Salesforce for Begin... by Sharif Shaalan (z-lib.org)

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[ 437 ]

Index

A about 208
settings 208
accounts assignment rules
business use case 75 in action 414, 415, 416, 417, 418, 419
creating 75, 76, 77, 78, 79, 80, 81, 82 auto-response rules
working 75 setting up 62, 63, 65, 66

actions C
adding, to approval process 384, 386, 388
call log, Salesforce Activities
Active Directory (AD) 220 about 32, 33, 34
Admin certification business use case 32

adding, to contact 298, 299, 300 campaign hierarchies
ADMINISTRATION section using 144, 145

Data section 201, 203 campaign members
Email section 204, 206 contacts, adding 138, 139
Users section 199, 200 email, sending 143
using 198 leads, adding 135, 137, 138
apex sharing 249 using 135
App Launcher 12
approval process, settings campaigns
Approval Process Information 382 business use case 131
approver, selecting 382 creating 131, 132, 133, 134, 135
Select Approver options 382 third-party apps, using 145, 146, 147
Specify Entry Criteria 382 using 131
approval process
actions, adding to 384, 386, 388 case assignment rules
approval steps, viewing in 384, 386, 388 business use case 408
approver selection, adding to 381, 383 creating 408, 409, 410, 412, 413, 414
business use case 378
business use case, in action 390, 391, 392, Case Status
using, to drive process 157
393, 395, 396
creating 378, 379, 380 cases
entry criteria, adding to 381, 383 creating 151, 152, 153, 155, 156
approval steps using, to enhance customer service 151
viewing, in approval process 384, 386, 388
approver selection certification
adding, to approval process 381, 383 adding, to contact 297
Apps section
changesets
business use case 260
creating 260, 261, 262, 263, 264, 265, 266
deploying 266, 267

chart Development section 214
adding, to report 178
E
Company Settings section
about 219 Einstein section
settings 219 about 209
settings 209
contact roles 110, 112, 114
contacts, campaign history email approvals
enabling 389
viewing 140, 141
contacts email integration options
about 40
business use case 82 Gmail integration options, using 43
creating 82, 83, 85, 86, 87, 89, 90 Outlook integration options, using 43
criteria-based sharing rules 235, 236
criteria Email section
adding, in process 357, 358, 359 about 204, 206
CRM product sub-sections 205
editions 7
Cross-Origin Resource Sharing (CORS) 221 Email-to-Case
Custom Code section using, to create cases 164, 166, 167, 168, 169
about 213
settings 213 email
custom fields business use case 40
creating 278, 279, 281, 282, 283, 284, 285, sending 40, 41, 42

286 Entity Relationship Diagram (ERD) 210
custom objects entry criteria

business use case 271 adding, to approval process 381, 383
creating 271, 272, 274, 275, 276, 277, 278 Environments section
Customer Relationship Management (CRM) 7, 8
customer service about 214, 216
business use case 151 settings 215
enhancing, with cases 151 escalation rules
using, for quicker case resolution 158, 159, 160,
D
162
dashboards Events section 210
used, for visualizing data 186, 187, 188, 189, Events
190, 191
about 37
Data Classification section business use case 37
about 219 creating 36
settings 219 event log, creating 37, 38

Data section F
about 201, 203
sub-sections 202 Feature settings section
about 208
database tables 271 settings 208
Dataloader.io 217
Developer Pro sandboxes 258 final rejection action 387
Developer sandboxes 257 forecasting

using 123, 125, 126, 127, 128
forms

working, with web-to-lead 57, 59, 61

[ 439 ]

Full Copy sandboxes 259 exploring 53, 54
leads, campaign history
G
viewing 140, 141
Gmail integration options leads
using 43
about 47
grouping business use case 47
used, for creating Matrix reports 177, 178 converting 55, 56, 57
used, for creating report types 176 creating 47, 48, 50, 52
used, for creating Summary reports 176, 177 list views 14, 15, 17

I M

Identity section managed package applications 304
about 220 Matrix reports
settings 220
creating, with grouping 177, 178
immediate actions metadata 252
setting, in process 360, 361 Mobile App Quickstart

immediate workflow actions used, for configuring Salesforce Mobile 317
creating 335, 337, 339, 340, 341
N
implicit sharing
about 249 Notification Builder section
use cases 249 about 217
settings 217
Independent Software Vendors (ISVs) 203
Integrations section O

about 216 Object Manager settings
settings 216 using 223, 225

K object
adding, in process 357, 358, 359
Key Performance Indicators (KPIs) 172
Objects and Fields section
L about 210
settings 210
lead assignment rules
business use case 399 opportunities
creating 399, 401, 402, 403, 404 business use case 102
creating 102, 104, 105
lead processes creating, for existed customer 102
about 66 creating, for new customer 102
using 69, 71, 72 sales path, using 105, 107, 108, 109, 110
stages, using 105, 107, 108, 109, 110
lead settings, sections using 102
Lead Conversion Settings 69
Lead Merge Settings 69 Optimizer section 222
Lead Queue Settings 68 organization-wide (org-wide) defaults

lead settings about 228
about 66 business use case 228
using 66 controlled by parent 228
private 228
Lead Status field

