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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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Tips and tricks for exam day

In this section, we would like to present you with a few tips and tricks that may come in handy on the day of the test, while you’re solving it, and even the moments just after! I’ve divided them into tips for just before the exam, during the exam, and after the exam. I encourage you to read these tips and tricks.

Before the exam

The following are some things to keep in mind before the exam:

  • If you’ve opted for an online exam at home, check and prepare your computer in advance. Remember that Salesforce requires the installation of a dedicated application, and you must have a functional webcam. You should check all of this in advance.
  • If you’re taking the exam at an exam center, arrive early. Keep in mind that the process of verifying your data (i.e., checking if it’s really you) takes a bit of time.
  • Leave your gadgets in the locker at the exam center. Personal items, as well as your phone or watch...

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