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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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Accounts

I think, in this case, there’s no need to delve too deeply. An Account in Salesforce contains the company data you input. These can be your clients, potential clients, partners, or even competitors (to mark this, you can use the standard Type field). Importantly, Accounts are related to Contacts and Opportunities. This means that by accessing the profile of a specific company, you can immediately see which Contacts belong to that company or view historical and current sales opportunities.

Account records also include the company’s contact information, tax numbers, and so on. These are rather static data, making this object less frequently edited and, therefore, less attractive to users. However, it exists because there needs to be a common part connecting Contacts and Opportunities. Yet, it doesn’t always have to be this way. One thing I often do to make Account records more appealing is to use fields such as Rollup Summary, summing up the total sales...

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