Salesforce CRM Administration Handbook : A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM / Krzysztof Nowacki and Mateusz Twarozek.

Format:

Book

Author/Creator:

Nowacki, Krzysztof, author.

Twarozek, Mateusz, author.

Language:

English

Subjects (All):

Salesforce.com (Firm).

Cloud computing.

Physical Description:

1 online resource (328 pages)

Edition:

First edition.

Place of Publication:

Birmingham, England : Packt Publishing Ltd., [2024]

Biography/History:

Nowacki Krzysztof: 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. Twarozek Mateusz: Mateusz Twarozek 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.

Summary:

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 Purchase of the print or Kindle book includes a free PDF eBook 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.

Contents:

Cover

Title Page

Copyright and Credits

Dedicated

Contributors

Table of Contents

Preface

Chapter 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

Chapter 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?

Chapter 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

Chapter 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

Salesforce for mobile

Further reading

Chapter 5: Objects in Salesforce

Standard/custom objects

Junction objects

How to create a junction object

External objects

How to create an external object

Chapter 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

Chapter 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

Chapter 8: Reports and Dashboards

Creating reports

Report folders

Report builder

Report types

Dashboards

Best practices in designing dashboards

Chapter 9: AppExchange and Custom Applications

Introduction to AppExchange

Salesforce Labs Apps

Installing and Managing App

Chapter 10: Service Cloud

Introduction to Service Cloud

Case management

Chapter 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

Chapter 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

Chapter 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

Index

Other Books You May Enjoy.

Notes:

Includes index.

Description based on publisher supplied metadata and other sources.

Description based on print version record.

ISBN:

9781835081860

183508186X

OCLC:

1431976232