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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Salesforce apps

Have you ever wondered how you can facilitate users’ access to certain functions in the system? So that they do not scratch their heads wondering where the opportunities are located, or so they do not have to leaf through every item in the App Launcher looking for cases? That is what apps are for. But remember, these are not the kind of apps you have on your phone, such as Candy Crush or an app for cute photos; no, these are collections of specific objects.

Imagine that your colleagues from the accounting and service departments come to you, each of them with different requirements and completely different needs. Now imagine that Mr. John from the service department has to search for a screwdriver among the papers on Ms. Jane’s desk, and Ms. Jane has to find a calculator in Mr. John’s toolbox. However, through these searches, they may fall in love with each other.

So, what is an app? An app is a collection of objects, tabs, reports, and charts...

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