52,07 €
Mehr erfahren.
- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes.
Key Features
- Understand how to use core Salesforce objects for maximum efficiency
- Build various dashboards and reports to analyze results and improve visibility in your business processes
- Learn the basics of Salesforce administration and mobile app set up
Book Description
Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment.
You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator.
By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals.
What you will learn
- Understand the difference between Salesforce Lightning and Salesforce Classic
- Create and manage leads in Salesforce
- Explore business development with accounts and contacts in Salesforce
- Find out how stages and sales processes help you manage your opportunity pipeline
- Achieve marketing goals using Salesforce campaigns
- Perform business analysis using reports and dashboards
- Gain a high-level overview of the items in the administration section
- Grasp the different aspects needed to build an effective and flexible Salesforce security model
Who this book is for
If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Seitenzahl: 302
Veröffentlichungsjahr: 2020
Ähnliche
Salesforce for Beginners
Copyright © 2020 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
Commissioning Editor: Kunal ChaudhariAcquisition Editor: Alok DhuriContent Development Editor: Tiksha LadSenior Editor: Storm MannTechnical Editor: Pradeep SahuCopy Editor: Safis EditingProject Coordinator: Francy PuthiryProofreader: Safis EditingIndexer: Pratik ShirodkarProduction Designer: Joshua Misquitta
First published: May 2020
Production reference: 1280520
Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.
ISBN 978-1-83898-609-4
www.packt.com
Packt.com
Subscribe to our online digital library for full access to over 7,000 books and videos, as well as industry leading tools to help you plan your personal development and advance your career. For more information, please visit our website.
Why subscribe?
Spend less time learning and more time coding with practical eBooks and Videos from over 4,000 industry professionals
Improve your learning with Skill Plans built especially for you
Get a free eBook or video every month
Fully searchable for easy access to vital information
Copy and paste, print, and bookmark content
Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at www.packt.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at [email protected] for more details.
At www.packt.com, you can also read a collection of free technical articles, sign up for a range of free newsletters, and receive exclusive discounts and offers on Packt books and eBooks.
Contributors
About the author
Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 80 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor.
About the reviewer
Adil Mohammed is a Salesforce Principal Architect with 12 years' experience in IT and 10 years' experience with Salesforce. Adil is a Salesforce Trailblazer, mentor, and community group leader. He has a master's degree in computer science from Governors State University, Chicago.
He is a certified system architect and application architect and holds 21 Salesforce certifications. He is also certified on Apttus Quote-to-Cash and Copado DevOps admin. He has worked with clients from different verticals, including healthcare and life sciences, real estate, non-profit, higher education, security, and technology.
He has integrated Salesforce with different legacy and middleware systems, such as MuleSoft, DataPower, and TIBCO.
Packt is searching for authors like you
If you're interested in becoming an author for Packt, please visit authors.packtpub.com and apply today. We have worked with thousands of developers and tech professionals, just like you, to help them share their insight with the global tech community. You can make a general application, apply for a specific hot topic that we are recruiting an author for, or submit your own idea.
Table of Contents
Title Page
Copyright and Credits
Salesforce for Beginners
Dedication
About Packt
Why subscribe?
Contributors
About the author
About the reviewer
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Code in Action
Download the color images
Conventions used
Get in touch
Reviews
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
Getting Started with Salesforce and CRM
What is CRM?
