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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

Summary

Setup is where much of the admin work happens. We took a look at the high-level functions of the sections on this page, some of which will be covered in more detail in later chapters. In this chapter, we learned that there are two tabs on the Setup page—Home and Object Manager. On the Home tab, we learned that there are three main sections—ADMINISTRATION, PLATFORM TOOLS, and SETTINGS. We looked at the settings in these three sections and learned what each one does. We also learned that in the Object Manager section, we can access various settings that help admins configure metadata and customize the application to meet business needs.

In the next chapter, we will take a deep dive into sharing and visibility!

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