Salesforce CRM Administration Handbook
Packt Publishing Limited (Verlag)
978-1-83508-569-1 (ISBN)
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
Purchase of the print or Kindle book includes a free PDF eBook
Book DescriptionDo 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.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 forThis 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.
Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies. Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
Table of Contents
Introduction and Getting Started with Salesforce
Salesforce Architecture
Data Management
Lightning Experience
Objects in Salesforce Objects
User Management and Security
Automation Tools
Reports and Dashboards
AppExchange and Custom Applications
Service Cloud
Sales Cloud
Salesforce Administrator Exam Preparation
Continuing Education and Career Development
| Erscheinungsdatum | 29.03.2024 |
|---|---|
| Verlagsort | Birmingham |
| Sprache | englisch |
| Maße | 191 x 235 mm |
| Themenwelt | Mathematik / Informatik ► Informatik ► Netzwerke |
| ISBN-10 | 1-83508-569-5 / 1835085695 |
| ISBN-13 | 978-1-83508-569-1 / 9781835085691 |
| Zustand | Neuware |
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