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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

Adding a certification to a contact

Now that we have created a custom object, created custom fields, created a page layout, and created record types, let's learn how to add a Certification to a Contact:

  1. Navigate to the Contacts tab (1), as shown in the following screenshot:

In the preceding screenshot, you can see that I navigated to the Brenda Mcclure contact (2) and scrolled down to the Certifications section. Click on New (3) to add a new certification.

  1. In the following screenshot, you can see the record type selection screen:

  2. Select the Admin record type (1) and click on Next (2).

In the following screenshot, you can see the Certification edit page:

As shown in the preceding screenshot, I have filled out the certification fields and clicked Save.

In the following screenshot, you can see the newly created certification:

As shown in the preceding screenshot, the Admin certification has been created. Let's go over what we have learned in this chapter.

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