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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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Preface

Greetings! Welcome to the world of Salesforce administration. The Salesforce CRM Administration Handbook is a comprehensive analysis of the functionalities of Salesforce that you need to know to become a Salesforce Certified Administrator. This book also includes practical tasks that you will be able to perform with us.

As you may already know, Salesforce is a platform that empowers businesses with its robust automation and management capabilities. In the realm of Salesforce, administrators play a pivotal role in overseeing the platform’s functionalities, ensuring smooth operations, and driving business success. This book serves as your comprehensive guide to mastering Salesforce administration, specifically tailored to prepare you for the Admin exam.

Many resources cover features related to Salesforce, but in this book, we also focus on exam preparation and future career development. Additionally, we detail two of Salesforce’s most popular products, Sales Cloud and Service Cloud, so this book serves not only as a resource for Salesforce Certified Administrator exam preparation but also as a first step toward obtaining additional Salesforce certificates, such as Sales Cloud Consultant and Service Cloud Consultant.

Drawing from years of experience in the Salesforce ecosystem and insights gathered from interviews with industry-leading Salesforce administrators and consultants with whom we have worked over the years, this book provides practical advice, best practices, and real-world scenarios to equip you with the skills needed to excel in Salesforce administration.

As per the latest analyst reports, Salesforce is a leader in the CRM space, with continued exponential growth projected in the coming years. With this growth, the demand for skilled Salesforce administrators is set to skyrocket. This book prepares you not just for the present but also for the future, ensuring you’re equipped to handle the evolving challenges and complexities of Salesforce administration.

Whether you’re embarking on a new career path or seeking to enhance your existing skills, this book is your roadmap to success in Salesforce administration. Let’s dive in and unlock the full potential of Salesforce together.

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