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Salesforce Developer I Certification: Learn the Basics of Apex, Lightning Web Components, and Flow (Certification Study Companion Series)
by Konstantin KapitanovThis book is a comprehensive learning guide tailored for professionals who primarily work as non-coders within the Salesforce ecosystem. By providing clear and practical insights, it serves as a roadmap to inspire individuals, regardless of their coding background, to embark on a systematic journey towards acquiring programming skills while navigating the Salesforce platform. This understanding of programming fundamentals is not only valuable for professional growth but also to cover exam preparation for certification as a Salesforce Developer I. Because it includes materials and practical code examples specifically tailored to the exam preparation. In addition the book equips readers with the practical knowledge and confidence to leverage potential of Salesforce's capabilities.This book covers a range of important topics, including Salesforce platform fundamentals and architecture, automatization tools, Apex as a programming language with code examples like triggers, methods, SOQL, SOSL, testing, Lightning web components, deployment tools, and various other subjects, including declarative programming methods by using Flow. Many of these topics are interconnected with relevant code examples or explanations tailored for the Developer I exam as well.Due to retirement and replacement of Workflow and Process Builder with Flow as a more universally applicable declarative tool in recent releases, it is essential to offer an integrated understanding of this context in relation to Apex programmatic methods. It helps for a better understanding of choosing the right methods and tools in certain use cases. Additionally, it's important to provide code examples and explain the structure to help beginners grasp the new Lightning Web Components (LWC) framework as a separate part from the classic Apex methodology.What you will learnValuable insights into Salesforce Apex programming and Lightning Web Components in a straightforward and structured manner.Detailed explanations alongside numerous code examples tailored for non-coders.Salesforce platform fundamentals, the structure of Apex and Lightning Components, and declarative programming, alongside an overview of the capabilities provided by native Salesforce and additional tools. Who This Book is for:Based on estimates, Salesforce Developer Edition (available for free) has a user base of approximately three million individuals. This diverse group includes not only developers but also a significant number ofother users, such as certified Salesforce professionals who do not code. Included are administrators, consultants, marketers, and more. This audience is typically interested in various resources for preparing for the Developer I certification exam. Further, a substantial portion of additional user group comprises individuals who may not currently be assignedto Developer Edition but actively engaged with another Salesforce clouds and seeking additionalguidance and information.
Salesforce End-to-End Implementation Handbook: A practitioner's guide for setting up programs and projects to deliver superior business outcomes
by Kristian Margaryan JorgensenPacked with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programsKey FeaturesExplore the end-to-end Salesforce implementation lifecycle with templates and practical examplesDiscover common issues and strategies for mitigation and preventionWork with checklists to assess the state of your Salesforce implementation in each phasePurchase of the print or Kindle book includes a free PDF eBookBook DescriptionWith 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 learnDiscover the critical activities in Salesforce implementationAddress common issues faced in implementing SalesforceExplore appropriate delivery methodologyUnderstand the importance of a change management strategyGovern Salesforce implementation through all its phasesGain insights on key activities in the continuous improvement phaseLeverage customer 360 for analytics, AI and automationWho this book is forThis 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 End-to-End Implementation Handbook: A practitioner's guide for setting up programs and projects to deliver superior business outcomes
by Kristian Margaryan JørgensenPacked with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programsKey FeaturesExplore the end-to-end Salesforce implementation lifecycle with templates and practical examplesDiscover common issues and strategies for mitigation and preventionWork with checklists to assess the state of your Salesforce implementation in each phasePurchase of the print or Kindle book includes a free PDF eBookBook DescriptionWith 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 learnDiscover the critical activities in Salesforce implementationAddress common issues faced in implementing SalesforceExplore appropriate delivery methodologyUnderstand the importance of a change management strategyGovern Salesforce implementation through all its phasesGain insights on key activities in the continuous improvement phaseLeverage customer 360 for analytics, AI and automationWho this book is forThis 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 Essentials for Administrators
by Mohith ShrivastavaThis 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 Field Service: A Beginner’s Guide to Creating, Managing, and Automating Field Service
by Saiteja ChatratiSalesforce Field Service (formerly Field Service Lightning) connects customers, workforce, and products on a single platform to deliver exceptional on-site services. This book guides Field Service enthusiasts in creating, managing, and automating support with use cases and real-time examples.You will learn Salesforce Field Service which will help you better manage your customers, internal users, and field technicians. As you advance, you’ll learn the whole end-to-end life cycle of creating work orders, associating service appointments to work orders, scheduling and dispatching service appointments to field technicians, and completing the work orders.By the end of this book, you’ll be able to implement, test and deploy Salesforce Field Service for both Desktop and Mobile apps.What you’ll learn· Basics of Field Service· Field Service objects and data model· Field Service scheduling and optimization· Configuring Salesforce Field Service· Managing Salesforce Field Service capabilities· Configuring and using the Field Service Mobile App· Deploying and testing Salesforce Field Service· Salesforce Field Service KPIs and ReportingWho This Book Is forThis book is for Salesforce admins, developers, and consultants who are looking to learn and implement Salesforce Field Service. A basic understanding of Salesforce is assumed. Coding or programming experience is not required.
Salesforce For Dummies
by Liz Kao Jon PazYour easy-to-follow guide to the world’s leading cloud-based CRM software Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster. Get started with configuring Salesforce and set up the apps that your business needs Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes Find new ways to improve productivity and reduce administration timeSalesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world’s top CRM.
