Salesforce CRM Admin Cookbook

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781849684255
Release Date: 2013-03-26
Genre: Computers

This book is written in a Cookbook-style format and provides you with immediately useable recipes that extend the functionality of Salesforce CRM and solves real-world problems encountered within the Salesforce CRM application.The recipes in this Cookbook contain proven, step-by-step instructions along with detailed screenshots.This Cookbook has been designed so that you can read it chapter by chapter, starting with recipes that provide enhancements to the user interface, and finishing with recipes that cover data and systems integration. You can also refer to the list of recipes and choose to access them in no particular order. Either method allows you to rapidly implement solutions in your organization that extend and enhance the functionality of Salesforce CRM for your users.This book is for Salesforce administrators and developers who want to quickly incorporate enhanced functionality and extend the power of Salesforce CRM.Whether you are a Salesforce novice or a more experienced administrator, this book provides practical, step-by-step instructions in the use of hidden features, advanced user interface techniques, and solutions for process automation, plus data and systems integration. Not only are standard Salesforce CRM features covered, such as workflow and approval processes, validation rules, and formula fields, but you will also be exposed to further technologies that include HTML, Javascript, CSS, Apex, and Visualforce.

Salesforce CRM

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781782170532
Release Date: 2013-01-01
Genre: Computers

A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease.This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and by the end of the book, you should be ready to administer Salesforce CRM in a real-world environment.

Salesforce CRM Admin Cookbook

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781788621823
Release Date: 2017-12-22
Genre: Computers

Extend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions. About This Book Implement advanced user interface techniques to improve the look and feel of Salesforce CRM. Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization. Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM. Who This Book Is For If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed. What You Will Learn Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques Improving the data quality in Salesforce CRM and automatic data capture Implement an approval process to control the way approvals are managed for records in Salesforce CRM Increase productivity using tools and features to provide advanced administration Extend Lightning Experience Record Pages to tailor user interaction experience Create Lightning component to implement Search before Create for customer/person accounts In Detail Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework. Style and approach We will be discussing recipes about several modules, which will help you gain mastery over different modules, such as data management, security enhancements, and so on, which is expected of an administrator.

Mastering Salesforce CRM Administration

Author: Rakesh Gupta
Publisher: Packt Publishing Ltd
ISBN: 9781786460769
Release Date: 2017-03-27
Genre: Computers

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.

Salesforce Handbook

Author: Wes Nolte
Publisher: Lulu.com
ISBN: 9781446108536
Release Date: 2011-03-01
Genre: Computers

This book is not intended to be a deep-dive on security, programming, reporting, configuration, etc. but more of a high-level overview on salesforce.com, Force.com development, tools, methodology and other resources. We will not cover all aspects of salesforce.com. We wrote this book to (hopefully) become an invaluable resource for anyone new or inexperienced with the Force.com platform. For new administrators and developers coming on to the platform, we see a gaping hole in existing reference books. This book is not intended for end users or advanced developers. This book is for people somewhere in the middle; let's say a business analyst or a new Java or .NET developer. We would like this to be the first book you pick up after your boss walks in and says, "Let's take a look at salesforce.com and see if we can build some applications in the cloud."This book contains the information that we wish we had when we started developing applications on Force.com.

Visualforce Development Cookbook

Author: Keir Bowden
Publisher: Packt Publishing Ltd
ISBN: 9781782170815
Release Date: 2013-09-24
Genre: Computers

Visualforce Development Cookbook is written in such a way that even complex concepts are explained in an easy-to-understand manner. Following a Cookbook structure, the book covers some essential technical scenarios and includes over 75 recipes focusing on real-world development problems. This book is packed with illustrations and also contains lots of code samples for the better understanding of the reader."Visualforce Development Cookbook" is aimed at developers who have already grasped the basics of Visualforce. Awareness of the standard component library and the purpose of controllers is expected.

Salesforce com Secrets of Success

Author: David Taber
Publisher: Pearson Education
ISBN: 9780133517392
Release Date: 2013
Genre: Computers

A guide to every aspect of Salesforce.com covers such topics as using the service cloud, promoting collaboration through Chatter, and establishing metrics for social CRM performance.

Salesforce com For Dummies

Author: Tom Wong
Publisher: John Wiley & Sons
ISBN: 9781118825846
Release Date: 2014-04-09
Genre: Computers

Your fun and easy introduction to Salesforce.com and its latest tools The frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs Written by Salesforce.com insiders with years of expertise in CRM services Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.

Salesforce Essentials for Administrators

Author: Mohith Shrivastava
Publisher: Packt Publishing Ltd
ISBN: 9781784393069
Release Date: 2014-10-10
Genre: Computers

This book is targeted at expert administrators or professionals who are new to Salesforce and want to learn the various features supported by the platform in a short space of time. The book can also be used by professionals preparing for Developer and Administrator certification exams from Salesforce.

