Download or read book Breaking Into Salesforce written by Derek Davis and published by . This book was released on 2023-08-25 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Being a Salesforce.com Administrator is an exciting and rewarding career that can potentially open up opportunities for professionals of all backgrounds! Whether you're just starting out in the world of tech, or are looking to transition from another industry into something new - this book will provide valuable insight into what it takes to become a successful administrator on Salesforce. I've done by level best to include everything you need to know about taking your first steps towards becoming part of one of the most powerful platforms around today!With so many businesses relying on Salesforce.com, a career as a Salesforce Administrator provides excellent potential for success. Breaking Into Salesforce provides invaluable guidance, equipping you with all the information you need to land the perfect job in our rapidly growing field. Drawing on decades of hands-on experience and thorough industry insights, this unique book covers all aspects of launching your career, from obtaining certifications to updating your resume and LinkedIn profile and salary negotiating strategies. In addition, this book provides practical insights on how to perform the role, and provides a high level overview of the Software Development Lifecycle, guidance on how to gather requirements for a Salesforce project, and tips on Salesforce project management. It is filled with tips, advice, and strategies to make sure you have what it takes to compete in today's challenging job market. Get the edge you need to rise above the competition and place yourself on the path towards a successful Salesforce career. Don't miss out - get Breaking Into Salesforce now!

Download or read book Mastering Salesforce CRM Administration written by Rakesh Gupta and published by Packt Publishing Ltd. This book was released on 2017-03-27 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Salesforce For Dummies written by Liz Kao and published by John Wiley & Sons. This book was released on 2019-12-12 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com! Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter More than 150,000 companies worldwide use Salesforce.com as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.

Download or read book Salesforce for Beginners written by Sharif Shaalan and published by Packt Publishing Ltd. This book was released on 2020-05-29 with total page 457 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook Description Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals. What you will learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is for If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.

Download or read book Hands On Low Code Application Development with Salesforce written by Enrico Murru and published by Packt Publishing Ltd. This book was released on 2020-10-16 with total page 608 pages. Available in PDF, EPUB and Kindle. Book excerpt: Explore a wide range of low-code tools in the Salesforce platform for building customized CRM applications without writing any code Key FeaturesCreate apps with a rich user experience without paying for costly developersLeverage Salesforce Lightning Platform’s declarative features to build professional-grade applicationsImprove productivity with business process automation using Workflow, Process Builder, and FlowBook Description Low-code platforms allow users to focus on business logic to create solutions without getting trapped in programming complexities. Thanks to its powerful features for designing, developing, and deploying apps without having to hand-code, Salesforce is at the forefront of the low-code development revolution. This book will guide you in building creative applications for solving your business problems using the declarative framework provided by Salesforce. You’ll start by learning how to design your business data model with custom objects, fields, formulas, and validation rules, all secured by the Salesforce security model. You’ll then explore tools such as Workflow, Process Builder, Lightning Flow, and Actions that will help you to automate your business processes with ease. This book also shows you how to use Lightning App Builder to build personalized UIs for your Salesforce applications, explains the value of creating community pages for your organization, and teaches you how to customize them with Experience Builder. Finally, you'll work with the sandbox model, deploy your solutions, and deliver an effective release management strategy. By the end of this Salesforce book, you’ll be ready to customize Salesforce CRM to meet your business requirements by creating unique solutions without writing a single line of code. What you will learnGet to grips with the fundamentals of data modeling to enhance data qualityDeliver dynamic configuration capabilities using custom settings and metadata typesSecure your data by implementing the Salesforce security modelCustomize Salesforce applications with Lightning App BuilderCreate impressive pages for your community using Experience BuilderUse Data Loader to import and export data without writing any codeEmbrace the Salesforce Ohana culture to share knowledge and learn from the global Salesforce communityWho this book is for If you are a citizen developer, business analyst, Salesforce administrator, or anyone interested in developing applications or solutions for business problems but lack technical knowledge, this book is for you. No prior programming experience is required.

