Book Image

Salesforce CRM Administration Handbook

By : Krzysztof Nowacki, Mateusz Twarożek
Book Image

Salesforce CRM Administration Handbook

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. 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)

Getting Started with Salesforce

In this chapter, we provide a comprehensive introduction to Salesforce, the leading CRM platform. We’ll explore the features and capabilities that make Salesforce a powerful tool for streamlining sales, service, and marketing processes. Delve into the Salesforce Admin role, understanding the primary responsibilities and essential skills required for success. Learn about the prestigious Salesforce Admin certification exam, including its format, the covered topics, and the benefits it brings to your career. Discover how to set up your account with step-by-step instructions, ensuring a smooth entry into the platform. Dive into the interface as we guide you through efficient navigation techniques, allowing you to explore Salesforce’s features and functionalities effortlessly. Furthermore, master the Salesforce terminology with a comprehensive glossary that demystifies key concepts and empowers you to communicate effectively within the platform. By the end of this chapter, you’ll have the tools and knowledge needed to confidently embark on your Salesforce journey and unlock its full potential.

In this chapter, you will learn about the following topics:

  • Starting with Salesforce
  • The Salesforce Admin role – primary responsibilities and needed skills
  • The Salesforce certification exam
  • Setting up your Salesforce account
  • A tour of Salesforce – getting around the interface