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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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Reports and Dashboards

In the previous chapters, we learned how to create and automate data in Salesforce. All right, but what comes next with all this data? Do they exist in the CRM just for the sake of being there? Is Salesforce like a boring novel that someone created and nobody wants to read? Of course not! At least it should not be like this! There will come a moment when you’ll want to report on the data that have made their way into your CRM to support both your administrative activities and the actions of your users, their supervisors, and even your organization’s CEO. As you already know, Salesforce is a highly sophisticated tool that doesn’t overlook reporting modules, and they are quite advanced. In this chapter, we will break down the components of Salesforce reports and dashboards, giving you valuable insights that will help you and your colleagues analyze data to make the most informed business decisions.

In this chapter, we will cover the following...

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