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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 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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