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Salesforce CRM Administration Handbook

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

Authors (2):

Krzysztof Nowacki

Mateusz Twarożek

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Table of Contents (16) Chapters

Preface

Chapter 1: Getting Started with Salesforce

Chapter 2: Salesforce Architecture

Chapter 3: Getting to Know Data Management

Chapter 4: Lightning Experience

Chapter 5: Objects in Salesforce

Chapter 6: User Management and Security

Chapter 7: Automation Tools

Chapter 8: Reports and Dashboards

Chapter 9: AppExchange and Custom Applications

Chapter 10: Service Cloud

Chapter 11: Sales Cloud

Chapter 12: Salesforce Administrator Exam Preparation

Chapter 13: Continuing Education and Career Development

Index

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Seller Home

Seller Home is a relatively new solution from Salesforce designed to theoretically facilitate the work of sales professionals operating within Salesforce. It represents a natural extension of the classic Home tab available to all users, with the addition of certain elements tailored to the needs of sales teams. Is it a perfect solution? Not entirely. However, it is a step in the right direction, and it’s encouraging that Salesforce has recognized the need to customize certain views for what is arguably their largest user base – sales departments.

Seller Home includes several interesting elements, some of which are entirely new, while others are derived from the former default Home tab accessible to all users. The overall presentation is quite intriguing, as can be seen in the following screenshot.

Figure 11.1: Seller Home

Figure 11.1: Seller Home

Due to the presence of some new features, I will briefly discuss what is available on Seller Home:

...

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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.

See other products by Krzysztof Nowacki

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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