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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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Summary

Thank you for being with us on this exciting Salesforce adventure! You have just finished the next chapter of this book, and your Salesforce knowledge is blossoming. Let’s now summarize here what you have learned in this chapter.

In this chapter, you have primarily learned about Salesforce standard and custom objects, gaining practical knowledge on how to create a brand-new custom object. Moreover, you have learned how to establish relationships between Salesforce objects using lookup or master-detail fields.

You’ve also learned about Salesforce junction objects, their logic, and usage, and even had the opportunity to create one in a real-life example while building a simple Salesforce recruitment app.

In the final section of this chapter, you’ve gained insights into external objects, their practical applications, and practical knowledge on how to create such an object.

As this chapter concludes, the Salesforce saga continues. Join us in the...

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