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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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Getting to Know Data Management

The world is constantly evolving, with technology advancing a few steps each day, and in this world, data reigns. Thanks to the data, we are able to find the right pattern for further steps. However, this pattern must function within a certain structure, and every system is a structure. As a result, we are able to get used to it, learn it, and eventually start using it. We can compare this to a city, which has its infrastructure, buildings, residents, and much more. When all these elements are in place, the system functions efficiently. It becomes clear who holds responsibility for various infrastructures such as the sewage system, electrical network, and water access. This allows us to verify who can help us in case of problems. As I mentioned, it is like the Salesforce system; it has its own objects, applications, records, and fields. Records are created or imported, and when they are no longer needed, they are deleted.

Data is more than just numbers...

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