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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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Approval processes

We’ll start this section with a question: do you remember as a kid asking your parents for permission to have sweets or to spend time playing Warcraft or Starcraft with friends? I think all of us asked our parents for something at some point. But what if such a request was automated? Imagine your parents/caretakers receiving an automatic query the moment you reach for the first M&M. Or imagine you start your favorite game and it pauses until you receive approval from a parent. Sounds like a nightmare for kids, but it’s a perfect solution for parents. This, in a nutshell, is what an approval process is. With the high dynamics of current times, users working on Salesforce may forget certain steps or simply not adhere to existing procedures. But we, the system admins, stand guard.

To help you further understand what an approval process is, let’s describe a real scenario. Imagine you are the manager of a large sales department and the end...

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