Practical Guide To Salesforce Experience Cloud

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Practical Guide to Salesforce Experience Cloud

Philip Weinmeister
Practical Guide to Salesforce Experience Cloud Book PDF

Author : Philip Weinmeister
Publisher : Apress
Page : 400 pages
File Size : 49,7 Mb
Release : 2022-04-06
Category : Computers
ISBN : 1484281314

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Practical Guide to Salesforce Experience Cloud by Philip Weinmeister Pdf

Whether you are brand new to the world of digital experiences on the Salesforce platform or you are looking to take your Experience Cloud (previously "Community Cloud") knowledge to the next level, this detailed guide will help you build and manage a Salesforce site by leveraging the declarative power of the platform with clicks, not code. Each Salesforce site/community is a part of a widespread ecosystem, with thousands of sites and millions of users active today on Experience Cloud. Through valuable social and business tools, this online platform enables companies to empower and equip their customers, partners, and employees in new, powerful ways. Author Philip Weinmeister, Salesforce MVP and the only recipient of the “Community Cloud MVP” Trailblazer award from Salesforce, leads you through the ins and outs of Salesforce Experience Cloud and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform. This completely revised edition updates all content to reflect the new "experience-centric" branding and a slew of platform updates from the last few years (including screenshots, terminology, features, etc.). Net new content includes Salesforce CMS, the Experience Cloud Consultant certification exam, and Mobile Publisher, among other topics. The book takes you through the entire process: from planning and designing a site to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided for key components, templates, and features such as Experience Builder, Audience Targeting, Lightning Bolts, and much more. What You Will Learn Plan and design a site using Experience Cloud Conceptualize how employees, partners, and customers use and benefit from Salesforce sites Use Experience Builder and Lightning components within an Experience Builder template Apply topics and knowledge articles to a site to increase value and adoption Build and display rich content within a site using Salesforce CMS Create dynamic and personalized user experiences with audience targeting Build, export, and import unique templates with the Lightning Bolt solution framework Provide site data for members or site managers Who This Book Is ForSalesforce administrators, developers, functional architects, business analysts, and site/community managers.

Practical Guide to Salesforce Communities

Philip Weinmeister
Practical Guide to Salesforce Communities Book PDF

Author : Philip Weinmeister
Publisher : Apress
Page : 357 pages
File Size : 50,5 Mb
Release : 2018-06-23
Category : Computers
ISBN : 9781484236093

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Practical Guide to Salesforce Communities by Philip Weinmeister Pdf

Whether you are brand new to the world of Salesforce communities or you are looking to take your Community Cloud knowledge to the next level, this detailed guide will help you to build and manage a Salesforce community by leveraging the declarative power of the platform with clicks, not code. Each Salesforce community is a part of a widespread ecosystem, with thousands of communities and millions of users active today on Community Cloud. Through valuable social and business tools, this online platform enables companies to empower and equip their customers, partners, and employees in new, powerful ways. In this book, Philip Weinmeister, a Salesforce MVP and the first-ever recipient of the “Community Cloud MVP” Trailblazer award, leads you through the ins and outs of Salesforce communities and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform. Practical Guide to Salesforce Communities is the first book to comprehensively cover this next-generation offering from Salesforce, providing real, actionable guidance to help individuals build effective and engaging online communities. The book takes you through the entire process: from planning and designing a community to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided of key components, templates, and features such as Community Builder, Audience Targeting, Lightning Bolts, and much more. Additionally, considerations and best practices are covered, including valuable tips and insights. What You’ll Learn Plan and design a community Conceptualize how employees, partners, and customers use and benefit from communities Assess available templates and make an informed selection decision Use Community Builder and Lightning components within a Lightning community template Apply topics and knowledge articles to a community to increase value and adoption Inject process automation into a community using Workflow, Flow, and Process Builder Create dynamic and personalized user experiences with audience targeting Build, export, and import unique templates with the Lightning Bolt solution framework Provide community data for members or community managers Who This Book Is For Salesforce administrators, Salesforce developers, Salesforce functional architects, Salesforce business analysts, and Salesforce community managers

