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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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Custom settings and custom metadata

Custom settings and custom metadata are highly similar concepts within Salesforce. As you may know, Salesforce occasionally develops features that serve similar purposes, such as Process Builder and Flows, and eventually opts for a single solution. A comparable situation arises with custom settings and custom metadata – they can achieve similar objectives. So, why did Salesforce create these distinct features? The answer is straightforward: because they can! Just kidding. Custom settings were introduced prior to custom metadata, so we could say that custom metadata is a sort of evolution of custom settings. This is, of course, a significant oversimplification, so let’s quickly compare these features:

Custom settings

Custom metadata

Suffix

“__C”, similar to a Salesforce custom...

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