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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

Discovering third-party applications

Third-party applications are a way to find and use business-specific functionality that may be needed as an add-on to the Salesforce platform. Think of Salesforce as similar to your iPhone or Android phone. While the platform is robust and delivers a lot of functionality out of the box, some things are not there and must be custom-built or installed as an add-on.

The job of an admin or business analyst is to perform a cost-benefit analysis to determine whether an organization should custom-build functionality or decide to go with a third-party application. There are two types of third-party applications, managed and unmanaged. We will study them in the following sections.

Managed and unmanaged package applications

Managed package applications are applications that are built by a publisher and the code is managed, meaning it is not open source or available for all to see. The intellectual property of the code is protected with a managed...

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