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

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781849683074
Release Date: 2011-10-14
Genre: Computers

A practical guide through which you will discover how to set up and configure the application. Along the way, you will also be presented with solutions and real-life examples on how to further improve and maintain its functionality with clear step-by-step 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. By the end of the book, you will be ready to configure and administer a Salesforce CRM system in a real-world environment which fully supports your business needs.

Salesforce CRM the Definitive Admin Handbook

Author: Paul Goodey
Publisher:
ISBN: 1786468964
Release Date: 2017-02-28
Genre:

Successfully administer Salesforce CRM and Salesforce mobile implementations using best practices and real-world scenariosAbout This Book* See the latest best practice Salesforce administration principles, gain real-world experience, and understand critical design considerations to set up and customize Salesforce CRM* This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features* Step-by-step navigation and descriptions through the features of Salesforce CRM platform and clear guidance on the customization and administration of the applicationWho This Book Is ForThis 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 administrator, this book will enhance your knowledge and understanding of the Salesforce CRM platform and features.What You Will Learn* Manage and administer user records ad password policies* Configure and control the various organization-wide user interface features in Salesforce CRM* Set up and maintain a user and administer appropriate security and login access mechanisms* Apply organization security* Understand the capabilities of the Salesforce CRM sharing model* Create, delete, and customize fields, page layout, and list views for custom and standard objects* Find out how to use visualforce coding in Salesforce CRM* Implement the mechanisms for data management* Discover the tools to import, update, transfer, and mass delete dataIn DetailSalesforce CRM's winter '17 release has tons in store for Customer Relationship Management Service designed to transform your marketing and sales.With this complete guide to implementing the service, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to how to set up organization-wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Chatter, and Invitations.At the end of the book, we cover Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager and techniques to further enhance the system and improve the return on investment. Every chapter will be followed by example questions that you can expect in the certification examinations.

Salesforce CRM The Definitive Admin Handbook

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781786464521
Release Date: 2016-12-21
Genre: Computers

Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques About This Book See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRM This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features Step-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application Identify what is covered to create your own improved study guide for the certified administrator examination Who This Book Is For 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 new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM. What You Will Learn Manage and administer user records and password policies Configure and control the various organization-wide user interface features in Salesforce CRM Set up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanisms Apply organization security Understand the capabilities of the Salesforce CRM sharing model Create, delete, and customize fields, page layout, and list views for custom and standard objects Find out how Apex and Visualforce coding can be used in Salesforce CRM Implement the mechanisms for data management Discover the tools to import, update, transfer, and mass delete data In Detail Salesforce CRM's Winter '17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination. Style and approach This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.

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 The Definitive Admin Handbook Third Edition

Author: Paul Goodey
Publisher: Packt Publishing
ISBN: 1784397563
Release Date: 2015-01-30
Genre: Business & Economics

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 administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.

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.

Force com Developer Certification Handbook Dev401

Author: Siddhesh Kabe
Publisher: Packt Publishing Ltd
ISBN: 9781849683494
Release Date: 2012-01-26
Genre: Computers

A practical guide that will help you discover fundamentals for building applications on Force.com without writing a single line of code. If you are new to the Force.com platform and want to learn from scratch, it is advisable that you begin with the first chapter and move on to the last. However, if you are familiar with Force.com and want to understand in detail some aspect of it, you can dip into any chapter. Each certification module is covered in a separate chapter, and is accompanied by questions being asked in the exams. Developers who need to prepare for the Salesforce.com Certified Force.com Developer exam will benefit from this book. This book is ideal for developers who are new to Salesforce CRM and the Force.com platform. It would be advantageous if readers have some familiarity with Salesforce applications and have basic HTML and XML skills. By the end of the book, you will be ready to appear for the exam and develop various applications on the cloud platform.

Salesforce Platform App Builder Certification Handbook

Author: Siddhesh Kabe
Publisher: Packt Publishing Ltd
ISBN: 9781785280771
Release Date: 2016-04-26
Genre: Computers