Classic versus Lightning
Login and navigation
App Launcher     
Search
List views
Salesforce Chatter
Personal settings
Summary
Questions
Further reading
Understanding Salesforce Activities
Technical requirements
Navigating to activities
Tasks
Business use case
Creating tasks
Logging a call
Business use case
Logging a call
Task List View
Viewing tasks on the home page
Creating events and calendar entries
Understanding Events
Business use case
Creating an event
Salesforce calendar
Sending emails and email integration options
Business use case
Sending an email
Using Gmail integration options 
Using Outlook integration options
Summary
Questions
Further reading
Creating and Managing Leads
Technical requirements
Understanding leads
A business use case
Creating leads
Exploring the Lead Status field
Understanding how lead conversion takes place
Working on forms with web-to-lead
Setting up auto-response rules
Lead settings and lead processes
Using the lead settings
Using lead processes
Summary
Questions
Further reading
Business Development with Accounts and Contacts
Technical requirements
Understanding how accounts work
A business use case
Creating an account
Moving toward creating contacts
A business use case
Creating a contact
Understanding relationships
A business use case
Enabling relationships 
Adding relationships
Removing relationships
Summary
Questions
Further reading
Using Opportunities Effectively
Technical requirements
Using opportunities
Business use case
Creating an opportunity
Using the opportunity stages and the sales path
Understanding contact roles
Using products and price books
Using quotes
Using forecasting
Summary
Questions
Further reading
Achieving Business Goals Using Campaigns
Technical requirements
Using campaigns
A business use case
Creating a campaign
Using campaign members
Adding leads as campaign members
Adding contacts as campaign members
Viewing the campaign history of leads and contacts
Sending the list of campaign members an email
Using campaign hierarchies
Using third-party apps with campaigns
Summary
Questions
Further reading
Enhancing Customer Service Using Cases
Technical requirements
Using Cases to enhance customer service
Business use case
Creating a Case
Using Case Status to drive the process
Using escalation rules for quicker case resolution
Using Web-to-Case to create cases
Using Email-to-Case to create Cases
Summary
Questions
Further reading
Business Analysis Using Reports and Dashboards
Technical requirements
Using reports to understand data
Business use case
Creating a report
Using grouping to create report types
Using grouping to create summary reports
Using grouping to create Matrix reports
Adding a chart to a report
Saving and running a report
Using dashboards to visualize data
Summary
Questions
Further reading
Section 2: Salesforce Administration
Setup and Configuration
Technical requirements
Navigating to the Setup page
Using the ADMINISTRATION section 
Users
Data
Using the PLATFORM TOOLS section 
Apps
Feature settings
Einstein
Objects and Fields
Events
Process Automation
User Interface
Custom Code
Development
Environments
User Engagement
Integrations
Notification Builder
The SETTINGS section 
Company Settings
Data Classification
Identity
Security
Optimizer
Using the Object Manager settings
Summary
Questions
Further reading
An Overview of Sharing and Visibility
Technical requirements
Using organization-wide defaults
A business use case
Setting up org-wide defaults
Role hierarchy
A business use case
Using the role hierarchy
Using sharing rules
A business use case
Applying sharing rules
Ownership-based sharing
Criteria-based sharing rules
Team access
A business use case
Using team access
Profiles
A business use case
Using profiles
Permission sets
A business use case
Using permission sets
Additional sharing and visibility features
System and user permissions
Implicit sharing
Apex sharing
Summary
Questions
Further reading
Using Sandboxes and Change Sets
Technical requirements
Creating and using sandboxes
Business use case
Creating a sandbox
Using different types of sandboxes
Developer sandboxes
Developer Pro sandboxes
Partial Copy sandboxes
Full Copy sandboxes
Creating change sets
Business use case
Creating change sets 
Deploying change sets
Summary
Questions
Further reading
Configuring Objects for Your Business
Technical requirements
Creating custom objects
Business use case
Creating a custom object
Creating custom fields
Creating and using page layouts
Creating and using record types
Adding a certification to a contact
Summary
Questions
Further reading
Third-Party Applications and Salesforce Mobile
Technical requirements
Using third-party applications
Managed and unmanaged package applications
Business use case
Using Salesforce AppExchange
Installing third-party applications
Uninstalling third-party applications 
Configuring Salesforce Mobile using the Mobile App Quickstart
Business use case
Summary
Questions
Further reading
Section 3: Automating Business Processes Using Salesforce
Understanding the Workflow Rules
Technical requirements
Creating workflow rules
Business use case
Creating workflow rules
Setting evaluation and rule criteria
Creating immediate workflow actions
Creating time-dependent workflow actions
Testing the workflow
Summary
Questions
Further reading
Implementing Process Builder
Technical requirements
Creating a process
Business use case
Creating a process
Adding an object and criteria
Setting immediate actions
Adding a second criteria
Setting scheduled actions
Finishing and testing our process
Process Builder best practice
Summary
Questions
Further reading
Approval Processes
Technical requirements
Creating an approval process
Business use case
Creating an approval process
Adding entry criteria and approver selection
Adding actions and viewing the approval steps
Enabling email approvals
The business use case in action
Summary
Questions
Further reading
Assignment Rules
Technical requirements
Creating lead assignment rules
Business use case
Creating lead assignment rules
Creating a queue
Business use case
Creating a queue
Creating case assignment rules
Business use case
Creating case assignment rules
Assignment rules in action
Summary
Questions
Further reading
Assessments
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
Chapter 17
Other Books You May Enjoy
Leave a review - let other readers know what you think
Preface
This book will explain Salesforce's functionality within the context of business use cases for end users and admins. The book has been divided into three sections. The first section will take a deep dive into sales, services, and marketing and explains how users in these departments can utilize the Salesforce CRM to maximize efficiency and provide a 360-degree view of constituents.
