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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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Flow Builder

Modern times could be compared to jumping into hyperspace from Star Wars (sorry, Star Trek). If we close our eyes for a moment, we might feel like Steve Rogers (Captain America) after 66 years of being frozen. Sometimes I wonder what Walt Disney would think after such a long freeze, but he would probably like the movie Frozen (ba dum tsss). But getting back to the topic, we often do not notice the conveniences that surround us, from mobile phones to streaming platforms and many other impressive elements of our daily lives. One such improvement is Flow in Salesforce. It is automation—a process that is automatically triggered based on certain conditions, waiting for specific behaviors or a specific time/day. What was before Flow? Salesforce employees monitored each record and when conditions were met, they made the required changes. Of course, I am joking; workflow rules came first, and then there was Process Builder. The former was a form where you set conditions...

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