Master the core concepts of Salesforce administration and gain a holistic understanding of the SF ecosystem that will also help you prepare for the Salesforce certification exam
Key Features
Understand Salesforce architecture and security model
Integrate Flow Builder with other Salesforce components for seamless automation
Understand how to create and manage approval workflows in Salesforce
Book Description
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.
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.
What you will learn
Discover strategies to stay up-to-date with Salesforce releases
Integrate Salesforce products seamlessly to meet diverse business needs
Explore Sales and Service Cloud and its transformative impact on sales and customer support operations
Master opportunity management for successful deal closures and pipeline forecasting
Understand Salesforce Orgs, managing users, settings, and customization
Explore data import and export methods and data mapping
Discover best practices, mock tests, and valuable tips and tricks to prepare for Salesforce certification
Who this book is for
This book is for aspiring Salesforce administrators and consultants looking to build a solid foundation in Salesforce products, system setup, and customization as well as advance their careers within the Salesforce ecosystem. It’s also a great resource for those preparing to take the Salesforce ADM 201 certification exam, as it serves as an excellent supplement to the existing learning materials
Author(s): Krzysztof Nowacki | Mateusz Twarożek
Edition: 2
Publisher: Packt Publishing Pvt Ltd
Year: 2024
Language: English
Pages: 444
Salesforce CRM Administration Handbook
Contributors
About the authors
Preface
Who this book is for
What this book covers
To get the most out of this book
Conventions used
Get in touch
Share Your Thoughts
Download a free PDF copy of this book
1
Getting Started with Salesforce
Starting with Salesforce
Exploring the Salesforce Admin role
Main responsibilities of a Salesforce Admin
Customization
Training and troubleshooting
Skills
Salesforce certification exams – what can you expect?
Pros
Cons
Analyzing Salesforce exams
Setting up your Salesforce account
Free Salesforce environments
A tour of Salesforce – getting around the interface
Home – where your Salesforce journey begins
The four riders of significance – Leads, Accounts, Contacts, and Opportunities
Search Bar
List Views
Related lists
Setup access and direct object setup access
Summary
2
Salesforce Architecture
Understanding multi-tenant architecture
Multi-tenant structures
Single-tenant structures
Hybrid structures
Discovering Salesforce orgs – what does it mean?
Salesforce instances and PODs
Where is my Salesforce org located?
Summary
3
Getting to Know Data Management
Overview of the data model
Salesforce apps
Objects, fields, and records
Importing and exporting data
Exporting and importing Salesforce data
Exporting data via Report Export
Import data via Data Import Wizard
Exporting and importing data via Data Loader
Exporting and importing data via Workbench
Deleting data
Deleting records manually
Mass deleting records via Data Loader
Deleting records via Salesforce Flow
Restoring the data
Record types
Custom settings and custom metadata
Custom settings
Custom metadata
Summary
4
Lightning Experience
Transitioning from Salesforce Classic
Introducing Lightning Components
Customizing Lightning pages – Lightning versus Classic
Record page layouts
Working with existing Lightning page layouts
How to create (or edit) a new Classic page layout
Creating a new Classic compact layout
Related lists
Salesforce for mobile
Summary
Further reading
5
Objects in Salesforce
Standard/custom objects
Junction objects
How to create a junction object
External objects
How to create an external object
Summary
6
User Management and Security
User management
Password management
Controlling system access
Profiles, roles, and permission sets
Sharing settings and organization-wide defaults
Organization-Wide Default
Sharing rules
Field-level security
Login policies and MFA
Summary
7
Automation Tools
Approval processes
Flow Builder
Apex triggers
Salesforce AI
Einstein for Sales
Einstein for Service
Einstein for Marketing
Einstein for Commerce
Einstein for Data
Einstein Copilot
Summary
8
Reports and Dashboards
Creating reports
Report folders
Report builder
Report types
Dashboards
Best practices in designing dashboards
Summary
9
AppExchange and Custom Applications
Introduction to AppExchange
Salesforce Labs Apps
Installing and Managing App
Summary
10
Service Cloud
Introduction to Service Cloud
Case management
Summary
11
Sales Cloud
Seller Home
Leads
Accounts
Contacts
Activities
Campaigns and Campaign Members
Opportunities
Opportunity Contact Roles
Opportunity Products and Quotes
Opportunity list view versus Kanban view
Forecasts
Summary
12
Salesforce Administrator Exam Preparation
Exam format and scoring
Online Proctored
Onsite Proctored
Study strategies
Salesforce resources
Non-Salesforce resources
Practice questions and mock exams
Answers:
Tips and tricks for exam day
Before the exam
During the exam
After the exam
Summary
Further reading
13
Continuing Education and Career Development
Staying up to date with Salesforce releases
Joining the Salesforce community
Advanced certifications and career pathways
Preparing your CV and presenting your Salesforce-specific skills and experience
Utilize your network
Engage with the Salesforce community
Maximize networking opportunities
Summary
Index
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