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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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Junction objects

In the previous section of this chapter, we learned what a Salesforce object is. We also observed that objects can have relationships with each other, such as lookup or master-detail. Both relationships are crucial, as most of the time, you’ll use them to connect Salesforce objects. Thanks to these relationships, you can effortlessly establish one-to-many relationships where there’s a single parent, but multiple child records can be associated with it. However, there will be instances where these types of relationships might not be sufficient to meet the business requirements you’ll encounter.

If you’ve spent some time working with Salesforce Accounts and Contacts, you may have noticed that it works seamlessly when connecting a Contact to a single Account. On the Contact record, you’ll observe that a specific Contact is linked to one and only one Account. But what about scenarios where this Contact is associated with multiple Accounts...

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