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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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Deleting data

If you have the possibility to delete all Salesforce data, that means that you are someone important, maybe a Salesforce Admin. If you are not, then someone did not spot something and gave you too much power, because as the well-known saying goes: “With great power comes great responsibility.

In this section, we will detail the following few ways in which data can be deleted from Salesforce:

  • Deleting records manually
  • Mass deleting records via Data Loader
  • Flow Delete action

No worries; we will also see how to rescue the deleted data.

Deleting records manually

As simple as it may seem, you may have the right to delete records manually, one by one. It sounds like an obvious feature; if someone can create records, they should also be able to delete them. However, in the Salesforce world, to be able to delete records on some objects, the user needs to have the proper permissions. Permissions come separately for each object and...

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