Salesforce in Action: A guide to administrator essentials and advanced Salesforce features across sales, service, and marketing cloud

Salesforce has become the leading platform for customer relationship management, but true mastery comes from applying its power to real-world business needs. In this book, you will look into its two flagship products, Sales Cloud and Service Cloud. You will also be exploring the broader Salesforce ecosystem, from hidden gems to powerful tools that can transform the way you work.

The book begins by introducing the Salesforce ecosystem and core concepts, then guides you through navigating the interface, creating custom objects, and managing users with profiles and permission sets. Each chapter equips you with everything you need to hit the ground running with Salesforce, condensing the author’s experience into a book packed with real-life examples, vivid illustrations, and practical tips you can put into action right away.

Upon completing this guide, you will be equipped with the practical skills needed to build and manage solutions, confident in your ability to apply Salesforce in any real-world scenario.

What you will learn

● Learn Salesforce basics, UI, and user management best practices.

● Customize UI layouts, create objects, and manage data relationships.

● Automate business processes using Salesforce Flow and advanced debugging.

● Protect data with the Salesforce security model and role hierarchies.

● Build reports and dashboards, and integrate Tableau for visualization.

● Utilize APIs, web services, and AppExchange for robust integrations.

● Grasp the fundamentals of Apex and Lightning Web Components (LWC).

● Prepare effectively for various Salesforce certifications and practice exams.

Who this book is for

This book is for anyone wanting to start a career in Salesforce. It gives hands-on examples as well as practical advice to get the most out of Salesforce. Salesforce can be used in almost any profession or industry, from charities to financial services. The examples in this book can easily be adapted to your industry with your newfound knowledge.

Table of Contents

1. Introduction to Salesforce

2. Basic Admin Essentials

3. Customizing User Interface

4. Creating Object with Custom Fields and Relationships

5. Adding Users and Assigning Correct Access Levels

6. Automating Salesforce with Flows

7. Salesforce Security Model

8. Reports, Dashboards, and Basic Tableau

9. Various Salesforce Tools

10. Various Salesforce Features

11. Basics of Apex and Lightning Web Components

12. Einstein AI

13. Preparing for Salesforce Certifications

14. Broader Salesforce Ecosystem

15. Further Readings