To get the most out of this book
- No prior knowledge of Salesforce is required to get started with this book, although we assume the reader has a basic understanding of Sales, Service, and Marketing business processes. Some processes, such as the sales cycle, will be explained.
- At the start of the book, we will explain how to create a development organization in Salesforce. You will need to set up your own so you can follow along with the instructions and examples found throughout this book.
Download the color images
We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://static.packt-cdn.com/downloads/9781803239101_ColorImages.pdf
Conventions used
There are a number of text conventions used throughout this book.
Userinput
: Indicates user input, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, and Twitter handles. For example: “For instance, my email might be sharif@me.com
, but my username could be sharif@me.com.myneworg
.”
Bold: Indicates a new term, an important word, or words that you see on the screen. For instance, words in menus or dialog boxes appear in the text like this: “Some good examples of things you will see when you click on this tile are the Sales and Marketing apps.”
Warnings or important notes appear like this.
Tips and tricks appear like this.
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.
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