Next, we will cover the basics of Salesforce administration as a starting point for any aspiring admin. Finally, we will take a deep dive into the automation features that are most frequently used by Salesforce admins on a day-to-day basis.
All of these together will help us understand the various tools and features of Salesforce and help us gain an overview of how it works.
Who this book is for
This book is for anyone interested in learning Salesforce as a user and/or as an admin. No prior knowledge of Salesforce is needed. We assume the reader has a basic understanding of sales, services, and marketing business processes.
What this book covers
Chapter 1, Getting Started with Salesforce and CRM, is the first look at the Salesforce CRM. It covers basic CRM concepts, the difference between Classic and Lightning, how to log into and navigate Salesforce, how to search for records, and how to maximize list views.
Chapter 2, Understanding Salesforce Activities, covers the basics of Salesforce activities. It explains what activities are, explores the different types of activities, and shows how to use activities across all objects.
Chapter 3, Creating and Managing Leads, covers the basics of Salesforce leads. It covers what leads are, how lead status helps you manage leads, what it means to convert a lead, and how to use web-to-lead.
Chapter 4, Business Development with Accounts and Contacts, explains the basics of Salesforce accounts and contacts. It explains what accounts are, what contacts are, what relationships are, and how these objects are used by the business.
Chapter 5, Using Opportunities Effectively, covers the basics of opportunities, including what opportunities are, how stages function, how sales paths help you visualize your workflow, how the contact roles function, how products and price books function, how quotes function, and how opportunities drive forecasting.
Chapter 6, Achieving Business Goals Using Campaigns, covers the basics of Salesforce Campaigns. It covers what Campaigns are, Campaign Members, the Campaign Hierarchy, and how Campaigns interact with third-party apps.
Chapter 7, Enhancing Customer Service Using Cases, covers the basics of cases and related case functionality. It also explains how cases help to provide various scenarios for our leads and contacts.
Chapter 8, Business Analysis Using Reports and Dashboards, covers the basics of reports and dashboards and explains how to work with them.
Chapter 9, Setup and Configuration, provides the basics of setup and configuration and their related sections.
Chapter 10, An Overview of Sharing and Visibility, covers the basics of sharing and visibility and how the different settings grant or restrict access.
Chapter 11, Using Sandboxes and Change Sets, covers the basics of sandboxes and change sets in Salesforce for various use cases.
Chapter 12, Configuring Objects for Your Business, covers the basics of page layouts, record types, custom fields, and custom objects.
Chapter 13, Third-Party Applications and Salesforce Mobile, covers the basics of third-party applications, managed packages, unmanaged packages, Salesforce AppExchange, and Salesforce Mobile.
Chapter 14, Understanding the Workflow Rules, covers the basics of workflow rules and how they influence our contacts and leads.
Chapter 15, Implementing Process Builder, covers the basics of process builder, which will help us understand how to implement it in our applications to automate them.
Chapter 16, Approval Processes, covers the basics of approvals, including how they work and how they are assigned to help provide the right approval assignments to admins.
