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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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Password management

This section can be summarized by two characteristics of passwords: hard to break and containing as many different types of characters as possible. But you probably already know that passwords such as 12345 or QWERTY are not good choices. In general, it seems that the silliest passwords, such as 1L1k3P4nK3ke$ (I like pancakes), are the hardest to crack. Unfortunately, we don’t always have control over the passwords our users set... or do we? Here and now, I want to make you aware that we can force them into certain password requirements. To do this, go to Setup, and in the quick find box, please enter password policies and select the entry that appears. Here is a list of settings that will help you manage passwords using Password Policies:

  • User passwords expire in: This setting allows us to determine the length of time a password is set for. In the list, we have options ranging from 30 days to Never expires.
  • Enforce password history (How I dislike...

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