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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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Overview of the data model

We step into our digital world of Salesforce. The digital realm is based on logic, on zeros and ones, ensuring that an action will trigger a reaction (unless something goes awry with the Flow, and we receive a charming red error message). It is a bit like digital karma; every action will return to you. Through our actions in the system, we can adjust the rules of digital karma. However, the rules work on certain conditions, and to meet these conditions, structure is important.

The structure of Salesforce is fairly simple. It is based on the main elements, which are the skeleton of this system, with additional elements attached to it.

So, what comprises the main elements? Let us start with objects.

On Cloudy Street, there stands a house. This house is quite ordinary – single-story, built from old (soulful) bricks, and on the door of the house, the name Salesforce is written. If we enter this house, the first thing that catches our eye will...

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