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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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External objects

External objects function much like custom objects, with the distinction that they are linked to data residing beyond your Salesforce organization. Every external object is dependent on an external data source definition, facilitating the connection to data stored in an external system. Each definition of an external object corresponds to a data table within this external system, while the fields of an external object correspond to the columns within that table. External objects are searchable, and users can interact with this data also. Simply put, external objects are special types of Salesforce custom objects that can display data stored outside of Salesforce. Sounds cool? That’s because it is! But what makes this “coolness” even cooler? There are lots of benefits to using external objects. Let’s list here the most important:

  • Data storage savings – External objects prove most advantageous in scenarios where there’...

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