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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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Index

As this ebook edition doesn't have fixed pagination, the page numbers below are hyperlinked for reference only, based on the printed edition of this book.

A

Account Contact Relationship 108

Accounts 228

activities 231-233

Advanced Administrator certification 281

Apex triggers 149, 150

after triggers 149

before triggers 149

app 45

AppExchange 185

App Sections 189, 190

filters 188

home page 186, 187

URL 186

approval processes 137-141

B

bar chart 182

business analyst (BA) 286

C

career paths 284-290

CV, preparing 291

engagement, with Salesforce community 292

networking opportunities, maximizing 293

network, utilizing 292

Salesforce-specific skills and experience, presenting 291

Case Assignment Rules 211

case management 219

cases 204-207

chief revenue officer (CRO) 138

Classic compact layout

creating 88

Classic page layout

creating 87

column chart 182...

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