You're reading from Salesforce CRM Administration Handbook

Product type Book

Published in Apr 2024

Publisher Packt

ISBN-13 9781835085691

Pages 328 pages

Edition 1st Edition

Languages

Concepts

CRM

Authors (2):

Krzysztof Nowacki

Mateusz Twarożek

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Table of Contents (16) Chapters

Preface

1. Chapter 1: Getting Started with Salesforce

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

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15. Other Books You May Enjoy

Custom settings and custom metadata

Custom settings and custom metadata are highly similar concepts within Salesforce. As you may know, Salesforce occasionally develops features that serve similar purposes, such as Process Builder and Flows, and eventually opts for a single solution. A comparable situation arises with custom settings and custom metadata – they can achieve similar objectives. So, why did Salesforce create these distinct features? The answer is straightforward: because they can! Just kidding. Custom settings were introduced prior to custom metadata, so we could say that custom metadata is a sort of evolution of custom settings. This is, of course, a significant oversimplification, so let’s quickly compare these features:

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Authors (2)

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.

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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.

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