Download or read book Salesforce com For Dummies written by Liz Kao and published by John Wiley & Sons. This book was released on 2016-04-07 with total page 512 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your all-access guide to reaping the benefits of Salesforce.com Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Written by Salesforce.com insiders with years of experience in customer relationship management (CRM) solutions, Salesforce.com For Dummies gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You'll discover how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, create accurate projects based on past performance, and so much more. A customizable, on-demand CRM solution, Salesforce.com allows businesses to organize and manage all of their customer information—leads, opportunities, contacts, accounts, cases, and solutions—in one place. Whether you're a Windows or Mac user, this down-to-earth, friendly guide shows you how to maximize Salesforce.com's capabilities to close deals faster, gain real-time visibility into sales, and collaborate instantly. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter If you're new to Salesforce.com or an existing user looking for the latest tips and tricks to maximize its potential, this friendly guide has you covered.

Download or read book Trailblazer written by Marc Benioff and published by Currency. This book was released on 2019-10-15 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: NEW YORK TIMES BESTSELLER • The founder and co-CEO of Salesforce delivers an inspiring vision for successful companies of the future—in which changing the world is everyone’s business. “The gold standard on how to use business as a platform for change at this urgent time.”—Ray Dalio, founder of Bridgewater Associates and author of Principles: Life and Work What’s the secret to business growth and innovation and a purpose-driven career in a world that is becoming vastly more complicated by the day? According to Marc Benioff, the answer is embracing a culture in which your values permeate everything you do. In Trailblazer, Benioff gives readers a rare behind-the-scenes look at the inner workings of one of the world’s most admired companies. He reveals how Salesforce’s core values—trust, customer success, innovation, and equality—and commitment to giving back have become the company’s greatest competitive advantage and the most powerful engine of its success. Because no matter what business you’re in, Benioff says, values are the bedrock of a resilient company culture that inspires all employees, at every level, to do the best work of their lives. Along the way, he shares insights and best practices for anyone who wants to cultivate a company culture positioned to thrive in the face of the inevitable disruption ahead. None of us in the business world can afford to sit on the sidelines and ignore what’s going on outside the walls of our workplaces. In the future, profits and progress will no longer be sustainable unless they serve the greater good. Whether you run a company, lead a small team, or have just draped an ID badge around your neck for the first time, Trailblazer reveals how anyone can become an agent of change. Praise for Trailblazer “A guide for what every business and organization must do to thrive in this period of profound political and economic change.”—Jamie Dimon, chairman and CEO of JPMorgan Chase “In Trailblazer, Benioff explores how companies can nurture a values-based culture to become powerful platforms for change.”—Susan Wojcicki, CEO of YouTube

Download or read book Salesforce com For Dummies written by Tom Wong and published by John Wiley & Sons. This book was released on 2014-04-09 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book The Salesforce Career Playbook written by Martin Gessner and published by . This book was released on 2020-10-29 with total page 424 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book is the missing link ... and should be required reading for anyone looking to launch or grow a career within the Salesforce ecosystem." -Selina Suarez, Executive director/founder, PepUp Tech In the next two years, an estimated 3.3 million jobs in the Salesforce ecosystem will open, and one of them could be yours. But how can you sort through all these jobs-administrators, architects, analysts, developers, consultants-and find the one that is right for you? And how do you package yourself to win the job position?Martin Gessner, author of The Salesforce Career Playbook, is known in the Salesforce community for his highly regarded Salesforce credentials training. He has helped thousands of Salesforce professionals learn Salesforce, develop their careers, and prepare for certifications.Now, he has written the definitive guide to starting your Salesforce career, and moving up the ladder. From the Back Cover Packed with case studies and advice from people in the trenches of a Salesforce career, The Salesforce Career Playbook will help you: Find job opportunities and showcase your skills so that you land a job...and not just any old job, but the right job that is best suited to your personality, skills, and lifestyle preferences. Sort through the different careers available, and see a day-in-the-life of real Salesforce professionals working in these jobs.Learn insider tips and strategies for developing and growing your career once you have joined the Salesforce ecosystem.Regardless of whether you have a master's degree in information technology or no formal education beyond eighth grade, you can earn a more-than-competitive wage and move up the ladder in a Salesforce-related career, and jobs are available for techies and not-techies alike. Editorial Reviews "I wish I had read The Salesforce Career Playbook six years ago when I did my transition into the Salesforce ecosystem."-Sergey Erlikh, MVP and solution architect "People don't put in enough time thinking about their careers. You can't just work hard and hope everything works out okay. You have to proactively plan your short- and long-term career, which is why I recommend studying Martin's Salesforce Career Playbook!"-David Liu, Salesforce technical architect, Salesforce MVP "I love the advice from all the people already working in Salesforce, from the nuts and bolts of landing the first job to the high-level advice for finding the right trajectory."-Christine Marshall, MVP and Salesforce administrator"Whether you are a newbie, a career-changer, or advancing in your career, this book will help you find and take the next step."-Ben Duncombe, Director and Salesforce recruitment specialist at Talent Hub, a Salesforce recruitment firm "There's much more to being a successful Salesforce professional than simply accumulating Trailhead badges and Salesforce certifications. This book sheds light on some of the other critical elements (and skills) needed for career success."-David Giller, Salesforce Consultant & Trainer, CEO at Brainiate" This book is about finding your home in Salesforce-and not just any home, but the right home. It's about figuring out who you are as a person and making sure you align your career with what you want out of life." -Anna Loughnan, CRM product lead, community group leader, Salesforce MVP "An excellent read for those navigating their Salesforce careers! Packed with tips for positioning yourself and getting hired." -Stuart Smith, Co-founder and director of SaaSpeople, a Salesforce recruitment firm "This book should be required reading for anyone interested in starting or advancing their career in Salesforce." -Vickie Jeffery, Salesforce MVP, technology manager, Ausure, one of Australia's largest insurance broking companies

