A Beginners Guide to Salesforce Administration

This eBook provides an entry level overview of what is involved in being a Salesforce Administrator and is intended for people who are interested in becoming a Salesforce Administrator and want to learn about the roles and responsibilities that come along with it.

Below is an outline of the book:

1. Introduction to Salesforce Administration: Discusses the role of a Salesforce Administrator, the benefits of Salesforce Administration, an overview of Salesforce features, common Salesforce terms and concepts, and best practices for Salesforce Administration. (Page 3)
2. Understanding Salesforce Objects and Data: Covers Salesforce objects and relationships, creating custom objects and fields, data management and data quality, reports and dashboards, and Salesforce data security and access. (Page 7)
3. Configuring Salesforce Features: Discusses workflow rules and automation, process builder and flows, approval processes, managing email templates and letterheads, and best practices for configuring Salesforce features. (Page 11)
4. Managing Users and Profiles: Covers creating and managing user accounts, profiles and permissions, managing roles and hierarchies, understanding sharing rules, and user adoption strategies. (Page 14)
5. Managing Salesforce Apps and Integrations (Not detailed in the summary)
6. Understanding Salesforce Lightning Experience: Discusses the overview of Lightning Experience, setting up Lightning Pages and Components, Lightning App Builder, and understanding Lightning Experience Navigation. (Page 16)
7. Advanced Salesforce Administration Topics: Covers advanced reporting and dashboards, managing sandboxes and change sets, understanding Salesforce limits and best practices, managing data imports and exports, and managing Salesforce releases and upgrades. (Page 19)