Practical Salesforce Development Without Code

Philip Weinmeister
Practical Salesforce Development Without Code Book PDF

Author : Philip Weinmeister
Publisher : Apress
Page : 532 pages
File Size : 46,9 Mb
Release : 2019-06-04
Category : Computers
ISBN : 9781484248713

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Practical Salesforce Development Without Code by Philip Weinmeister Pdf

Use this hands-on guide to build powerful solutions on the Salesforce platform without using a single line of code. This revised and expanded second edition includes Process Builder, Flow Builder, Lightning App Builder, Lightning Bolt Solutions, and more. Practical Salesforce Development Without Code shows you how to unlock the power of the Salesforce platform to solve real business problems. Adhering to Salesforce's "clicks, not code" mantra, Salesforce expert Phil Weinmeister walks Salesforce newcomers and veterans through different business problems and identifies effective—and proven—approaches to solutions using the platform's declarative framework. By adopting this book as your guide, you will learn how to deliver business solutions within Salesforce by combining analysis, creativity, and logic with core elements such as validation rules, workflow rules, processes, flows, formula fields, and Lightning apps. In addition, Weinmeister dissects and explains the most useful functions and features for declarative developers and shows you how to use them. Best of all, Weinmeister uses real-life business scenarios and visuals. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are enabled, equipped, and empowered. What You'll Learn Build objects, fields, and relationships to establish a sensible data model Automate business processes by using Workflow, Process Builder, and Flow Utilize functions and develop formulas effectively for a variety of business needs Develop approval processes to handle exception scenarios Employ actions to easily create efficient and relevant user experiences Manage your environments and deploy your solutions Who This Book Is for Business analysts, Salesforce administrators, and Salesforce developers

Mastering Salesforce DevOps

Andrew Davis
Mastering Salesforce DevOps Book PDF

Author : Andrew Davis
Publisher : Apress
Page : 464 pages
File Size : 47,5 Mb
Release : 2019-10-29
Category : Computers
ISBN : 9781484254738

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Mastering Salesforce DevOps by Andrew Davis Pdf

This practical guide brings DevOps principles to Salesforce development. It fits together two major movements within the IT world: the movement to Software/Platform as a Service (SaaS/PaaS), and the DevOps movement. While SaaS and PaaS allow companies to invest in their core competencies rather than maintain their own infrastructure, the goal of DevOps is to optimize the process of delivering software innovation and value. The release of Salesforce DX in late 2017 unlocks the possibility of a true DevOps workflow on Salesforce. But DevOps is new to the Salesforce world and there is not a widespread understanding of its goals and methods, and so adoption of Salesforce DX is still in the early stages. Mastering Salesforce DevOps explains how to build a powerful and comprehensive DevOps workflow for Salesforce—allowing you to finally deploy the world's most innovative platform using the world's most effective and efficient techniques. It addresses the need for a comprehensive guide to DevOps for Salesforce, allowing teams to bring proven practices from the IT world to resolve the hardest problems facing Salesforce developers today. What You Will Learn Improve company performance and software delivery performance using Salesforce DX Translate DevOps concepts into the unique language and practices of Salesforce Understand why and how you can implement Salesforce DX to achieve greater productivity and innovation Enable continuous delivery on Salesforce Build packages and architect code so it can be deployed easilyAllow admins to participate in what has traditionally been a developer workflow Know the techniques for reducing the stress and risk of deploymentApply the full range of automated tests that can be used on Salesforce Who This Book Is for Salesforce developers, release managers, and those managing Salesforce development teams who need a guide to DevOps, and DevOps specialists who need to apply familiar concepts to Salesforce

Salesforce Sales Cloud – An Implementation Handbook

Kerry Townsend
Salesforce Sales Cloud An Implementation Handbook Book PDF

Author : Kerry Townsend
Publisher : Packt Publishing Ltd
Page : 369 pages
File Size : 50,7 Mb
Release : 2024-04-30
Category : Computers
ISBN : 9781804615188

