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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

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

Differentiating Salesforce Classic and Lightning

Over the years, Salesforce has had a few UI makeovers to keep up with the latest trends in usability and design. The latest, and by far the biggest, UI change Salesforce has carried out is the introduction of Salesforce Lightning in 2015. This was a fundamental change to the look and feel that Salesforce users were used to and brought with it many new features that are only available on Lightning. Some of these features include the following:

A modern UI
The Lightning Component framework, which allows developers to build responsive applications for any device with less effort

Many organizations that have used Salesforce for a long time either plan to migrate, or have already migrated, to Lightning. When Lightning was released, the older Salesforce UI was renamed Salesforce Classic to differentiate between the two. The following screenshots show the exact same page in Salesforce Classic and Salesforce Lightning...

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Authors (2)

Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor

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Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.

See other products by Timothy Royer

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