What this book covers
Chapter 1, Getting Started with Salesforce, offers a thorough introduction to Salesforce, the premier CRM platform. Discover its powerful features for enhancing sales, service, and marketing processes. Learn about the Salesforce Admin role, essential skills, and the prestigious Salesforce Admin Certification Exam. We provide step-by-step instructions for setting up your account and efficient navigation techniques. Additionally, a comprehensive glossary helps you master Salesforce terminology.
Chapter 2, Salesforce Architecture, uncovers Salesforce’s platform architecture in detail. This chapter covers topics such as multi-tenancy, understanding Salesforce Orgs’ role in managing users and customization, and Salesforce instances and pods. You will gain insights for building a robust Salesforce environment.
Chapter 3, Getting to Know Data Management, offers a deep dive into Salesforce’s data realm. It covers the data model, including objects and fields and their organizational roles. You’ll explore data import/export techniques, mapping, and best practices for maintaining integrity. By the chapter’s end, you’ll master managing objects and fields, as well as importing/exporting data within Salesforce.
Chapter 4, Lightning Experience, covers the move from Salesforce Classic to Lightning Experience and how to personalize Lightning pages. Explore the benefits, plan for user adoption, and learn to create custom Lightning components. This chapter describes how to use the Lightning App Builder for page customization to gain skills to transition smoothly and enhance the user experience in your Salesforce Org.
Chapter 5, Objects in Salesforce, delves into the world of Salesforce objects to discover standard and custom objects, junction objects, and external objects. The chapter covers how to tailor Salesforce to your business requirements.
Chapter 6, User Management and Security, guides you through the intricate world of user permissions. The chapter discover the roles of user profiles, roles, and permission sets in defining access, explores sharing settings, organization-wide defaults, and field-level security to ensure data protection. You will also learn about login policies and two-factor authentication for enhanced security.
Chapter 7, Automation Tools, provides a comprehensive guide to mastering three critical aspects: approval processes, Flow Builder, and Apex triggers. This chapter brings practical insights and step-by-step instructions to streamline Salesforce customization. Additionally, the chapter will explore the AI features available in Salesforce.
Chapter 8, Reports and Dashboards, covers creating reports, report types, and building dashboards. The chapter gives insights and guidance on generating powerful reports and customizing them. The chapter also covers building interactive dashboards for data-driven decisions.
Chapter 9, AppExchange and Custom Applications, explores AppExchange, Salesforce’s marketplace for pre-built applications. The chapter covers navigating AppExchange, selecting and installing apps effectively, and managing and maintaining apps.
Chapter 10, Service Cloud, provides a comprehensive guide to Salesforce’s Service Cloud and delves into the intricacies of case management. The chapter covers key features and capabilities, as well as effective case management techniques, including case creation, assignment, escalation rules, and resolution best practices.
Chapter 11, Sales Cloud, provides a comprehensive guide to Salesforce’s Sales Cloud, focusing on lead and opportunity management. This chapter explores key Sales Cloud features, including campaign management, lead capture, qualification, and opportunity management. The chapter also covers Account and Contact management and pipeline forecasting.
Chapter 12, Salesforce Administrator Exam Preparation, provides a comprehensive guide to preparing for Salesforce certification exams. The chapter offers insights into the exam format, scoring criteria, study strategies, and tips for exam day. This chapter helps you understand the exam structure, develop a study plan, and practice with sample questions. This chapter also covers the techniques for managing exam-day stress and maximizing performance.
Chapter 13, Continuing Education and Career Development, explores continuous education and career development in the Salesforce ecosystem. The chapter covers strategies for staying updated with Salesforce releases and leveraging resources. The chapter explores the benefits of joining the Salesforce community and offers insights into advanced certifications and career pathways.