Chapter 17, Assignment Rules, covers the basics of assignment rules and how they help assign contacts and leads with the right leads.
To get the most out of this book
To get the most out of this book, sign up for the developer edition of Salesforce here: https://developer.salesforce.com/signup.
Once you sign up, you will have a working Salesforce environment that you can use to build the examples presented in this book. No other software is needed for the purposes of this book.
Code in Action
Code in Action videos for this book can be viewed at https://bit.ly/2ThY3S8.
Download the color images
We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://static.packt-cdn.com/downloads/9781838986094_ColorImages.pdf
Conventions used
There are a number of text conventions used throughout this book.
CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Any new case with a state/province of New York will be assigned to the New York Cases queue."
Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Clicking on Setup in the preceding screenshot brings you to the administration section of Salesforce."
Get in touch
Feedback from our readers is always welcome.
General feedback: If you have questions about any aspect of this book, mention the book title in the subject of your message and email us at [email protected].
Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packtpub.com/support/errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.
Piracy: If you come across any illegal copies of our works in any form on the Internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.
If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.
Reviews
Please leave a review. Once you have read and used this book, why not leave a review on the site that you purchased it from? Potential readers can then see and use your unbiased opinion to make purchase decisions, we at Packt can understand what you think about our products, and our authors can see your feedback on their book. Thank you!
For more information about Packt, please visit packt.com.
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
In this section, we will cover the Salesforce standard objects and how they interact across the sales, service, and marketing business units.
We will look at the following chapters in this section:
Chapter 1
,
Getting Started with Salesforce and CRM
Chapter 2
,
Understanding Salesforce Activities
Chapter 3
,
Creating and Managing Leads
Chapter 4
,
Business Development with Accounts and Contacts
Chapter 5
,
Using Opportunities Effectively
Chapter 6
,
Achieving Business Goals Using Campaigns
Chapter 7
,
Enhancing Customer Service Using Cases
Chapter 8
,
Business Analysis Using Reports and Dashboards
Getting Started with Salesforce and CRM
Once upon a time, before Facebook and iPhones, businesses ran their operations using on-premises software. These operations included managing customers and their interactions with the sales, customer service, and marketing departments of the organization. On-premises meant that the servers that ran this software were within the physical infrastructure of the business. Having the servers onsite meant huge maintenance and upkeep costs, as well as long deployment times for the smallest of changes. In 1999, Marc Benioff and his co-founders started Salesforce.com. As Benioff states in his book, Behind the Cloud, the idea was to make software easier to purchase, simpler to use, and more democratic, without the complexities of installation, maintenance, and constant upgrades. Salesforce was at the forefront of Software as a Service (SaaS) and cloud computing.
Fast-forward to 2019, when Salesforce.com reported $13.3 billion in total revenue in FY 2018 and is now constantly expanding the platform and acquiring new companies. This led to the Salesforce economy, which Salesforce projects to have created 3.3 million jobs by 2022. How did Salesforce get to this point? It started as a Customer Relationship Management (CRM) tool; then, over the years, it morphed into a powerful business platform with various clouds, including Sales Cloud, Service Cloud, Marketing Cloud, Analytics Cloud, Community Cloud, and many more.
In this book, we will focus on Sales Cloud and Service Cloud. These two clouds contain all of the core CRM functionality, which is the foundation of all the other clouds and sets up the path for you as the end user or aspiring admin to continue learning.
In this chapter, we will cover the following topics:
Understanding the core concepts of CRM
Understanding the difference between Salesforce Lightning and Salesforce Classic
Learning how to navigate Salesforce
Learning about the different search options
Learning how to use list views across all objects
Learning what Salesforce Chatter is and how to use it in your organization
Learning the personal settings options available to end users
What is CRM?
