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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

Summary

Congratulations! You’ve reached the end of Chapter 3, and your knowledge of Salesforce has noticeably increased. As you’ve probably noticed, Salesforce has the capability to store data, modify it, and, if necessary, delete it. It has a plethora of data types and custom metadata that can be utilized in various ways. As we mentioned, Salesforce is data, and data is Salesforce; without it, it’s just a good-looking system with a pretty cool logo. I believe you’ll easily recognize the importance of data during your first project, where you’ll configure every element, set fields, reports, and finally dashboards. And you’ll look sadly at the charts that won’t display anything. Using the knowledge from this chapter, you’ll perform a data transfer, and then, just then, you can shout, “It’s alive! It’s alive!” Yes, your charts will come to life, displaying all the values, and previously set functionalities...

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