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Salesforce Sales Cloud – An Implementation Handbook by Kerry Townsend Pdf

Design and build Sales Cloud solutions to solve business challenges with this easy-to-follow handbook Key Features Discover the full range of capabilities offered by Sales Cloud and how to map them to business processes Learn how to plan and deliver all aspects of a successful Sales Cloud implementation Explore advanced concepts to integrate and extend Sales Cloud Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionSalesforce Sales Cloud is a system rich in functionality, addressing many sales business challenges such as sales productivity, forecast visibility, and sales enablement. However, unlocking the full value of the system and getting maximum returns pose a challenge, especially if you’re new to the technology. This implementation handbook goes beyond mere configuration to ensure a successful implementation journey. From laying the groundwork for your project to engaging stakeholders with sales-specific business insights, this book equips you with the knowledge you need to plan and execute. As you progress, you’ll learn how to design a robust data model to support the sales and lead generation process, followed by crafting an intuitive user experience to drive productivity. You’ll then explore crucial post-building aspects such as testing, training, and releasing functionality. Finally, you’ll discover how the solutions’ capability can be expanded by adding and integrating other tools to address typical sales use cases. By the end of this book, you’ll have grasped how to leverage Sales Cloud to solve sales challenges and have gained the confidence to design and implement solutions successfully with the help of real-world use cases.What you will learn Find out how Sales Cloud capabilities solve common sales challenges Determine the best development methodologies Design and build core sales processes, including demand generation and sales productivity Implement best practices for testing and training with accurate data Build a release plan by understanding the types of post-go-live support Explore territory management and model additional processes with Sales Cloud Understand common system integration use cases Harness the power of AppExchange solutions for sales Who this book is for This book is for administrators, consultants, and business analysts who want to understand and apply the capabilities of Salesforce Sales Cloud. Whether you’re completely new to Sales Cloud or enhancing existing functionalities within your organization, this handbook is your trusted companion. Business stakeholders responsible for or involved in Sales Cloud implementations will also benefit from this book.

Salesforce Platform App Builder Certification

Rakesh Gupta
Salesforce Platform App Builder Certification Book PDF

Author : Rakesh Gupta
Publisher : Apress
Page : 248 pages
File Size : 45,7 Mb
Release : 2019-12-16
Category : Computers
ISBN : 9781484254790

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Salesforce Platform App Builder Certification by Rakesh Gupta Pdf

New or intermediate developers will want to use this hands-on guide to prepare for the Salesforce Certified Platform App Builder credential, awarded for designing, building, and implementing applications using the declarative customization capabilities of the Salesforce Platform. This is the first book available covering this content, and Salesforce training is very costly. This book is filled with real-world examples and hands-on exercises, enabling you to prepare for the certification exam in a short span of time. Multiple-choice study questions and exercises are included to help you apply what you learn in each chapter. Author Rakesh Gupta explains Salesforce Platform fundamentals, including knowledge about the limitations of the declarative platform and when to use programmatic development versus the AppExchange. Data management and data analytics are covered. And you will learn how to set up organization-wide features that affect the look and feel of your application. Sandbox design patterns and process automation tools available in Salesforce are discussed and you will know when to use them. You will become familiar with a wide array of topics, including designing a mobile app and reporting in Salesforce. What You Will Learn Know when to use declarative development versus programmatic development versus the AppExchange Understand the Salesforce data model, field type (when to use which fields), and how and when to use an external object in Salesforce Be familiar with security and settings in Salesforce See how easily users can migrate to the Lightning experience from the classic platform Implement business process automation using declarative features Apply the automation process in Salesforce Utilize Process Builder and manage its power to automate business processes Use sandboxes and deployment tools Who This Book Is For New or intermediate Salesforce developers or anyone in the Salesforce development arena who wants to learn or explore the platform

Salesforce.com Lightning Process Builder and Visual Workflow

Jonathan Keel
Salesforce com Lightning Process Builder and Visual Workflow Book PDF

