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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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Joining the Salesforce community

Every passion has its community, where you will find like-minded people for whom the language you use at work does not sound like blah, blah, blah (shoutout to my wife, who hears me like that when I talk about my work – I will teach you Salesforce one day, honey). Just as Metallica fans have their meetups and concerts, and motorcycle enthusiasts have their events, so do we.

But let us start first with people. After all, it is us, the users, administrators, developers, architects, and many, many others who create new products and configurations and share ideas – yes, it is us who are the community. What is definitely unique in these groups is the willingness to help. During my adventure with Salesforce, I noticed that people from different international communities, when they meet, talk like old friends even though they are meeting each other for the first time. I remember my first Salesforce World Tour in Warsaw, where I met many people...

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