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Salesforce CRM Administration Handbook

Salesforce CRM Administration Handbook

By : Krzysztof Nowacki, Mateusz Twarożek
5 (7)
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Salesforce CRM Administration Handbook

Salesforce CRM Administration Handbook

5 (7)
By: Krzysztof Nowacki, Mateusz Twarożek

Overview of this book

Do you aspire to be a successful Salesforce administrator or consultant? If yes, then this step-by-step guide is for you. Written by certified Salesforce professionals, the Salesforce CRM Administration Handbook will take you through the intricacies of Salesforce, covering objects, records, automation, and much more while also prepping you for the Salesforce certification exam. Starting with an overview of the capabilities and limitations of Salesforce, you’ll progress toward a holistic understanding of system architecture with real-world examples, including workarounds that enable the successful completion of projects. As you delve deeper, you’ll learn about the fundamental concepts of a CRM system, its purpose, and the pivotal role of an administrator in the Salesforce lifecycle. You’ll also explore the basic structures of the entire Salesforce system and navigate confidently through the intricacies of security, automation, and reporting in the Sales/Service Cloud. By the end of this book, you’ll have the confidence you need to navigate Salesforce’s backend seamlessly, implement configuration changes effortlessly, and communicate fluently in Salesforce terminology.
Table of Contents (16 chapters)
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Summary

In summary, this initial chapter has given us the basic understanding needed to grasp why Salesforce is important and how it works.

We’ve explored the pivotal role of a Salesforce Admin, gaining insights into their key responsibilities and the essential skills they need to excel. Now you know what a Salesforce Admin does, so you will now consciously follow this challenging path and you won’t be saying that no one warned you about it. So, no excuses from now, sorry!

Additionally, the section on the Salesforce certification exam has illuminated the path to becoming a certified professional. Now you know that more is sometimes less, and that you don’t need to be a Salesforce General with tons of badges and certificates on your chest to become successful, desired, or who knows, maybe even loved by the market.

Practical guidance has been offered on setting up a Salesforce account, followed by a detailed tour of the platform’s interface, enhancing readers’ ability to navigate and utilize Salesforce effectively. You are now able to create a free and endless Salesforce environment, one or a hundred of them. OK, let’s say even thousands of them. You will stop counting after the tenth.

We hope you enjoyed the first chapter of this book and are eager to explore more! Remember that Salesforce is all about development, and here, we are talking not only about app development but also, most of all, about self-development, where we believe perseverance is a key skill. So, “Stay hungry, stay foolish,” – Steve Jobs and remember, “We’ve (all) suffered losses, but we’ve not lost the war.” - Optimus Prime. This is just the beginning, and the real deal will come in the next chapters! Buckle up! Here we go!

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