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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

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

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 15. Other Books You May Enjoy

Overview of the data model

We step into our digital world of Salesforce. The digital realm is based on logic, on zeros and ones, ensuring that an action will trigger a reaction (unless something goes awry with the Flow, and we receive a charming red error message). It is a bit like digital karma; every action will return to you. Through our actions in the system, we can adjust the rules of digital karma. However, the rules work on certain conditions, and to meet these conditions, structure is important.

The structure of Salesforce is fairly simple. It is based on the main elements, which are the skeleton of this system, with additional elements attached to it.

So, what comprises the main elements? Let us start with objects.

On Cloudy Street, there stands a house. This house is quite ordinary – single-story, built from old (soulful) bricks, and on the door of the house, the name Salesforce is written. If we enter this house, the first thing that catches our eye will...

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