Search icon Close icon
Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Checkout

Change country

Modal Close icon
Country selected Country selected
country flag Germany
Country selected
country flag Slovakia
Country selected
country flag Canada
Country selected
country flag Brazil
Country selected
country flag Singapore
Country selected
country flag Hungary
Country selected
country flag Philippines
Country selected
country flag Mexico
Country selected
country flag Thailand
Country selected
country flag Ukraine
Country selected
country flag Luxembourg
Country selected
country flag Estonia
Country selected
country flag Lithuania
Country selected
country flag Norway
Country selected
country flag Chile
Country selected
country flag United States
Country selected
country flag Great Britain
Country selected
country flag India
Country selected
country flag Spain
Country selected
country flag South Korea
Country selected
country flag Ecuador
Country selected
country flag Colombia
Country selected
country flag Taiwan
Country selected
country flag Switzerland
Country selected
country flag Indonesia
Country selected
country flag Cyprus
Country selected
country flag Denmark
Country selected
country flag Finland
Country selected
country flag Poland
Country selected
country flag Malta
Country selected
country flag Czechia
Country selected
country flag New Zealand
Country selected
country flag Austria
Country selected
country flag Turkey
Country selected
country flag France
Country selected
country flag Sweden
Country selected
country flag Italy
Country selected
country flag Egypt
Country selected
country flag Belgium
Country selected
country flag Portugal
Country selected
country flag Slovenia
Country selected
country flag Ireland
Country selected
country flag Romania
Country selected
country flag Greece
Country selected
country flag Argentina
Country selected
country flag Malaysia
Country selected
country flag South Africa
Country selected
country flag Netherlands
Country selected
country flag Bulgaria
Country selected
country flag Latvia
Country selected
country flag Australia
Country selected
country flag Japan
Country selected
country flag Russia
Country selected
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

Arrow left icon
Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Tools
Concepts
Arrow right icon
Authors (2):
Arrow left icon
Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
Read more
See other products by Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
Read more
See other products by Krzysztof Nowacki
Arrow right icon
View More author details
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

Automation Tools

In the previous chapter, we delved into the intricacies of user management. I hope that this will help you manage your users. This chapter is where the fun starts, as it will introduce you to automation. Sounds interesting? I think so.

In this chapter, we will cover topics that are essential in the daily life of your organization, namely the following:

  • Approval processes
  • Flow Builder
  • Apex triggers
  • AI in Salesforce
lock icon The rest of the chapter is locked
arrow left Previous Section
Section 1 of 6
Next Section arrow right
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Sign up now
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Start free trial
Renews at $19.99/month. Cancel anytime

Authors (2)

Left arrow icon
Profile icon Krzysztof Nowacki
Krzysztof Nowacki
Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
Read more
See other products by Krzysztof Nowacki
Profile icon Mateusz Twarożek
Mateusz Twarożek
LinkedIn icon Github icon
Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
Read more
See other products by Mateusz Twarożek
Right arrow icon
Banner background image

Personalised recommendations for you

Based on your interests and search pattern
Left arrow icon
Pragmatic Microservices with C# and Azure
Pragmatic Microservices with C# and Azure
Read more
This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.
Read more
May 2024 16h 56m
Pragmatic Microservices with C# and Azure
Pragmatic Microservices with C# and Azure
Read more
This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.
Read more
May 2024 16h 56m
Pragmatic Microservices with C# and Azure
Pragmatic Microservices with C# and Azure
Read more
This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.
Read more
May 2024 16h 56m
Pragmatic Microservices with C# and Azure
Pragmatic Microservices with C# and Azure
Read more
This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.
Read more
May 2024 16h 56m
Pragmatic Microservices with C# and Azure
Pragmatic Microservices with C# and Azure
Read more
This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.
Read more
May 2024 16h 56m
Pragmatic Microservices with C# and Azure
Pragmatic Microservices with C# and Azure
Read more
This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.
Read more
May 2024 16h 56m
Pragmatic Microservices with C# and Azure
Pragmatic Microservices with C# and Azure
Read more
This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.
Read more
May 2024 16h 56m
Pragmatic Microservices with C# and Azure
Pragmatic Microservices with C# and Azure
Read more
This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.
Read more
May 2024 16h 56m
Pragmatic Microservices with C# and Azure
Pragmatic Microservices with C# and Azure
Read more
This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.
Read more
May 2024 16h 56m
Pragmatic Microservices with C# and Azure
Pragmatic Microservices with C# and Azure
Read more
This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.
Read more
May 2024 16h 56m
Mastering Python Design Patterns
Mastering Python Design Patterns
Read more
Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.
Read more
May 2024 9h 52m
Mastering Python Design Patterns
Mastering Python Design Patterns
Read more
Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.
Read more
May 2024 9h 52m
Right arrow icon