Author : Jonathan Keel
Publisher : Apress
Page : 369 pages
File Size : 49,8 Mb
Release : 2016-11-25
Category : Computers
ISBN : 9781484216910

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Salesforce.com Lightning Process Builder and Visual Workflow by Jonathan Keel Pdf

Learn how to build logic into your apps by configuring Salesforce.com Lightning Process Builder and Visual Workflow software tools to meet the needs of your organization without the use of code. You will be able to build workflow diagrams on the Salesforce.com platform and perform complex logic. Individuals who have created workflow diagrams in other applications (e.g., Microsoft Visio) will feel very comfortable using these two tools from Salesforce. If you find yourself in a situation where a standard Salesforce configuration does not meet your needs, you can always rely on a developer to extend the functionality through Visualforce and Apex code. What if you could take back that control and not rely on a developer or consultant? With two new technologies—Process Builder and Visual Workflow—introduced onto the Salesforce.com platform, you can accomplish much of what was normally handled with Apex code. Lightning Process Builder and Visual workflow both allow for advanced logic that standard configuration such as Salesforce.com Workflow cannot do. Salesforce.com Lightning Process Builder and Visual Workflow details how these technologies can be used to: Create a call center application that guides operators through a call with screens that change based on the caller’s responses. Automatically submit approvals to speed up and streamline your business. Update related records for any object being modified, including standard and custom objects.

Ultimate Salesforce Data Cloud for Customer Experience

Gourab Mukherjee
Ultimate Salesforce Data Cloud for Customer Experience Book PDF

Author : Gourab Mukherjee
Publisher : Orange Education Pvt Ltd
Page : 258 pages
File Size : 43,5 Mb
Release : 2024-01-16
Category : Computers
ISBN : 9789388590990

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Ultimate Salesforce Data Cloud for Customer Experience by Gourab Mukherjee Pdf

Become a Salesforce Data Cloud implementation expert. KEY FEATURES ● Explore the ways Salesforce Data Cloud can help your organization improve customer experience. ● A practical guide to implementation and best practices, walking through the process of implementing a Customer Data Platform. ● Prepare for the Salesforce Data Cloud Consultant exam and become a certified Salesforce Data Cloud practitioner. DESCRIPTION Survival in today's business landscape hinges on delivering exceptional customer experiences, and Customer Data Platforms (CDPs) are pivotal in achieving this goal. The ‘Ultimate Salesforce Data Cloud for Customer Experience' is your indispensable guide to unraveling the Salesforce ecosystem, illuminating its applications' significance in diverse business scenarios. Dive into the transformative potential of Customer Data Platforms, understanding their role in unlocking tremendous value for enterprises. Explore the prowess of Salesforce Data Cloud, a leading CDP platform, and gain practical insights into its seamless implementation. The book explores Salesforce Data Cloud architecture, gaining actionable insights for implementing both Customer Data Platforms and Salesforce Data Cloud. It will navigate the pivotal realms of data security and privacy, establishing a sturdy foundation for customer-centric strategies. The book also covers success stories that showcase the transformative outcomes achieved through the utilization of Salesforce Data Cloud. The end of the book serves as a roadmap for those aspiring to conquer the Salesforce Data Cloud Consultant exam. WHAT WILL YOU LEARN ● Master the dynamics of Customer Data Platforms (CDPs) exploring their fundamentals and significance. ● Demystify Salesforce Data Cloud Architecture by delving into the framework. ● Gain insights into the intricacies of implementing a Customer Data Platforms (CDPs) project. ● Develop skills to engage in Salesforce Data Cloud implementation projects as functional consultants or project managers. ● Comprehend best practices for data security and privacy of the Salesforce Data Cloud. ● Prepare to successfully attempt the Salesforce Data Cloud certification exam. WHO IS THIS BOOK FOR? The book is for all working professionals, students, managers, or anyone wishing to kickstart their journey in the exciting world of customer data platforms and customer experience management. Those looking to get certified as a Salesforce Data Cloud consultant should use this book to aid their preparation. TABLE OF CONTENTS 1. Introducing Salesforce Platform 2. Introduction to Customer Data Platform 3. Going beyond CDP: Salesforce Data Cloud 4. Salesforce Data Cloud Architecture 5. Implementing a Customer Data Platform 6. Implementing Salesforce Customer Data Cloud 7. Data Security and Privacy 8. Success Stories with Salesforce Data Cloud 9. The Way Forward for Creating Great Customer Experiences 10. Preparation for the Salesforce Data Cloud Consultant Exam Index

