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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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Case management

Assigning cases is a crucial aspect of managing issues within a company. In a service desk department, the structure often consists of agents and team leads, with the service desk divided into specific departments with various specializations such as finance, technical issues, and client contracts. Imagine a scenario where a finance-related case is assigned to someone without financial knowledge. This could lead to bad customer feedback, unresolved issues, and usually escalations affecting the agent’s perception. Service Cloud comes to the rescue here. Let us start with the basics of ownership, which I briefly mentioned earlier. Ownership is the responsibility for a specific case. Incoming cases cannot wait indefinitely for someone to accept them, leading to two scenarios:

  • The team leader takes care of the assignment, which can cause delays as even leads need breaks
  • Service Cloud handles the assignment without needing breaks

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