Download or read book Growth IQ written by Tiffani Bova and published by Penguin. This book was released on 2018-08-14 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: A WALL STREET JOURNAL BESTSELLER Do you know the best way to drive your company's growth? If not, it's time to boost your Growth IQ. Trying to find the one right move that will improve your business's performance can feel overwhelming. But, as you'll discover in Growth IQ, there are just ten simple--but easily misunderstood--paths to growth, and every successful growth strategy can be boiled down to picking the right combination and sequence of these paths for your current context. Tiffani Bova travels around the world helping companies solve their most vexing problem: how to keep growing in the face of stiff competition and a fast-changing business environment. Whether she's presenting to a Fortune 500 board of directors or brainstorming over coffee with a startup founder, Bova cuts through the clutter and confusion that surround growth. Now, she draws on her decades of experience and more than thirty fascinating, in-depth business stories to demonstrate the opportunities--and pitfalls--of each of the ten growth paths, how they work together, and how they apply to business today. You'll see how, for instance: * Red Bull broke Coca-Cola and PepsiCo's stranglehold on the soft drink market by taking the Customer Base Penetration path to establish a foothold with adventure sports junkies and expand into the mainstream. * Marvel transformed itself from a struggling comic book publisher into a global entertainment behemoth by using a Customer and Product Diversification strategy and shifting their focus from comic books to comic book characters in movies. * Starbucks suffered a brand crisis when they overwhelmed their customers with a Product Expansion strategy, and brought back CEO Howard Schultz to course-correct by returning to the Customer Experience path. Through Bova's insightful analyses of these and many other case studies, you'll see why it can be a mistake to imitate strategies that worked for your competitors, or rely on strategies that worked for you in the past. To grow your company with confidence, you first need to grow your Growth IQ.

