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Salesforce CRM Administration Handbook

Salesforce CRM Administration Handbook

By : Krzysztof Nowacki, Mateusz Twarożek
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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 in Salesforce

In this chapter, we will focus on what is exceptionally important in the Salesforce structure, namely objects. As I mentioned earlier, Salesforce may remind you of Microsoft Excel, and I believe this software can be dubbed the precursor to most CRMs worldwide. So, if we draw a comparison to Excel, the object discussed in this chapter is akin to a spreadsheet. It’s the place where we keep our columns and rows of data. This is a structure that enables data storage. That’s what an object is, and that’s the end of it. Of course, I am joking – this is just the beginning. In this chapter, you will learn the differences between standard and custom objects, as well as what junction and external objects are.

I invite you to the world of objects, elements without which Salesforce wouldn’t exist. Here are the topics you will find here:

  • Standard/custom objects
  • Junction objects
  • External objects

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