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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 Sharif Shaalan
Profile icon Sharif Shaalan
Timothy Royer Timothy Royer
Profile icon 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

Creating and using sandboxes

When working day to day as an admin, it is important that you do not make changes that can disrupt your active users. For this reason, we create and test new features in sandboxes. Sandboxes are environments that are isolated from your production Salesforce environment. This means you can make and test changes and they will have no impact whatsoever on your live users. In this section, we will introduce a business use case and learn how to create a sandbox.

Business use case

You are the Salesforce admin at XYZ Widgets. You have some configuration and automation ideas that you would like to build and test, but you don’t want to cause any interruptions in the live production organization. You decide to create a sandbox to complete and test your work. Once the work has been completed and tested, you will push it to production using change sets. Let’s see how all of this works.

Creating a sandbox

When you create a sandbox, all...

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