A handy guide that covers the most essential topics for Salesforce Platform App Builder Certification in an easy-to-understand format About This Book Get to grips with the fundamentals of Force.com to pass the certification exam with flying colors Create Force.com applications, automate business processes, and manage data operations to be a successful Salesforce.com Certified Force.com app builder A step-by-step guide that covers the most essential topics for the Platform App Builder Certification in an easy-to-understand format Who This Book Is For Salesforce beginners who need to prepare for the Salesforce Platform App Builder Certification exam will benefit from this book. This book is ideal for developers and admins who are new to Salesforce CRM and the Force.com platform. It is recommended that users have some basic programming knowledge and are familiar with salesforce. By the end of the book, you will be ready to appear for the exam and develop various applications on the cloud platform. What You Will Learn Learn the basics of the force.com cloud platform Learn to build objects that align with your business Understand the process of building an application on force.com platform Kick-start your certification journey in basic- easy-to-follow guide Focus on important topics that help you accomplish your certification goals Learn to secure your application with the Salesforce security model Manipulate and process large amount of data using the data tools Prepare for the exam with sample mock questions In Detail The Salesforce Certified Platform App Builder exam is for individuals who want to demonstrate their skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of Force.com. This book will build a strong foundation in Force.com to prepare you for the platform app builder certification exam. It will guide you through designing the interface while introducing the Lightning Process Builder. Next, we will implement business logic using various point and click features of Force.com. We will learn to manage data and create reports and dashboards. We will then learn to administer the force.com application by configuring the object-level, field-level, and record-level security. By the end of this book, you will be completely equipped to take the Platform App Builder certification exam. Style and approach Simple and to-the-point examples that can be tried out in your developer org. A practical book for professionals who want to take the Salesforce Platform App Builder Certification exam. Sample questions for every topic in an exam pattern to help you prepare better, and tips to get things started. Full of screen-shots, diagrams, and clear step-by-step instructions that cover the entire syllabus for the exam.

Salesforce com For Dummies

Author: Tom Wong
Publisher: John Wiley & Sons
ISBN: 9781118822142
Release Date: 2014-04-21
Genre: Business & Economics

Explains tools offered on the web site, Salesforce.com, for managing company sales, marketing, customer service, and support operations, including personalizing the system, improving marketing campaigns, and measuring business performance.

Practical Salesforce com Development Without Code

Author: Philip Weinmeister
Publisher: Apress
ISBN: 9781484200971
Release Date: 2014-12-31
Genre: Computers

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.

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 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.

Mastering ArcGIS Enterprise Administration

Author: Chad Cooper
Publisher: Packt Publishing Ltd
ISBN: 9781788296847
Release Date: 2017-10-27
Genre: Computers

Learn how to confidently install, configure, secure, and fully utilize your ArcGIS Enterprise system. About This Book Install and configure the components of ArcGIS Enterprise to meet your organization's requirements Administer all aspects of ArcGIS Enterprise through user interfaces and APIs Optimize and Secure ArcGIS Enterprise to make it run efficiently and effectively Who This Book Is For This book will be geared toward senior GIS analysts, GIS managers, GIS administrators, DBAs, GIS architects, and GIS engineers that need to install, configure, and administer ArcGIS Enterprise 10.5.1. What You Will Learn Effectively install and configure ArcGIS Enterprise, including the Enterprise geodatabase, ArcGIS Server, and Portal for ArcGIS Incorporate different methodologies to manage and publish services Utilize the security methods available in ArcGIS Enterprise Use Python and Python libraries from Esri to automate administrative tasks Identify the common pitfalls and errors to get your system back up and running quickly from an outage In Detail ArcGIS Enterprise, the next evolution of the ArcGIS Server product line, is a full-featured mapping and analytics platform. It includes a powerful GIS web services server and a dedicated Web GIS infrastructure for organizing and sharing your work. You will learn how to first install ArcGIS Enterprise to then plan, design, and finally publish and consume GIS services. You will install and configure an Enterprise geodatabase and learn how to administer ArcGIS Server, Portal, and Data Store through user interfaces, the REST API, and Python scripts. This book starts off by explaining how ArcGIS Enterprise 10.5.1 is different from earlier versions of ArcGIS Server and covers the installation of all the components required for ArcGIS Enterprise. We then move on to geodatabase administration and content publication, where you will learn how to use ArcGIS Server Manager to view the server logs, stop and start services, publish services, define users and roles for security, and perform other administrative tasks. You will also learn how to apply security mechanisms on ArcGIS Enterprise and safely expose services to the public in a secure manner. Finally, you'll use the RESTful administrator API to automate server management tasks using the Python scripting language. You'll learn all the best practices and troubleshooting methods to streamline the management of all the interconnected parts of ArcGIS Enterprise. Style and approach The book takes a pragmatic approach, starting with installation & configuration of ArcGIS Enterprise to finally building a robust GIS web infrastructure for your organization.

Teach Yourself VISUALLY Salesforce com

Author: Justin Davis
Publisher: John Wiley & Sons
ISBN: 9781119047667
Release Date: 2015-03-25
Genre: Computers

The highly visual, step-by-step guide to getting the most out of Salesforce.com Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of Salesforce.com. You'll be walked through each step of the entire process, from choosing the right edition and customizing your service to capturing leads, inputting contacts, tracking correspondence, reviewing reports, and more. This updated edition covers the newest features and tools that make your business run more smoothly, so you can get up and running quickly. This book is your ultimate guide to optimizing Salesforce.com capabilities, helping you leverage your data into added value for your business. Choose the right Salesforce.com edition to suit your needs Master the latest and most helpful features Personalize your system for a tailor-made CRM solution Manage accounts, develop contacts, track inventory, and more