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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

Using Sandboxes and Change Sets

One of the key things when it comes to managing effective projects on the Salesforce platform is understanding sandboxes. It also helps to understand how the right environment management strategy can help you ensure your code and configuration have been built and tested with quality before it's deployed to your production environment.

Consequently, we will cover the following topics in this chapter:

  • Creating and using sandboxes
  • Using different types of sandboxes
  • Creating change sets
  • Deploying change sets

With the help of these topics, you will be able to understand how to create sandboxes, as well as knowing which type of sandbox to create. You will also learn how to build and deploy change sets so that you can move your changes from a sandbox to another or move them to your production environment.

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