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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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Chapter 5: Objects in Salesforce
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Chapter 7: Automation Tools
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Chapter 8: Reports and Dashboards
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Chapter 9: AppExchange and Custom Applications
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Chapter 10: Service Cloud
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Chapter 11: Sales Cloud
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Index
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Understanding multi-tenant architecture

In this section, you will learn about the types of system architectures. You will understand the difference between the following three types of structures:

  • Multi-tenant
  • Single tenant
  • Hybrid systems

You will get to know the challenges faced by landlords when establishing boundaries between one client and another and making updates. Most importantly (remember this is a book about Salesforce), you will find out why the leading CRM uses a multi-tenant architecture.

Multi-tenant structures

In the world of technology, “multi” is quite a common term: multi-tasking when talking about phones, multi-tenant when discussing cloud solutions, and multi-universe in the context of superhero movies. Oh, wait – we will not be focusing on that last part in this book.

When we mention multi-tenant, we are referring to a model where a single software instance serves multiple clients. All these clients use the same...

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