Salesforce CRM Administration Handbook: A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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.

Table of Contents

1. Introduction and Getting Started with Salesforce
2. Salesforce Architecture
3. Data Management
4. Lightning Experience
5. Objects in Salesforce Objects
6. User Management and Security
7. Automation Tools
8. Reports and Dashboards
9. AppExchange and Custom Applications
10. Service Cloud
11. Sales Cloud
12. Salesforce Administrator Exam Preparation
13. Continuing Education and Career Development