Salesforce Administrator’s Handbook

The Salesforce Administrator’s Handbook is a practical guide for configuring, managing, and optimizing Salesforce environments. It covers user management, data security, automation, reporting, and customization using Salesforce tools such as Flow, Lightning App Builder, and the Setup interface. Designed for system administrators and CRM managers, the handbook provides step-by-step instructions and best practices to maintain reliable, secure, and high-performing Salesforce orgs across all business functions.

Salesforce, Inc. — Technical Publications and Trailhead Content Development Team

1. Introduction
• About Salesforce Administration
• Salesforce Editions and Environments
• Core Concepts: Objects, Fields, and Records

2. User and Access Management
• Creating and Managing Users
• Profiles, Roles, and Permission Sets
• Login Security and Multi-Factor Authentication
• Delegated Administration

3. Data Management
• Importing, Exporting, and Updating Data
• Data Validation Rules
• Duplicate Management and Data Quality
• Backup and Recovery Options

4. Security and Compliance
• Organization-Wide Defaults
• Sharing Rules and Record-Level Access
• Field-Level Security
• Audit Trails and Compliance Settings

5. Customization and Configuration
• Custom Objects and Fields
• Page Layouts and Record Types
• Lightning App Builder and UI Customization
• Formula Fields and Validation Logic

6. Automation and Workflow
• Workflow Rules and Approval Processes
• Process Builder and Flow
• Scheduled Jobs and Triggers
• Managing Automation Dependencies

7. Reporting and Dashboards
• Creating Reports and Report Types
• Building Dashboards
• Filtering and Grouping Data
• Sharing and Scheduling Reports

8. Maintenance and Performance
• Monitoring System Health
• Managing Releases and Updates
• Troubleshooting Common Issues
• Sandbox Management and Deployment

9. Integration and AppExchange
• Integrating Salesforce with External Systems
• Using APIs and Connectors
• Installing and Managing AppExchange Apps

10. Appendices
• Glossary of Key Terms
• Keyboard Shortcuts
• Recommended Trailhead Modules
• Salesforce Support and Resources