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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

Objects, fields, and records

Just as the body consists of cells, Salesforce is also a collection of various elements. Some are larger, others significantly smaller, but each of them holds great significance. In this section, we will discuss objects, fields, and records. With these components, an administrator can create a unique tool with all the conveniences. Let us begin.

Objects in Salesforce

Objects in Salesforce are fundamental elements, without which Salesforce could not exist. For how could you find, for example, Contacts among thousands of records of one kind that are not grouped in any way? It is a bit like buying chips – with no specified flavor, just chips, and hoping to pick out the paprika-flavored ones. Would there be a guarantee you would pick it out the first time? Not necessarily. That is why Salesforce designed its structure resembling its prototype, Excel.

I think I will not be lying if I say that everyone knows at least a bit of Excel and can use...

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