Download or read book Salesforce Advanced Administrator Certification Guide written by Enrico Murru and published by Packt Publishing Ltd. This book was released on 2019-11-08 with total page 656 pages. Available in PDF, EPUB and Kindle. Book excerpt: Master advanced Salesforce Administration concepts with expert tips, techniques, and mock tests Key FeaturesLearn advanced features to reduce implementation time and enhance your Salesforce administration skillsDevelop the ability to solve critical issues with a proactive approach and deliver the best solutionExplore complex automation with workflows, approvals, process builder, and custom Apex codingBook Description The Salesforce Advanced Administrator certification extends beyond administrator certification, covering advanced platform features and functions such as configuration, automation, security, and customization. Complete with comprehensive coverage of all these topics and exam-oriented questions and mock tests, this Salesforce book will help you earn advanced administrator credentials. You'll start your journey by mastering data access security, monitoring and auditing, and understanding best practices for handling change management and data across organizations. The book then delves into data model management for improving data quality and lets you explore Sales features such as products, schedules, quotes, and forecasting capabilities. As you progress, this book will guide you in working with content management to set up and maintain Salesforce content. You'll also master organizing your files and data using reports and dashboards. Finally, you'll learn how to use a combination of automation tools to solve business problems. By the end of the book, you will have developed the skills required to get your advanced administrator credentials. What you will learnMaster data security to monitor your org effectivelyExplore best practices for handling change management across orgsExtend the capabilities of Salesforce objects using advanced relationships, validation rules, and duplicate managementHandle file libraries with Salesforce CRM contentUnderstand ways to deliver the best solutions with Sales and Service Cloud applicationsBuild reports and dashboards to visualize data for better decision makingCustomize your CRM with process automation featuresWho this book is for If you've already achieved your Salesforce administrator certification, this book will help you prepare for the Salesforce Advanced Administrator certification. You'll also find this guide useful if you are a Salesforce administrator or developer and want to maximize your administration skills with deeper knowledge of advanced Salesforce declarative features. 1-2 years of experience as a Salesforce administrator or developer is enough to help you to get the most out of the book.

Download or read book Salesforce Platform Developer I Certification Guide written by Jan Vandevelde and published by Packt Publishing Ltd. This book was released on 2019-05-24 with total page 533 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build and deploy scalable applications on the Salesforce Lightning Platform using the latest features of Spring '19 Key FeaturesAn end-to end-guide with practice tests to help you achieve the Salesforce Platform Developer certificationDesign data models, user interfaces, and business logic for your custom applicationsUnderstand the complete development life cycle from designing to testingBook Description Salesforce Lightning Platform, used to build enterprise apps, is being increasingly adopted by admins, business analysts, consultants, architects, and especially developers. With this Salesforce certification, you'll be able to enhance your development skills and become a valuable member of your organization. This certification guide is designed to be completely aligned with the official exam study guide for the latest Salesforce Certified Platform Developer I release and includes updates from Spring '19. Starting with Salesforce fundamentals and performing data modeling and management, you’ll progress to automating logic and processes and working on user interfaces with Salesforce components. Finally, you'll learn how to work with testing frameworks, perform debugging, and deploy metadata, and get to grips with useful tips and tricks. Each chapter concludes with sample questions that are commonly found in the exam, and the book wraps up with mock tests to help you prepare for the DEV501 certification exam. By the end of the book, you’ll be ready to take the exam and earn your Salesforce Certified Platform Developer I certification. What you will learnSolve sample questions and mock tests and work with exam patternsGain an understanding of declarative Salesforce tools such as Process Builder, flows, and many moreCode in Salesforce using the Developer Console and IDEsGrasp the basics of object-oriented programmingWrite Apex classes, Visualforce pages, and Apex test classes with easy-to-follow stepsExplore the different deployment tools that you can use to push metadata to different environmentsBuild custom declarative apps and programs on Force.com platformsWho this book is for The Salesforce Platform Developer I Certification Guide is for you if you want to learn how to develop and deploy business logic and user interfaces using the capabilities of the Lightning Platform. No prior knowledge of Apex programming is required.

Download or read book Salesforce Administration And Development Complete Tutorial Part 1 written by Sujay Ganguly and published by . This book was released on 2021-01-30 with total page 122 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book content Salesforce Administration And Development Complete Tutorial, which help you to prepare, IF you start preparing yourself for the Salesforce Administration And Development then this books is best for you, here you can get all details that you need to lean for Salesforce Administrator And Development in step by step. Read all the topics of this books carefully and then do some practice in your free org, you will definitely became a Salesforce Administrator and Development. Also I added one more book link in the last page of this book, where you get most common question that are comes in Salesforce administration interview. Topics of Administration And Development Complete Tutorial Part 1-What is Salesforce-How to Create Object at Salesforce Classic-How to Create Field at Salesforce Classic-How to Make A Field Mandatory at Salesforce-What is Workflow Rule At Salesforce?-How To Create WorkFlow Rule At Salesforce-Field Update Using Workflow Rules At Salesforce-Email Template Salesforce-Text Email Template Salesforce-How Update User-Trigger Update Contact record using trigger when account record is updated -Trigger Upsert Contact record using trigger when account record is updated-Trigger Upsert Contact record using trigger when account record is updated-Undelete Trigger on Case-Various event on which a trigger-Type of Triggers-Context variables in triggers-Trigger Syntax-What is a Trigger?-Order of execution in Triggers-Trigger best practices-What is VisualForce-Visualforce Controllers-Visualforce page that shows Contact details using an Extension controller-Visualforce page that shows Account details using a standard controller-Visualforce Tag-Display your account name using a custom controller and input filed at visaulforce page-Salesforce Marketing Cloud advanced-Lightning Aura Component and Lightning Component-Salesforce Scenario Based Interview Questions And Answers-Freelancing Services At Salesforce

