Nowacki / Twarozek / Twarozek Salesforce CRM Administration Handbook

A comprehensive guide to administering, configuring, and customizing Salesforce CRM
1. Auflage 2024
ISBN: 978-1-83508-186-0
Verlag: De Gruyter
Format: EPUB
Kopierschutz: 0 - No protection

E-Book, Englisch, 328 Seiten

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.

Autoren/Hrsg.

Nowacki, Krzysztof

Twarozek, Mateusz

Fachgebiete

• Mathematik | Informatik EDV | Informatik Programmierung | Softwareentwicklung Software Engineering
• Mathematik | Informatik EDV | Informatik Business Application Unternehmenssoftware
• Mathematik | Informatik EDV | Informatik Business Application Groupware

Inhaltsverzeichnis

Table of Contents - Introduction 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 Autor(innen)

Nowacki Krzysztof :

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.Twarozek Mateusz :

Mateusz Twarozek 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.