!

Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform , Second Edition

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