Programming
Reader small image

You're reading from  Salesforce for Beginners - Second Edition

Product typeBook
Published inOct 2022
PublisherPackt
ISBN-139781803239101
Edition2nd Edition
Tools
Salesforce
Concepts
CRM
Right arrow
Authors (2):
Sharif Shaalan
Sharif Shaalan
author image
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
Read more about Sharif Shaalan

Timothy Royer
Timothy Royer
author image
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.
Read more about Timothy Royer

View More author details
Right arrow

Index

A

access

modifying, with permission sets 228-232

accounts 69

business use case 70

creating 70-75

working 70

Active Directory (AD) 207

activities 23

call log 28

navigating 24

Task List View 31

tasks 25

tasks, viewing 32

ADMINISTRATION section

Data 190, 191

Email 192, 194

exploring 186, 187

Users 188, 189

Apex sharing 236

AppExchange 134

URL 134

App Launcher 7

app page 294

approval process 404

actions, adding 408-413

approval steps, viewing 408-413

approver selection, adding 406-408

business use case 404

business use case, testing 415-421

creating 404, 405

email approvals, enabling 414, 415

entry criteria, adding 406-408

approver selection, approval

adding 406-408

Apps, PLATFORM TOOLS section

settings 195

assignment rules 423

performing 437-441

auto-response rules

setting up 56-60

C

calendar entries

creating...

lock icon
The rest of the chapter is locked
Previous Chapter
Chapter 24 of 24
Next Chapter
You have been reading a chapter from
Salesforce for Beginners - Second Edition
Published in: Oct 2022Publisher: PacktISBN-13: 9781803239101
© 2022 Packt Publishing Limited All Rights Reserved
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Sign up now
undefined
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Start free trial
Renews at €14.99/month. Cancel anytime

Authors (2)

author image
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
Read more about Sharif Shaalan

author image
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.
Read more about Timothy Royer

Personalised recommendations for you

Based on your interests and search pattern

C++ Programming for Linux Systems

C++ Programming for Linux Systems

This book covers the essential system programming tools and helps you explore the features of C++20. It emphasizes important details to maintain code quality and tackle everyday challenges of developing software for high performance, optimization, and more.

BookSep 2023288 pages
Expert C++

Expert C++

Discover advanced programming techniques, the latest features of C++17 and C++20, and best practices for memory management, debugging, testing, and large-scale application design with Expert C++. Ideal for experienced developers advancing to proficient programmers and building professional-grade C++ applications.

BookAug 2023604 pages
iOS 17 Programming for Beginners

iOS 17 Programming for Beginners

iOS 17 Programming for Beginners, Eighth Edition is your comprehensive guide to learning the art of iOS app development. Whether you dream of creating the next chart-topping app or simply want to enhance your programming skills, this book is your trusted companion on this exciting journey.

BookOct 2023604 pages4
Developer Career Masterplan

Developer Career Masterplan

Written by industry experts that have spent the last 20+ years helping developers grow their career path towards senior developer positions and beyond. This book provides a comprehensive guide, sharing examples and stories from their global careers. By the end, you’ll have the knowledge to create a clear career progression plan as a technical professional.

BookSep 2023310 pages
Refactoring with C#

Refactoring with C#

In Refactoring with C#, you’ll explore the process of safely refactoring modern .NET code using Visual Studio features, advanced unit tests, AI assistance, and custom Roslyn analyzers.

BookNov 2023434 pages
Python Real-World Projects

Python Real-World Projects

Amplify your developer journey by curating a dynamic project portfolio that outshines traditional resumes. Delve into the Python realm through immersive projects, mastering core concepts while constructing comprehensive modules and applications. From data acquisition prowess to impactful data visualization, Python Real-World Projects arms you with essential skills to beat the competition.

BookSep 2023478 pages5
The MVVM Pattern in .NET MAUI

The MVVM Pattern in .NET MAUI

The MVVM Pattern in .NET MAUI enables developers to master MVVM principles and effectively apply them to .NET MAUI. This book uses real-life examples and covers complex problems to help you successfully apply MVVM with .NET MAUI to confidently develop robust and high-performing cross-platform apps.

BookNov 2023386 pages
Extending Microsoft Business Central with Power Platform

Extending Microsoft Business Central with Power Platform

Extending Business Central with the Power Platform is a step-by-step guide for Business Central professionals to create solutions that automate business processes, explain complex workflow approvals, and integrate with hundreds of other systems, without traditional development. It’ll guide you in customizing Business Central with Power Platform.

BookAug 2023458 pages5
Extending Microsoft Business Central with Power Platform

Extending Microsoft Business Central with Power Platform

Extending Business Central with the Power Platform is a step-by-step guide for Business Central professionals to create solutions that automate business processes, explain complex workflow approvals, and integrate with hundreds of other systems, without traditional development. It’ll guide you in customizing Business Central with Power Platform.

BookAug 2023458 pages5
Quantum Computing Algorithms

Quantum Computing Algorithms

The book emphasizes intuitive ideas behind quantum algorithms in ways that other books don’t cover, striking a careful balance between no math and too much math. To get the most from this book, you should be comfortable with basic algebra and writing simple computer code. No prior understanding of quantum physics is needed to get started.

BookSep 2023342 pages
Python – Complete Python, Django, Data Science and ML Guide

Python – Complete Python, Django, Data Science and ML Guide

Unlock Python's full potential with this 50+ hour course! From programming to web and game development, data manipulation, and machine learning, gain the skills required to succeed in various Python-related careers. With practical tasks, hands-on experience, and a strong foundation in Python, you'll be ready to tackle real-world challenges and take advantage of the many opportunities this versatile language offers.

VideoNov 202350 hours 30 minutes5
Python – Complete Python, Django, Data Science and ML Guide

Python – Complete Python, Django, Data Science and ML Guide

Unlock Python's full potential with this 50+ hour course! From programming to web and game development, data manipulation, and machine learning, gain the skills required to succeed in various Python-related careers. With practical tasks, hands-on experience, and a strong foundation in Python, you'll be ready to tackle real-world challenges and take advantage of the many opportunities this versatile language offers.

VideoNov 202350 hours 30 minutes5