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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

Here we are, at the end of Chapter 9. Your knowledge of Salesforce is already quite substantial, and yet, this is not the end of the book. In this chapter, you learned that while Salesforce is indeed the best CRM in the world, it still doesn’t have all the bells and whistles that a user might dream of. To address various needs of users, Salesforce supports itself with applications from the AppExchange store, the app market which belongs to the Salesforce itself, but you can find their apps that are created by Salesforce technology partners. Those partners are called by Salesforce ISV which stands for Independent Software Vendor.

After you found what the Salesforce AppExchange is, what kinds of applications you can find there, and what criteria to consider when searching for them we described examples of a special type of application available on AppExchange under the Salesforce Labs Apps label—applications created for Salesforce by Salesforce’s own development...

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