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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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Summary

Congratulations! You have just come through the second chapter of this book! I hope you stay motivated and ready for the next chapter. For now, let’s summarize the chapter that you have just finished.

We explored the concept of multi-tenancy, where a single software instance served multiple clients. We examined the challenges faced by Salesforce in maintaining boundaries and making updates. This chapter shed light on why Salesforce employed a multi-tenant architecture. Thanks to comparison to a hotel where guests shared common resources but had isolated, private rooms, you should now remember better what multi-tenant means.

Next, we unraveled the notion of Salesforce orgs, their origins, and the various types in use. We learned about the lifecycle of an org and received practical best practices to address user and administrative concerns effectively.

In the final section of this chapter, we introduced Salesforce PODs, which are essentially server locations for...

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