CRM includes all interactions with an organization's constituents. This includes prospecting, the sales process, retention, marketing efforts, and customer service. The core of Salesforce is the out-of-the-box CRM functionality that is provided when you sign up for the platform. There are various editions provided by Salesforce; each edition provides different features and per-user price points. The four editions of the core CRM product are as follows:
Salesforce Essentials: A s
mall-business CRM for up to 10 users
Salesforce Professional: A c
omplete CRM for any size of team
Salesforce Enterprise: A d
eeply customizable sales CRM for your business
Salesforce Unlimited: U
nlimited CRM power and support
Salesforce uses the concept of different clouds to bring together specific features. For example, all of the core features of running a sales operation, such as lead and opportunity management, are included in Sales Cloud. Features such as cases and knowledge bases fall under Service Cloud. There are also other clouds, such as Marketing Cloud, Analytics Cloud, and so on. The preceding editions in the bullet list focus on Sales Cloud and/or Service Cloud.
There is also a developer edition. The developer edition is one of the most valuable training tools when starting to learn how to use Salesforce, especially if you don't have access to a Salesforce environment of your own to practice what you are learning. Developer edition orgs are free, full-featured enterprise orgs with less storage and a limit of two licenses. These orgs are made for you to try out and develop features in an environment that is not directly tied to a paid production org. You can sign up for unlimited developer orgs. Regardless of the edition, the core objects are the same; we will cover them in detail in the following chapters of this book.
Now is a good time to go to https://developer.salesforce.com/signup and sign up for your own developer edition.
As we walk you through the concepts of this book, you can follow along on your own org. As you sign up, you will be asked to enter a company name. If you don't belong to a company, don't worry—just re-enter your name for the company name since it is a required field.
Classic versus Lightning
Over the years, Salesforce has had a few UI makeovers to keep up with the latest trends in usability and design. The latest, and by far the biggest, UI change Salesforce has carried out is the introduction of Salesforce Lightning in 2015. This was a fundamental change to the look and feel that Salesforce users were used to and brought with it many new features that are only available on Lightning. Some of these features include the following:
A modern UI
The Lightning Component framework, which allows developers to build responsive applications for any device with less effort
Many organizations that have used Salesforce for a long time either plan to migrate, or have already migrated to Lightning. When Lightning was released, the older Salesforce UI was renamed to Salesforce Classic to differentiate between the two. The following screenshots show the exact same page in Salesforce Classic and Salesforce Lightning. Notice the option to toggle between the two interfaces. This means any user you grant this permission to switch back and forth between Classic and Lightning. This feature helps with adoption when you first bring users on to Lightning.
This is the UI for Salesforce Classic. Although there is great functionality in Classic, the UI is not modern:
This is the UI for Lightning Experience. As you can see, the UI is more modern and you get a sense of the component-based framework from the home page items, on the left-side of the page:
Now that we know what the difference between Salesforce Classic and Salesforce Lightning is, let's take a look at how to log in to Salesforce and navigate to various useful sections.
Login and navigation
Once you get access to your development org, it's time to log in. To log in to Salesforce, you need to go to https://login.salesforce.com/. This is important, as we'll see later when we discuss sandboxes—you have to go to https://test.salesforce.com/ to log in to a sandbox. Your Salesforce username has to be in the format of an email, but not an actual email address. This is a key point since you may have access to multiple Salesforce orgs and the username has to be unique. So, when you set up your account, there is a requirement for an email address, which does have to be a real email address since you will receive your verification confirmation for the first-time login there. The username can be anything that takes the form of an email: so, for instance, my email might be [email protected], but my username could be [email protected].
Once you log in, you will notice all of the tabs at the top of the page:
These tabs will help you navigate to the various objects in Salesforce. Objects can be considered as buckets of information or tables in a database. The Account object holds the various account records, the Contact object holds the various contact records, and so on. We will cover these objects in more detail in the upcoming chapters. You will also see tabs for things such as reports, dashboards, and Chatter. So, tabs are a mix of objects, as well as items you may want to easily access. When you log in, you will always land on the home page, which can be customized with various items that can make your job easier. The home page has components such as quarterly performance and Einstein Voice Assistant, which can be customized as needed. The quarterly performance component allows the logged-in user to see their sales statistics for the current quarter. The Einstein Voice Assistant is an artificial intelligence module that lets you know which customers or potential customers to follow up with using a phone call or an email based on data points, such as the last activity.