Salesforce com Customization Handbook

Author: Rakesh Gupta
Publisher: Packt Publishing Ltd
ISBN: 9781849685993
Release Date: 2014-09-12
Genre: Computers

If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.

Salesforce Reporting and Dashboards

Author: Johan Yu
Publisher: Packt Publishing Ltd
ISBN: 9781784395209
Release Date: 2015-03-26
Genre: Computers

This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.

Learn Salesforce Lightning

Author: Felicia Duarte
Publisher: Apress
ISBN: 9781484229941
Release Date: 2017-12-20
Genre: Computers

Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming. Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include: Sales and service management Lightning Apps on the AppExchange Lightning dashboards and reports Lightning security Lightning Process Builder and more What You’ll Learn Navigate the Salesforce Lightning interface Know where to go in the setup area to make customizations Create dynamic reports and dashboards View Lightning on a mobile device Train other users on common day-to-day activities within Lightning Who This Book Is for Salespeople, managers, and executives who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

Learning Einstein Analytics

Author: santosh chitalkar
Publisher: Packt Publishing Ltd
ISBN: 9781788478182
Release Date: 2018-01-29
Genre: Computers

Learn to confidently setup and create app, lenses, dashboards using Salesforce Einstein Analytics. Key Features Explore Einstein analytics on desktop as well as mobile platforms Turn data into smarter sales with Einstein Analytics for Sales Visualize your data with preloaded as well as customized dashboards Book Description Salesforce Einstein analytics aka Wave Analytics is a cloud-based platform which connects data from the multiple sources and explores it to uncover insights. It empowers sales reps, marketers, and analysts with the insights to make customer interactions smarter, without building mathematical models. You will learn to create app, lenses, dashboards and share dashboards with other users. This book starts off with explaining you fundamental concepts like lenses, step, measures and sets you up with Einstein Analytics platform. We then move on to creating an app and here you will learn to create datasets, dashboards and different ways to import data into Analytics. Moving on we look at Einstein for sales, services, and marketing individually. Here you will learn to manage your pipeline, understand important business drivers and visualize trends. You will also learn features related to data monitoring tools and embedding dashboards with lightning, visualforce page and mobile devices. Further, you will learn advanced features pertaining to recent advancements in Einstein which include machine learning constructs and getting predictions for events. By the end of this book, you will become proficient in the Einstein analytics, getting insights faster and understanding your customer in a better way. What you will learn - Create app, lenses, and dashboards using Einstein. - Visualize data utilizing all the widgets available with Einstein. - Understand Einstein for Sales, Service, and Marketing separately. - Use Data monitoring tools to monitor data flow and system jobs. - Abstract machine learning constructs and make predictions on events Who this book is for This book is for data scientists, business users, developers who want to explore business data using the Salesforce Einstein Analytics. Knowledge of the Salesforce platform is required.

Salesforce Marketing Cloud For Dummies

Author: Wiley
Publisher: John Wiley & Sons
ISBN: 9781119122098
Release Date: 2017-10-30
Genre: Business & Economics

Salesforce Marketing Cloud For Dummies will help you make the most of your investment in this exciting digital marketing suite of products. Use Salesforce Marketing Cloud to personalize your customers' journey, whether they are visiting you on the web, via their mobile device, or on Facebook. Discover how you can set-up and establish the data sets that are most important to your job function, use the robust e-mail tool for your direct marketing campaign, engage your customers on mobile devices, and use predictive intelligence to achieve optimal engagement across the customer journey.

Salesforce Lightning Cookbook

Author: Syed Chand Shah
Publisher: Packt Publishing Ltd
ISBN: 9781789535747
Release Date: 2018-08-31
Genre: Computers

Over 25 recipes to help you design and test informative applications on the Salesforce Lightning platform Key Features Learn Salesforce Lightning concepts from scratch. Build scalable enterprise apps with Salesforce design guidelines and the CSS framework Use Visualforce to build custom user interfaces for mobile and web apps Book Description The new Lightning Experience combines three major components—Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. If you wish to meet the challenges that Lightning throws at you head-on, then look no further because this practical book will be your faithful companion and ensure that you make best use of the Lightning platform. The book starts by walking you through the three major Lightning Components and helps you enable and configure a Lightning solution. You will explore the art of working with standard components and build a basic layout for the application. Then, you will add more advanced components using the Lightning Framework. Finally, you will also build and migrate reports and dashboards to make your app look more professional. Towards the end of the book, you’ll make use of Design System to work with Salesforce data and lay out the entire page with the components that you’ve built, before integrating Visualforce in your application. What you will learn Enable and configure a Lightning solution Create standard Lightning solutions and build a basic page layout Add custom components to your Lightning pages Build and migrate reports and dashboards Integrate Lightning pages with Visualforce to enhance performance Add stunning custom designs and styling with Lightning Design System Who this book is for This book is ideal for Salesforce developers, admins, sales consultants, and sales managers who are comfortable with using Lightning features to build basic apps. Experience with JavaScript, CSS, and HTML would be an advantage but not compulsory.