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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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Chapter 5: Objects in Salesforce
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Chapter 7: Automation Tools
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Chapter 8: Reports and Dashboards
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Chapter 9: AppExchange and Custom Applications
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Chapter 10: Service Cloud
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Chapter 11: Sales Cloud
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Index
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Creating reports

Salesforce is a CRM software that stores data for everyday use. Users are inputting this data, updating this data, or deleting the data. An everyday work routine is built from those tasks, and all of this data stored in Salesforce can be reported and exported using Salesforce reporting features, which can be used in several situations, such as the following:

  • Tracking users’ actions, such as opportunities, tasks, cases, etc., in reports
  • Creating the reports to, in turn, build Salesforce dashboards
  • Exporting the data outside Salesforce

Salesforce reporting features are quite extensive. However, before you learn more about how to create Salesforce reports, let’s now see how to create report folders in which you will be able to store your reports.

Report folders

Salesforce report folders are similar to Windows folders. Similarly, you can just create the folder and place the report in it. Let’s see how to do this step by...

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