[ 440 ]

public read-only 228 finishing and testing 366, 367, 368, 370
public read/write 228 immediate actions, setting 360, 361
public read/write/transfer 228 object, adding in 357, 358, 359
setting up 228, 229 scheduled actions, setting 363, 364, 365
using 228 second criteria, adding to 362, 363
Outlook integration options products
using 43 using 115, 116, 118, 119
ownership-based sharing 234, 235 profiles
about 237
P business use case 237
using 238, 239, 240, 241
page layouts
creating 286, 287, 289, 292 Q
using 286, 287, 289
Queue Selection 403
Partial Copy sandboxes 258 queue
permission sets
about 404
about 241 business use case 405
business use case 241 creating 405, 407, 408
using 242, 244, 245, 246 quotes
PLATFORM TOOLS section using 120, 122
Apps section 207
Custom Code section 213 R
Development section 214
Einstein section 209 recall action 387
Environments section 214, 216 record types
Events section 210
Feature settings section 208 creating 292, 293, 294, 295, 296
Integrations section 216 using 292, 293, 294, 295, 296
Notification Builder section 217 relationship
Objects and Fields section 210 adding 95
Process Automation section 211 relationships
User Engagement section 216 about 90
User Interface section 211 adding 93, 94, 96
using 206 business use case 91
price books enabling 91, 92, 93
using 115, 116, 118 removing 97, 98, 99
Process Automation section report types
about 211 creating, grouping used 176
settings 211 reports
Process Builder business use case 172
best practice 372, 373, 374, 375 chart, adding to 178
process creating 172, 173, 174, 175
business use case 354 running 181, 182, 184
creating 354, 356, 357 saving 179, 180
creating, with Process Builder 354 subscribing to 184
criteria, adding in 357, 358, 359 using 172
Return on Investment (ROI) 135

[ 441 ]

role hierarchy second criteria
about 230 adding, to process 362, 363
business use case 230
using 230, 231 Security section
about 221, 222
S settings 221

sales path 105 service-level agreement (SLA) 154
Salesforce Activities SETTINGS section

navigating to 27, 28 about 217
Salesforce AppExchange Company Settings section 219
Data Classification section 219
using 305, 307 Identity section 220
Salesforce calendar Optimizer section 222
Security section 221, 222
about 39 Setup page
entries, creating 36 navigating to 195, 197, 198
Salesforce Chatter sharing and visibility features
about 17, 18, 19 about 246
personal settings 19, 21, 22, 24 apex sharing 249
Salesforce Classic implicit sharing 249
versus Salesforce Lightning 8, 9 system permissions 247, 248
Salesforce Lightning user permissions 247, 248
features 8 sharing rules
versus Salesforce Classic 8, 9 applying 232, 233
Salesforce Mobile business use case 232
business use case 317, 318, 320, 321, 323, criteria-based sharing rules 235, 236
ownership-based sharing 234, 235
324, 325, 326, 327 using 232
configuring, with Mobile App Quickstart 317 Summary reports
Salesforce creating, with grouping 176, 177
App Launcher 12 system permissions 247, 248
list views 14, 15, 17
login 11 T
navigation 11
search bar 13, 14 Task List View, Salesforce Activities 35
URL 11 task view, Salesforce Activities 36
sandboxes tasks, Salesforce Activities
business use case 252
creating 252, 254, 255, 256 about 28
Developer Pro sandboxes 258 business use case 28
Developer sandboxes 257 task log, creating 29, 30, 31, 32
Full Copy sandboxes 259 team access
Partial Copy sandboxes 258 about 236
types 257 business use case 236
using 252 using 236
scheduled actions third-party applications
setting, in process 363, 364, 365 business use case 304
search bar 13, 14 installing 307, 308, 309, 311

[ 442 ]

managed package applications 304 settings 212
Salesforce AppExchange, using 305, 307 user permissions 247, 248
uninstalling 313, 315, 316 User Selection 403
unmanaged package applications 303 Users section 199
using 303, 311, 313
time-dependent workflow actions about 200
creating 342, 343, 344 settings 201
Today's Events (1) component 36
Today's Tasks (2) component 36 W

U Web-to-Case
using, to create cases 162, 163, 164
unmanaged package applications 303
user acceptance training (UAT) 259 Web-to-Lead
User Engagement section used, for working on forms 57, 59, 61

about 216 workflow rules
settings 216 business use case 331
User Interface section creating 331, 333
about 211 evaluation criteria, setting 333, 335
rule criteria, setting 333, 335

workflow
testing 345, 346, 347, 349, 351