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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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Staying up to date with Salesforce releases

I have often stressed that today’s world is very dynamic. Just when we think our knowledge is up to date, a new update appears, and we start our learning journey anew. Every manufacturer of electronic equipment or software must improve their product; without this, it will become outdated and fall behind current standards, and its security will be compromised. Just as phone manufacturers release updates, Salesforce also has such updates. (Actually, that’s not surprising: even my vacuum cleaner updates itself from time to time.) So, I do not mean to worry you, but after passing your admin certification, you still need to learn. But thanks to this, you can implement the latest solutions in your org. So, there is some give and take.

What is a release? A release is nothing more than an update to the Salesforce platform. These updates are released three times a year – in spring, summer, and winter. These updates provide...

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