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You're reading from  Salesforce CRM Administration Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781835085691
Edition1st Edition
Concepts
CRM
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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.
Read more about Krzysztof Nowacki

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.
Read more about Mateusz Twarożek

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Transitioning from Salesforce Classic

Before you start reading this chapter, answer a very important question – have you ever had any experience with Salesforce Classic? No? You can very easily switch to this interface and see what the life of a user and administrator looked like some time ago. It’s very simple; let me show you in the following screenshots how to do it:

  1. In the top-right corner, find the little astro in out of the box (OOTB) or another icon labeled View profile (highlighted) and click on it:
Figure 4.1: View profile icon

Figure 4.1: View profile icon

  1. Then, after clicking, a new window will open with a few pieces of information, such as your user data, org name, link to Settings and Log Out, display density, Add Username, and Switch to Salesforce Classic. Don’t be afraid – press it, and here begins your Back to the Future moment:
Figure 4.2: Switch to Salesforce Classic option

Figure 4.2: Switch to Salesforce Classic option

  1. After clicking...
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Salesforce CRM Administration Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781835085691
© 2024 Packt Publishing Limited All Rights Reserved

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

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