Salesforce CRM Administration Handbook: A comprehensive guide to administering, configuring, and customizing Salesforce CRM

Salesforce CRM Administration Handbook
Contributors
About the authors
Preface
   Who this book is for
   What this book covers
   To get the most out of this book
   Conventions used
   Get in touch
   Share Your Thoughts
   Download a free PDF copy of this book
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
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
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
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
5
Objects in Salesforce
   Standard/custom objects
   Junction objects
      How to create a junction object
   External objects
      How to create an external object
   Summary
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
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
8
Reports and Dashboards
   Creating reports
      Report folders
      Report builder
      Report types
   Dashboards
      Best practices in designing dashboards
   Summary
9
AppExchange and Custom Applications
   Introduction to AppExchange
   Salesforce Labs Apps
   Installing and Managing App
   Summary
10
Service Cloud
   Introduction to Service Cloud
   Case management
   Summary
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
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
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
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