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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 for mobile

In modern times, fast access to data is a primary key to success. Of course, Salesforce recognizes this, which is why there is the possibility to access your organization on mobile devices. Whether you are using an Android or Apple phone, Salesforce has you covered. You can install the dedicated app directly from the Play Store or Apple Store. With the Salesforce mobile app, essential information is always at your fingertips. But what exactly can you do with this app?

Let’s list the most important mobile app features:

  • Real-time collaboration for efficient teamwork
  • Instant access to sales data, records, and reports for quick decision-making
  • Accelerated deal closures with progress visibility
  • Streamlined daily organization for schedules and tasks
  • Priority notifications for urgent messages and approvals
  • Easy task management
  • Effortless case organization and escalation

We have just listed the main features, but how...

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