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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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Salesforce apps

Have you ever wondered how you can facilitate users’ access to certain functions in the system? So that they do not scratch their heads wondering where the opportunities are located, or so they do not have to leaf through every item in the App Launcher looking for cases? That is what apps are for. But remember, these are not the kind of apps you have on your phone, such as Candy Crush or an app for cute photos; no, these are collections of specific objects.

Imagine that your colleagues from the accounting and service departments come to you, each of them with different requirements and completely different needs. Now imagine that Mr. John from the service department has to search for a screwdriver among the papers on Ms. Jane’s desk, and Ms. Jane has to find a calculator in Mr. John’s toolbox. However, through these searches, they may fall in love with each other.

So, what is an app? An app is a collection of objects, tabs, reports, and charts...

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