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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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Lightning Experience

In this chapter, we will discuss the Lightning Experience. And no – we are not talking about the famous AC/DC song, Thunderstruck; we are talking about the Salesforce interface that has won the hearts of users. In this chapter, we will discuss what Classic was and what Lightning is now. We will answer important questions about why Lightning has gained so many fans and, importantly, we will learn how to operate within it and even what tools can be used to customize it to our needs. The last element we will touch upon in this chapter is Salesforce on the phone, which saves the life of more than one salesperson hitting the road every day.

In the chapter, we will cover the following topics:

  • Transitioning from Salesforce Classic
  • Introducing Lightning components
  • Customizing Lightning pages – Lightning versus Classic
  • Record page layouts
  • Related lists
  • Salesforce for mobile

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