Behind the Cloud

Marc Benioff,Carlye Adler
Behind the Cloud Book PDF

Author : Marc Benioff,Carlye Adler
Publisher : John Wiley & Sons
Page : 311 pages
File Size : 43,8 Mb
Release : 2009-10-19
Category : Business & Economics
ISBN : 9780470521168

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Behind the Cloud by Marc Benioff,Carlye Adler Pdf

How did salesforce.com grow from a start up in a rented apartment into the world's fastest growing software company in less than a decade? For the first time, Marc Benioff, the visionary founder, chairman and CEO of salesforce.com, tells how he and his team created and used new business, technology, and philanthropic models tailored to this time of extraordinary change. Showing how salesforce.com not only survived the dotcom implosion of 2001, but went on to define itself as the leader of the cloud computing revolution and spark a $46-billion dollar industry, Benioff's story will help business leaders and entrepreneurs stand out, innovate better, and grow faster in any economic climate. In Behind the Cloud, Benioff shares the strategies that have inspired employees, turned customers into evangelists, leveraged an ecosystem of partners, and allowed innovation to flourish.

Practical Salesforce.com Development Without Code

Philip Weinmeister
Practical Salesforce com Development Without Code Book PDF

Author : Philip Weinmeister
Publisher : Apress
Page : 0 pages
File Size : 54,5 Mb
Release : 2015-04-05
Category : Computers
ISBN : 1484200993

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Practical Salesforce.com Development Without Code by Philip Weinmeister Pdf

Are you facing a challenging Salesforce.com problem—say, relating to customization, configuration, reporting, dashboards, or formulation—that you can’t quite crack? Or maybe you are hoping to infuse some creativity into your solution design strategy to solve problems faster or make solutions more efficient? Practical Salesforce.com Development Without Code shows you how to unlock the power of the Force.com platform to solve real business problems—and all without writing a line of code. Adhering to Salesforce.com’s "Clicks, not code" mantra, Salesforce.com expert Phil Weinmeister walks you through different business problems and identifies effective, creative—and proven—approaches to solutions using the software’s declarative framework. If you are a Salesforce.com administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions—and now. Practical Salesforce.com Development Without Code is your lifeline. You will learn how to deliver business solutions within Salesforce.com by combining analysis, creativity, and logic with some of its core elements, including validation rules, workflow rules, formula fields, and flows. In addition, Weinmeister dissects and explains the most useful functions and features for developers, and shows you how to use them. Among other things, you will learn how to: Automate business processes Build reports Customize interfaces and dashboards Become expert in developing formulas Learn how to use functions effectively Develop intricate approval processes Best of all, Weinmeister uses real-life business scenarios and visuals—while sparing you the boring technical jargon—to keep you energized, engaged, and learning something new with every page you read. Practical Salesforce.com Development Without Code will help you absorb the principles behind dozens of new and creative ways to solve your business problems. And that will save you time and make sure your internal customers or clients are well satisfied and productive.

