Salesforce CRM Administration Handbook: A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM.
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Birmingham
Packt Publishing, Limited
2024
|
| Ausgabe: | 1st ed |
| Schlagworte: | |
| Online-Zugang: | DE-2070s |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 Online-Ressource (328 Seiten) |
| ISBN: | 9781835081860 |
Internformat
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| 245 | 1 | 0 | |a Salesforce CRM Administration Handbook |b A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM. |
| 250 | |a 1st ed | ||
| 264 | 1 | |a Birmingham |b Packt Publishing, Limited |c 2024 | |
| 264 | 4 | |c ©2024 | |
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| 500 | |a Description based on publisher supplied metadata and other sources | ||
| 505 | 8 | |a 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 | |
| 505 | 8 | |a 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 | |
| 505 | 8 | |a 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 | |
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Datensatz im Suchindex
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|---|---|
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| author | Nowacki, Krzysztof |
| author_facet | Nowacki, Krzysztof |
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| author_sort | Nowacki, Krzysztof |
| author_variant | k n kn |
| building | Verbundindex |
| bvnumber | BV050102292 |
| collection | ZDB-30-PQE |
| contents | 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 |
| ctrlnum | (ZDB-30-PQE)EBC31291846 (ZDB-30-PAD)EBC31291846 (ZDB-89-EBL)EBL31291846 (OCoLC)1431976232 (DE-599)BVBBV050102292 |
| dewey-full | 005.43 |
| dewey-hundreds | 000 - Computer science, information, general works |
| dewey-ones | 005 - Computer programming, programs, data, security |
| dewey-raw | 005.43 |
| dewey-search | 005.43 |
| dewey-sort | 15.43 |
| dewey-tens | 000 - Computer science, information, general works |
| discipline | Informatik |
| edition | 1st ed |
| format | Electronic eBook |
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| id | DE-604.BV050102292 |
| illustrated | Not Illustrated |
| indexdate | 2024-12-18T19:05:06Z |
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| isbn | 9781835081860 |
| language | English |
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| spelling | Nowacki, Krzysztof Verfasser aut Salesforce CRM Administration Handbook A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM. 1st ed Birmingham Packt Publishing, Limited 2024 ©2024 1 Online-Ressource (328 Seiten) txt rdacontent c rdamedia cr rdacarrier 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 Salesforce.com (Firm) Cloud computing Twarożek, Mateusz Sonstige oth Erscheint auch als Druck-Ausgabe Nowacki, Krzysztof Salesforce CRM Administration Handbook Birmingham : Packt Publishing, Limited,c2024 9781835085691 |
| spellingShingle | Nowacki, Krzysztof Salesforce CRM Administration Handbook A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM. 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 Salesforce.com (Firm) Cloud computing |
| title | Salesforce CRM Administration Handbook A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM. |
| title_auth | Salesforce CRM Administration Handbook A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM. |
| title_exact_search | Salesforce CRM Administration Handbook A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM. |
| title_full | Salesforce CRM Administration Handbook A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM. |
| title_fullStr | Salesforce CRM Administration Handbook A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM. |
| title_full_unstemmed | Salesforce CRM Administration Handbook A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM. |
| title_short | Salesforce CRM Administration Handbook |
| title_sort | salesforce crm administration handbook a comprehensive guide to administering configuring and customizing salesforce crm |
| title_sub | A Comprehensive Guide to Administering, Configuring, and Customizing Salesforce CRM. |
| topic | Salesforce.com (Firm) Cloud computing |
| topic_facet | Salesforce.com (Firm) Cloud computing |
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