Umfang:
1 Online-Ressource (328 Seiten)
Ausgabe:
1st ed
ISBN:
9781835081860
Anmerkung:
Description based on publisher supplied metadata and other sources
,
Cover -- Title Page -- Copyright and Credits -- Dedicated -- Contributors -- Table of Contents -- Preface -- Chapter 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 -- Chapter 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 -- Chapter 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 -- Chapter 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 -- Chapter 5: Objects in Salesforce -- Standard/custom objects -- Junction objects -- How to create a junction object -- External objects -- How to create an external object -- Summary -- Chapter 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 -- Chapter 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 -- Chapter 8: Reports and Dashboards -- Creating reports -- Report folders -- Report builder -- Report types -- Dashboards -- Best practices in designing dashboards -- Summary -- Chapter 9: AppExchange and Custom Applications -- Introduction to AppExchange -- Salesforce Labs Apps -- Installing and Managing App -- Summary -- Chapter 10: Service Cloud -- Introduction to Service Cloud -- Case management -- Summary -- Chapter 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 -- Chapter 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 -- Chapter 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 -- Other Books You May Enjoy
Weitere Ausg.:
Erscheint auch als Druck-Ausgabe Nowacki, Krzysztof Salesforce CRM Administration Handbook Birmingham : Packt Publishing, Limited,c2024 ISBN 9781835085691
Sprache:
Englisch
