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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

In this chapter, users delved into pivotal elements of Salesforce security and access control.

The exploration began with an in-depth look at sharing settings, shedding light on the crucial role played by organization-wide defaults and sharing rules. Users gained a profound understanding of how these settings dictate record access within an organization. Particularly emphasized was their role in horizontal data sharing among different teams or groups, enriching the comprehension of data visibility.

Field-level security emerged as a critical aspect, unveiling its significance in managing field visibility and editability. Users discerned the nuanced differences between controlling field access at the Profile level versus the Page Layout level, empowering them to exercise tighter control over sensitive data.

The chapter progressed to focus on login policies and MFA, exploring strategies to fortify user authentication and ensure secure access to Salesforce platforms. This...

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