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Salesforce CRM Administration Handbook
A comprehensive guide to administering, configuring, and customizing Salesforce CRM
Taschenbuch von Mateusz Twaro¿ek
Sprache: Englisch

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Beschreibung
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 examKey FeaturesUnderstand 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 learnDiscover 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 ContentsIntroduction 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
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 examKey FeaturesUnderstand 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 learnDiscover 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 ContentsIntroduction 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
Über den Autor
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.
Details
Medium: Taschenbuch
Seiten: 328
ISBN-13: 9781835085691
ISBN-10: 1835085695
Sprache: Englisch
Ausstattung / Beilage: Paperback
Einband: Kartoniert / Broschiert
Autor: Twaro¿ek, Mateusz
Hersteller: Packt Publishing
Maße: 235 x 191 x 18 mm
Von/Mit: Mateusz Twaro¿ek
Erscheinungsdatum: 30.04.2024
Gewicht: 0,615 kg
Artikel-ID: 129107840
Über den Autor
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.
Details
Medium: Taschenbuch
Seiten: 328
ISBN-13: 9781835085691
ISBN-10: 1835085695
Sprache: Englisch
Ausstattung / Beilage: Paperback
Einband: Kartoniert / Broschiert
Autor: Twaro¿ek, Mateusz
Hersteller: Packt Publishing
Maße: 235 x 191 x 18 mm
Von/Mit: Mateusz Twaro¿ek
Erscheinungsdatum: 30.04.2024
Gewicht: 0,615 kg
Artikel-ID: 129107840
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