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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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User Management and Security

Welcome to Chapter 6. You are getting closer to the halfway point of the book. In the previous chapter, you learned about the differences between standard, custom, junction, and external objects, and their application in the system. I’m sure this has helped you understand the most important aspects of Salesforce’s structure. Now that we have the structure, let’s take a closer look at users and their access. After all, the system would be meaningless without its users. It’s like a city without residents or Coca-Cola without bubbles. Certain elements are indispensable. So, in this chapter, we’ll take you on a wonderful journey through user management and all the elements related to their access.

I would like you to pay special attention in this chapter to how you can grant specific access to your users, and how to revoke it – you could say that you are somewhat the lord and master of your Salesforce org. Here is...

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