Salesforce CRM Administration Handbook A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM
Master the core concepts of Salesforce administration and gain a holistic understanding of the SF ecosystem that will also help you prepare for the Salesforce certification exam Key Features Understand Salesforce architecture and security model Integrate Flow Builder with other Salesforce components...
| Otros Autores: | , |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England :
Packt Publishing Ltd
[2024]
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| Edición: | First edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009816678806719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright and Credits
- Dedicated
- Contributors
- Table of Contents
- Preface
- Chapter 1: Getting Started with Salesforce
- Starting with Salesforce
- Exploring the Salesforce Admin role
- Main responsibilities of a Salesforce Admin
- Customization
- Training and troubleshooting
- Skills
- Salesforce certification exams - what can you expect?
- Pros
- Cons
- Analyzing Salesforce exams
- Setting up your Salesforce account
- Free Salesforce environments
- A tour of Salesforce - getting around the interface
- Home - where your Salesforce journey begins
- The four riders of significance - Leads, Accounts, Contacts, and Opportunities
- Search Bar
- List Views
- Related lists
- Setup access and direct object setup access
- Summary
- Chapter 2: Salesforce Architecture
- Understanding multi-tenant architecture
- Multi-tenant structures
- Single-tenant structures
- Hybrid structures
- Discovering Salesforce orgs - what does it mean?
- Salesforce instances and PODs
- Where is my Salesforce org located?
- Summary
- Chapter 3: Getting to Know Data Management
- Overview of the data model
- Salesforce apps
- Objects, fields, and records
- Importing and exporting data
- Exporting and importing Salesforce data
- Exporting data via Report Export
- Import data via Data Import Wizard
- Exporting and importing data via Data Loader
- Exporting and importing data via Workbench
- Deleting data
- Deleting records manually
- Mass deleting records via Data Loader
- Deleting records via Salesforce Flow
- Restoring the data
- Record types
- Custom settings and custom metadata
- Custom settings
- Custom metadata
- Summary
- Chapter 4: Lightning Experience
- Transitioning from Salesforce Classic
- Introducing Lightning Components
- Customizing Lightning pages - Lightning versus Classic.
- Record page layouts
- Working with existing Lightning page layouts
- How to create (or edit) a new Classic page layout
- Creating a new Classic compact layout
- Related lists
- Salesforce for mobile
- Summary
- Further reading
- Chapter 5: Objects in Salesforce
- Standard/custom objects
- Junction objects
- How to create a junction object
- External objects
- How to create an external object
- Summary
- Chapter 6: User Management and Security
- User management
- Password management
- Controlling system access
- Profiles, roles, and permission sets
- Sharing settings and organization-wide defaults
- Organization-Wide Default
- Sharing rules
- Field-level security
- Login policies and MFA
- Summary
- Chapter 7: Automation Tools
- Approval processes
- Flow Builder
- Apex triggers
- Salesforce AI
- Einstein for Sales
- Einstein for Service
- Einstein for Marketing
- Einstein for Commerce
- Einstein for Data
- Einstein Copilot
- Summary
- Chapter 8: Reports and Dashboards
- Creating reports
- Report folders
- Report builder
- Report types
- Dashboards
- Best practices in designing dashboards
- Summary
- Chapter 9: AppExchange and Custom Applications
- Introduction to AppExchange
- Salesforce Labs Apps
- Installing and Managing App
- Summary
- Chapter 10: Service Cloud
- Introduction to Service Cloud
- Case management
- Summary
- Chapter 11: Sales Cloud
- Seller Home
- Leads
- Accounts
- Contacts
- Activities
- Campaigns and Campaign Members
- Opportunities
- Opportunity Contact Roles
- Opportunity Products and Quotes
- Opportunity list view versus Kanban view
- Forecasts
- Summary
- Chapter 12: Salesforce Administrator Exam Preparation
- Exam format and scoring
- Online Proctored
- Onsite Proctored
- Study strategies
- Salesforce resources
- Non-Salesforce resources.
- Practice questions and mock exams
- Answers:
- Tips and tricks for exam day
- Before the exam
- During the exam
- After the exam
- Summary
- Further reading
- Chapter 13: Continuing Education and Career Development
- Staying up to date with Salesforce releases
- Joining the Salesforce community
- Advanced certifications and career pathways
- Preparing your CV and presenting your Salesforce-specific skills and experience
- Utilize your network
- Engage with the Salesforce community
- Maximize networking opportunities
- Summary
- Index
- Other Books You May Enjoy.