Download or read book Executing Salesforce Projects written by Shamli Nimbaji Nikam and published by BPB Publications. This book was released on 2024-08-14 with total page 161 pages. Available in PDF, EPUB and Kindle. Book excerpt: DESCRIPTION Salesforce, a powerful CRM platform, offers immense potential for businesses but requires skillful project execution to unlock its full value. For Salesforce professionals who want to improve their project management abilities, "Executing Salesforce Projects" is an indispensable reference. Every stage of the Salesforce project implementation process is covered in this comprehensive guide, from setup and planning, to deployment and post-launch optimization. It offers views on best practices for integration, techniques for customization, and successful stakeholder engagement. The book gives readers the tools they need to navigate complicated project issues and maximize the return on their Salesforce investments. It does this by providing step-by-step instructions and practical recommendations for different project phases, including project discovery sessions, development, testing, UAT, preparing for deployment, post-deployment support, training, and process optimizations. This book is perfect for project managers, IT professionals, and business analysts since it explains how to successfully apply theoretical knowledge to real-world situations in the context of any Salesforce project. KEY FEATURES ● Covers all project phases, from requirements to post-deployment support. ● Offers professional advice, insider tips, and strategies for successful Salesforce deployment. ● Useful for students, Salesforce professionals, architects, leads, project managers, and business analysts. WHAT YOU WILL LEARN ● Understand Salesforce project factors and key considerations for project managers. ● Learn foundational Salesforce knowledge, including object formation, relationships, and key terminologies. ● Configure sales and Service Cloud, set project goals, and understand the importance of Salesforce AppExchange. ● Master data migration strategies, quality assurance types, and integration with external systems. ● Develop tailored training approaches, execute deployment plans, and provide post-deployment support. WHO THIS BOOK IS FOR The purpose of this book is to assist architects, business analysts, project leads, and managers of Salesforce projects. This book is a great resource for professionals who are thinking about switching to Salesforce. Professionals or students learning project management techniques can benefit from this book. TABLE OF CONTENTS 1. Introduction to Salesforce 2. Project Planning and Preparation 3. SalesforceConfigurationandCustomization 4. Data Migration and Integration 5. Testing and Quality Assurance 6. User Training and Adoption 7. Deployment and Post-Implementation Case Study: Streamlining Online Subscription Renewal for SaaS Products at Nikam's

Download or read book Salesforce CRM The Definitive Admin Handbook written by Paul Goodey and published by Packt Publishing Ltd. This book was released on 2016-12-21 with total page 635 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Salesforce Platform App Builder Certification Handbook written by Siddhesh Kabe and published by Packt Publishing Ltd. This book was released on 2016-04-26 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Salesforce com For Dummies written by Tom Wong and published by John Wiley & Sons. This book was released on 2010-09-24 with total page 548 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ideal introductory reference on salesforce.com—now fully updated throughout! As the global leader in on-demand customer relationship management (CRM), salesforce.com helps companies all over the world manage their sales, marketing, and customer service and support operations. Written by two salesforce.com insiders, this straightforward introduction clearly explains how to organize contacts, log activities with contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Walks you through the benefits and capabilities of the world’s most popular customer relationship management (CRM) software—salesforce.com Covers the latest enhancements to salesforce.com and explains how to choose the right edition of salesforce.com to suit your business needs Details how to personalize your system, manage accounts, develop contacts, manage activities, track products, calculate forecasts, drive demand, utilize service and support, and more Addresses extending salesforce.com beyond CRM as well as migrating and managing your data Get started solving common sales, marketing, client, and customer service challenges with salesforce.com—and make your business a force to be reckoned with!