In the following sections, we will cover App Launcher, the search functionality, list views, Chatter, and the personal settings that can be applied.
App Launcher
On the upper left-hand side of the page, you will notice a few tiles under the cloud icon. These tiles take you to App Launcher, where you can access various apps in your Salesforce instance:
Apps are a collection of tabs that can be customized. Changing the apps will change the tabs you see in your navigation. Some good examples of things you will see when you click on this tile are the Sales and Marketing apps. The Sales app has things such as Leads, Contacts, Opportunities, and other tabs that are used for the sales process. The Marketing app has these same tabs, along with the Campaign tab, which is heavily used in marketing. You will also see All Items, which shows you all the objects in case you need to access one of them and it is not a part of the specific app you have chosen.
Search
At the top of the page, you will notice the global search bar. This search bar allows you to enter any search term and returns any object where that term is included. In the following example, I searched for grand hotels. Notice that Salesforce returns the Accounts, Opportunities, and Contacts where this term is present:
Once you have looked at the top results, you can narrow the search down to a specific object and refine the search further, if needed:
In the preceding example, I narrowed the search down to the Opportunity object and further refined the search by setting the Stage filter under Opportunities to Closed Won.
List views
List views are one of the most useful tools available to Salesforce end users. They allow you to sort, prioritize, and analyze records that are important to you within a given object using filter criteria. You will notice that whenever you click on a tab that is connected to an object, you will always land on a default view called Recently Viewed. This view shows any records you have recently worked on:
You can create as many list views as you need to help facilitate your work. For example, let's say you are an account manager and you only work with accounts in California. Let us see how to build this:
Click on
New
to create a new list view:
On the next screen, enter the list view name,
California Accounts
. The API name is the name used for development/coding purposes; this name is automatically set based on your list view name. As you will notice, the API name cannot have any spaces, so underscores are automatically entered in place of any spaces in the name.
Here, you can also set the sharing settings for this list view. The view can be private, shared with all users, or shared with a subset of users:
Next, you can choose your filters. You can filter by the accounts you own or all accounts and you can add multiple filters. For our example, we want any account where the billing state or the shipping state is
CA
. The filter logic allows you to set the
AND/OR
logic. In this case, we set it to
1 OR 2
since we want any records with the billing or the shipping state set to
CA
as shown in the following screenshot:
Create a few list views in your development org (organization) to get the hang of using this feature. As you do this, use different objects to see the different field options you have within a specific object and think about the use cases where you may need list views in a business context. Now that we have learned about login and navigation, let's take a look at Salesforce Chatter.
Salesforce Chatter
Chatter is a real-time collaboration tool within Salesforce. Think of it as Facebook within your organization. You have your own profile, you can share updates, you can create groups (see label 1 in the following screenshot), you can upload files (see label 2 in the following screenshot), you can see users that follow you (see label 3 in the following screenshot), you can follow other users (see label 4 in the following screenshot), and much more! You can access your profile by clicking on the icon at the upper-right side of the page or by clicking on the People tab. Your profile will show the groups you belong to, the files you have shared, people you follow, and people that follow you:
If you scroll down on your profile, you will see your feed:
The feed includes any posts you have made, any posts you follow, or updates to tracked fields on records you follow. The actions can be customized to include more than the post, poll, and question action.
If you click on the Chatter tab, you get an expanded view of the feed:
This view allows you to further refine your feed (see label 1 in the preceding screenshot), post new updates (see label 2 in the preceding screenshot), and view recommendations from Einstein (see label 3 in the preceding screenshot). Now that we have looked at Salesforce Chatter, let's look at some of the personal settings options.
Personal settings
To round out our general overview, let's take a look at some personal settings:
To access your personal settings options, click on the profile picture at the upper-right corner of your screen, then click on
Settings
:
On this page, you will see all of your options under a set of categories on the left-hand side:
Under each one of these categories, you will find some personal customization options. Under
My Personal Information
, you have the option to add the following information:
These are the following features in it:
