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You're reading from  Salesforce CRM Administration Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781835085691
Edition1st Edition
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Authors (2):
Krzysztof Nowacki
Krzysztof Nowacki
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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
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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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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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Salesforce CRM Administration Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781835085691

Authors (2)

author image
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 about Krzysztof Nowacki

author image
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 about Mateusz Twarożek