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

Krzysztof Nowacki

Mateusz Twarożek

$44.99

5 (7 Ratings)

Paperback Apr 2024 328 pages 1st Edition

Krzysztof Nowacki

Mateusz Twarożek

$44.99

5 (7 Ratings)

Paperback Apr 2024 328 pages 1st Edition

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Key benefits

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

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 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.

Who is this book 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.

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

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Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

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Amazon verified reviews

Snagglewood Jun 13, 2024

Even after several years of working as an admin, with the SF admin and advanced admin certs, I learned plenty from this book. It's useful to peruse and also handy to have as a reference tool. This would have been so helpful before I took my SF certification exams! It's hard to write a technical book in a way that won't exhaust the readers, and the tone and manner of the book is engaging and light.I'm recommending this to the newer admins I cross paths with.

Amazon Verified review

Elissa Jun 25, 2024

I was given the opportunity to review an early copy of this book. It will serve as an excellent tool for seasoned and beginner Salesforce administrators. It is structured in such a way that you can read it from start to finish, or use it as a refresher for areas where you need a little guidance. I love the step-by-step instructions and the informal way that the author speaks to the reader. I learn something new every time I reference the book. I highly recommend this book to anyone in the Salesforce ecosystem, especially to the new Salesforce Administrator.

Steven Gonzalez Jun 19, 2024

The book is meticulously structured to cater to both beginners and advanced users. It starts with the fundamentals of Salesforce CRM, making it accessible for newcomers, and gradually delves into more complex topics, ensuring that even experienced administrators can find valuable insights. The chapters are well-organized, covering a broad range of topics including data management, security, automation, and customization. Here are my takeaways:1. **Clear and Concise Explanations:** The authors excel at breaking down complex concepts into understandable chunks. Each topic is explained clearly, with step-by-step instructions that make it easy to follow along.2. **Practical Examples:** One of the book’s strengths is its use of real-world examples and scenarios. This practical approach helps readers understand how to apply the concepts in their own Salesforce environments.3. **Comprehensive Coverage:** The handbook covers everything from the basics of navigating the Salesforce interface to advanced topics like Apex programming and custom object creation. This comprehensive coverage ensures that readers have a well-rounded understanding of Salesforce administration.4. **Tips and Best Practices:** Throughout the book, the authors share valuable tips and best practices that can save administrators time and help them avoid common pitfalls. These insights are particularly useful for those looking to optimize their Salesforce implementations.5. **Visual Aids:** The inclusion of diagrams, screenshots, and tables enhances the learning experience. These visual aids are well-integrated into the text, helping to illustrate key points and provide clarity.This handbook stands out as a thorough and insightful guide that successfully demystifies Salesforce administration. Its blend of theory, practical advice, and real-world examples makes it a cornerstone resource for effective Salesforce management.

Jonathan Jones May 13, 2024

I received an early review copy of this book and this review is my honest opinion after reading it.This is book based on the authors' practical experience of working with Salesforce on a day-to-day basis and contains the fundamentals that are essential for any admin. The authors are clearly writing based on their own experience of Salesforce setup and configuration, and based on my own experience I can validate they have covered all the core areas of Salesforce.It gives users new to the platform all they need to setup and administer a Salesforce system for a team. I'd particularly recommend this book for anyone who has been thrust in to the new role of Salesforce administrator from a background of sales support or admin, for example, or anyone who has worked with another CRM system and needs to get up to speed with Salesforce.It also contains information on the Salesforce certification process and admin exam, which is also highly relevant for any new admin looking become certified and build their career on the Salesforce ecosystem. This section, along with all the others, is based on the practical experience of the authors in treading the same path, and the reader can have confidence that every tip or piece of advice is based on real-world experience.This is not a book for everyone - if you have already worked with Salesforce for many years you'll find little new material here, but as a solid introduction / foundation for new admins, I can highly recommend it.

Allonsy Jul 05, 2024

I was provided an early copy of this book at no cost for review, and have no other connection to the authors or publisher. I am a Salesforce Admin and rather than read this cover to cover, I use it as I do other tools, looking at specific topics for situational information based on my experience and I find it to be timely, well-organized, and user-friendly. Importantly, the focus is on Sales Cloud and Service Cloud. The authors have done an excellent job describing both simple and complex concepts in clear, understandable language, supplementing the narrative with useful visual aids including graphics and screen clips.This book not only takes you through the must-know aspects of Salesforce, covering objects, records, automation, system architecture, security, reporting, and much more, but it also includes a section on exam preparation for aspiring professionals. When you purchase the book, you can download a PDF copy at no cost with proof of purchase. I encourage anyone considering purchasing this book to look at the breadth of content included in the Read A Sample link in the listing. There you can see the Table of Contents, a text sample, and the index. I do wish there was more content related to Flows and actually would love to see a book like this one dedicated to them! Despite a few minor typos and some attempts at humor that didn't resonate with me (but admittedly may with many others), this book would be an excellent addition to a Salesforce Administrator’s toolkit.Without a doubt, this is a book I would purchase and feel was well worth the cost. I would and will also recommend it to my professional network.

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

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