Understanding Your Users

Kathy Baxter,Catherine Courage
Understanding Your Users Book PDF

Author : Kathy Baxter,Catherine Courage
Publisher : Elsevier
Page : 704 pages
File Size : 40,9 Mb
Release : 2005-01-19
Category : Computers
ISBN : 9780080520087

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Understanding Your Users by Kathy Baxter,Catherine Courage Pdf

Today many companies are employing a user-centered design (UCD) process, but for most companies, usability begins and ends with the usability test. Although usability testing is a critical part of an effective user-centered life cycle, it is only one component of the UCD process. This book is focused on the requirements gathering stage, which often receives less attention than usability testing, but is equally as important. Understanding user requirements is critical to the development of a successful product. Understanding Your Users is an easy to read, easy to implement, how-to guide on usability in the real world. It focuses on the "user requirements gathering" stage of product development and it provides a variety of techniques, many of which may be new to usability professionals. For each technique, readers will learn how to prepare for and conduct the activity, as well as analyze and present the data —all in a practical and hands-on way. In addition, each method presented provides different information about the user and their requirements (e.g., functional requirements, information architecture, task flows). The techniques can be used together to form a complete picture of the users’ requirements or they can be used separately to address specific product questions. These techniques have helped product teams understand the value of user requirements gathering by providing insight into how users work and what they need to be successful at their tasks. Case studies from industry-leading companies demonstrate each method in action. In addition, readers are provided with the foundation to conduct any usability activity (e.g., getting buy-in from management, legal and ethical considerations, setting up your facilities, recruiting, moderating activities) and to ensure the incorporation of the results into their products. ·Covers all of the significant requirements gathering methods in a readable, practical way ·Presents the foundation readers need to prepare for any requirements gathering activity and ensure that the results are incorporated into their products ·Includes invaluable worksheet and template appendices ·Includes a case study for each method from industry leaders ·Written by experienced authors who teach conference courses on this subject to usability professionals and new product designers alike

Salesforce End-to-End Implementation Handbook

Kristian Margaryan Jorgensen,Tameem Bahri
Salesforce End to End Implementation Handbook Book PDF

Author : Kristian Margaryan Jorgensen,Tameem Bahri
Publisher : Packt Publishing Ltd
Page : 302 pages
File Size : 48,6 Mb
Release : 2023-03-10
Category : Computers
ISBN : 9781804617601

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Salesforce End-to-End Implementation Handbook by Kristian Margaryan Jorgensen,Tameem Bahri Pdf

Packed with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programs Key Features Explore the end-to-end Salesforce implementation lifecycle with templates and practical examples Discover common issues and strategies for mitigation and prevention Work with checklists to assess the state of your Salesforce implementation in each phase Purchase of the print or Kindle book includes a free PDF eBook Book Description With ever-growing digital transformation programs involving Salesforce, there is a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementations. This book will act as a detailed guide for your Salesforce implementation journey, including common issues and pitfalls to mitigate and prevent errors. The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you'll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework. As you progress, you'll gain insights on the necessary activities, milestones, and common issues faced in salesforce implementation, along with strategies to mitigate them. At the end of each section, you'll find evaluation checklists to assess the state of your Salesforce implementation. By the end of this book, you'll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI. What you will learn Discover the critical activities in Salesforce implementation Address common issues faced in implementing Salesforce Explore appropriate delivery methodology Understand the importance of a change management strategy Govern Salesforce implementation through all its phases Gain insights on key activities in the continuous improvement phase Leverage customer 360 for analytics, AI and automation Who this book is for This book is for salesforce consultants, architects, project/program managers, delivery leaders for salesforce implementation, or product owners- planning to implement Salesforce or already implementing Salesforce for their organizations. If you are switching to a role in salesforce development, this book will act as a guide on what to expect on the job and how to ace it. Familiarity with basic business, CRM, and project management concepts is required.

