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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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Objects, fields, and records

Just as the body consists of cells, Salesforce is also a collection of various elements. Some are larger, others significantly smaller, but each of them holds great significance. In this section, we will discuss objects, fields, and records. With these components, an administrator can create a unique tool with all the conveniences. Let us begin.

Objects in Salesforce

Objects in Salesforce are fundamental elements, without which Salesforce could not exist. For how could you find, for example, Contacts among thousands of records of one kind that are not grouped in any way? It is a bit like buying chips – with no specified flavor, just chips, and hoping to pick out the paprika-flavored ones. Would there be a guarantee you would pick it out the first time? Not necessarily. That is why Salesforce designed its structure resembling its prototype, Excel.

I think I will not be lying if I say that everyone knows at least a bit of Excel and can use...

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