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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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Chapter 5: Objects in Salesforce
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Chapter 7: Automation Tools
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Chapter 8: Reports and Dashboards
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Chapter 9: AppExchange and Custom Applications
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Chapter 10: Service Cloud
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Chapter 11: Sales Cloud
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Index
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Standard/custom objects

In the previous chapters, you learned about the components of Salesforce. Indeed, it has meticulously written lines of code that look awesome after graphic processing. You also learned how the system is divided among its tenants, and what Classic and Lightning are. As you can see, some of the Salesforce elements are duplicated. The same goes for objects – we have standard and custom ones. Objects in this ecosystem are an absolute must-have, and it’s these two types you will learn about in this section. So, let’s get started.

To better illustrate the meaning of an object, imagine two warehouses with thousands of different products. In the first one, James, the chief warehouseman, is a disorganized person. Papers are scattered under his feet, products are strewn around the warehouse, and when an order comes in, he scratches his head, trying to find the right goods. On the other hand, in the second warehouse, there’s John. John loves...

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