Salesforce B2C Solution Architect's Handbook

Mike King
Salesforce B2C Solution Architect s Handbook Book PDF

Author : Mike King
Publisher : Packt Publishing Ltd
Page : 458 pages
File Size : 42,7 Mb
Release : 2021-11-19
Category : Computers
ISBN : 9781801811309

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Salesforce B2C Solution Architect's Handbook by Mike King Pdf

The ultimate handbook for new and seasoned Salesforce B2C Solution Architects who want to design seamless B2C solutions across the Salesforce Customer 360 ecosystem – including B2C Commerce, Service Cloud, and Marketing Cloud Key Features Give your customers a frictionless experience by creating a unified view of all their interactions Get your architectural design right the first time and avoid costly reworks Prepare for the B2C Solution Architect exam and Salesforce certification with practical scenarios following Salesforce best practices Book Description There's a huge demand on the market for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform and leverage data into actionable insights. With Salesforce B2C Solution Architect's Handbook, you'll gain a deeper understanding of the integration options and products that help you deliver value for organizations. While this book will help you prepare for the B2C Solution Architect exam, its true value lies in setting you up for success afterwards. The first few chapters will help you develop a solid understanding of the capabilities of each component in the Customer 360 ecosystem, their data models, and governance. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You'll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. Once you've mastered the core knowledge, you'll also learn about tools, techniques, and certification scenarios in preparation for the B2C Solution Architect exam. By the end of this book, you'll have the skills to design scalable, secure, and future-proof solutions supporting critical business demands. What you will learn Explore key Customer 360 products and their integration options Choose the optimum integration architecture to unify data and experiences Architect a single view of the customer to support service, marketing, and commerce Plan for critical requirements, design decisions, and implementation sequences to avoid sub-optimal solutions Integrate Customer 360 solutions into a single-source-of-truth solution such as a master data model Support business needs that require functionality from more than one component by orchestrating data and user flows Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It's primarily written for B2C commerce architects, application architects, integration architects, as well as system architects, enterprise architects, Salesforce architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you'll need a solid understanding of data integration, APIs, and connected systems, along with knowledge of the fundamentals of business-to-consumer (B2C) customer experiences.

Mastering Salesforce CRM Administration

Rakesh Gupta
Mastering Salesforce CRM Administration Book PDF

Author : Rakesh Gupta
Publisher : Packt Publishing Ltd
Page : 405 pages
File Size : 42,9 Mb
Release : 2017-03-27
Category : Computers
ISBN : 9781786460769

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Mastering Salesforce CRM Administration by Rakesh Gupta Pdf

Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Practical Salesforce.com Development Without Code

Philip Weinmeister
Practical Salesforce com Development Without Code Book PDF

Author : Philip Weinmeister
Publisher : Apress
Page : 306 pages
File Size : 43,5 Mb
Release : 2014-12-31
Category : Computers
ISBN : 9781484200971

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Practical Salesforce.com Development Without Code by Philip Weinmeister Pdf

Are you facing a challenging Salesforce.com problem--say, relating to automation, configuration, formulation, or reporting--that you can't quite crack? Or maybe you are hoping to infuse some creativity into your solution design strategy to solve problems faster or make solutions more efficient? Practical Salesforce.com Development Without Code shows you how to unlock the power of the Force.com platform to solve real business problems--and all without writing a line of code. Adhering to Salesforce.com's "clicks, not code" mantra, Salesforce.com expert Phil Weinmeister walks you through different business problems and identifies effective, creative--and proven--approaches to solutions using the platform's declarative framework. If you are a Salesforce.com administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions--and now. By adopting Practical Salesforce.com Development Without Code as your guide, you will learn how to deliver business solutions within Salesforce.com by combining analysis, creativity, and logic with some of its core elements, including validation rules, workflow rules, and formula fields. In addition, Weinmeister dissects and explains the most useful functions and features for developers, and shows you how to use them. Among other things, you will learn how to: Build objects, fields, and relationships to establish a sensible data model Automate business processes by using workflow rules and flows (Visual Workflow) Utilize functions and develop formulas effectively for a variety of business needs Develop intricate approval processes to handle exception scenarios Employ publisher actions to drive additional functionality from the Chatter feed Manage your data using Data Loader Best of all, Weinmeister uses real-life business scenarios and visuals to keep you engaged and learning something new with every page you read. Practical Salesforce.com Development Without Code will help you absorb the principles behind dozens of creative and thoughtful ways to solve your business problems. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are well satisfied and productive.