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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

Product type Paperback

Published in Apr 2024

Publisher Packt

ISBN-13 9781835085691

Length 328 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Authors (2):

Mateusz Twarożek

Krzysztof Nowacki

View More author details

Table of Contents (16) Chapters

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

Why subscribe?

15. Other Books You May Enjoy

Index

As this ebook edition doesn't have fixed pagination, the page numbers below are hyperlinked for reference only, based on the printed edition of this book.

A

Account Contact Relationship 108

Accounts 228

activities 231-233

Advanced Administrator certification 281

Apex triggers 149, 150

after triggers 149

before triggers 149

app 45

AppExchange 185

App Sections 189, 190

filters 188

home page 186, 187

URL 186

approval processes 137-141

B

bar chart 182

business analyst (BA) 286

C

career paths 284-290

CV, preparing 291

engagement, with Salesforce community 292

networking opportunities, maximizing 293

network, utilizing 292

Salesforce-specific skills and experience, presenting 291

Case Assignment Rules 211

case management 219

cases 204-207

chief revenue officer (CRO) 138

Classic compact layout

creating 88

Classic page layout

creating 87

column chart 182...

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Authors (2)

Krzysztof Nowacki

Krzysztof Nowacki

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.

See other products by Krzysztof Nowacki

Mateusz Twarożek

Mateusz Twarożek

Mateusz Twarożek 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.

See other products by Mateusz Twarożek

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