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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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Who this book is for

This book is for those embarking on their journey with Salesforce for the first time, aspiring to become Salesforce Certified Administrators in the future, and all Salesforce users who want to extend their current knowledge related to Salesforce.

The primary focus of this content is directed towards three key personas, namely the following:

People without hands-on experience with Salesforce – If you’ve ever thought about working in the Salesforce ecosystem but don’t know where to start, then this book is for sure for you. It’s sufficient to have a basic understanding of how the software works. The rest you will learn from us.

Salesforce beginners wanted to pass the Salesforce Certified Administrator exam – People with a few months’ experience with Salesforce who want to prepare themselves for the Salesforce exam.

Salesforce junior consultants – These people will be able to complete their knowledge with this book, as we cover elements that can easily be overlooked in our day-to-day work.

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