Salesforce Lightning Cookbook: Build modern enterprise apps using the new Lightning Design System, App Builder, and Components
by Syed Chand ShahOver 25 recipes to help you design and test informative applications on the Salesforce Lightning platformKey FeaturesLearn Salesforce Lightning concepts from scratch.Build scalable enterprise apps with Salesforce design guidelines and the CSS frameworkUse Visualforce to build custom user interfaces for mobile and web appsBook DescriptionThe 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 learnEnable and configure a Lightning solutionCreate standard Lightning solutions and build a basic page layoutAdd custom components to your Lightning pagesBuild and migrate reports and dashboardsIntegrate Lightning pages with Visualforce to enhance performanceAdd stunning custom designs and styling with Lightning Design SystemWho this book is forThis 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.
Salesforce Lightning Platform Enterprise Architecture: Architect and deliver packaged applications that cater to enterprise business needs, 3rd Edition
by Andrew FawcettA comprehensive guide filled with best practices and tailor-made examples - a must-read for all Lightning Platform architects! Key Features Use the Lightning Platform to build integrated, scalable, and robust apps focused on enterprise-level customer demands Use the Lightning Component framework to deliver modern and responsive user experiences targeting multiple devices through Lightning Experience and Salesforce Mobile Extend your application with access to external services and AI Book Description Salesforce Lightning provides a secure and scalable platform to build, deploy, customize, and upgrade applications. This book will take you through the architecture of building an application on the Lightning platform to help you understand its features and best practices, and ensure that your app keeps up with your customers' increasing needs as well as the innovations on the platform. This book guides you in working with the popular aPaaS offering from Salesforce, the Lightning Platform. You'll see how to build and ship enterprise-grade apps that not only leverage the platform's many productivity features, but also prepare your app to harness its extensibility and customization capabilities. You'll even get to grips with advanced application architectural design patterns such as Separation of Concerns, Unit Testing and Dependency Integration. You will learn to use Apex and JavaScript with Lightning Web Components, Platform Events, among others, with the help of a sample app illustrating patterns that will ensure your own applications endure and evolve with the platform. Finally, you will become familiar with using Salesforce DX to develop, publish, and monitor a sample app and experience standard application life cycle processes along with tools such as Jenkins to implement CI/CD. By the end of this book, you will have learned how to develop effective business apps and be ready to explore innovative ways to meet customer demands. What you will learn Create and deploy AppExchange packages and manage upgrades Understand Enterprise Application Architecture patterns Customize mobile and desktop user experience with Lightning Web Components Manage large data volumes with asynchronous processing and big data strategies Implement Source Control and Continuous Integration Add AI to your application with Einstein Use Lightning External Services to integrate external code and data with your Lightning Application Who this book is for This book is for Lightning platform developers who want to discover the true potential of the platform to develop complex scalable applications for use in enterprise businesses.
Salesforce Lightning Reporting and Dashboards
by Johan YuLearn how to build advanced reports and dashboards in Salesforce Lightning experience About This Book • Visualize and create advanced reports and dashboards using Lightning Experience • Improve overall business efficiency with advanced and effective reports and dashboards • Understand and create custom reports and dashboards Who This Book Is For This book is targeted at Salesforce.com administrators, business analysts, and managers who use Salesforce.com for their daily job and want to learn in depth about Salesforce Reporting and Dashboard in Lightning Experience. Readers should have a basic knowledge of Salesforce, such as: Accounts, Contacts, Leads, Opportunities and custom objects. What You Will Learn • Navigate in Salesforce.com within the Lightning Experience user interface • Secure and share your reports and dashboards with other users • Create, manage, and maintain reports using Report Builder • Learn how the report type can affect the report generated • Explore the report and dashboard folder and the sharing model • Create reports with multiple formats and custom report types • Explore various dashboard features in Lightning Experience • Use Salesforce1, including accessing reports and dashboards In Detail Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app. Style and approach This comprehensive guide covers the advanced features of the all new Salesforce Lightning concepts and communicates them through a practical approach to explore the underlying concepts of how, when, and why to use them.
Salesforce Marketing Cloud For Dummies
by Chester Bullock Mark PollardSalesforce Marketing Cloud: Take your digital marketing on a journey! Everything seems to be moving to the cloud these days—and digital marketing is no exception! Salesforce Marketing Cloud For Dummies guides you through the use of Salesforce's exciting suite of cloud-based digital marketing solutions, which have the power to help you plan, personalize, and optimize your customers' journey. Written by a leader of the Salesforce training and development team, Salesforce Marketing Cloud users will find essential information on using the suite of tools and tips and tricks that only an insider would be able to share. With easy-to-follow instructions, this guide helps you discover how to incorporate your data sets into the tools to create models, campaigns, and customer maps that enable you to create a positive experience for your customers. As Salesforce.com's multi-channel digital marketing platform, the Salesforce Marketing Cloud focuses on helping you manage one-on-one customer journeys. Leveraging a variety of features, this suite of tools offers email marketing, mobile marketing, social media marketing, content and messaging, predictive intelligence, and more. Your ability to navigate these features and functions will determine your digital marketing campaign's success, so it's critical that you make the most of this tool! Navigate and manage the Salesforce Marketing Cloud Define and understand your customers' journeys—and how you fit into them Engage your customers across devices, ensuring consistent communication Use predictive data to optimize engagement Salesforce Marketing Cloud For Dummies helps you make the most of your investment in the digital marketing world!
Salesforce Platform App Builder Certification Companion: Mastering the Essentials for Exam Success and Beyond (Certification Study Companion Series)
by Rakesh GuptaSalesforce Platform App Builder Certification, second edition is a comprehensive guide for budding and intermediate developers aiming to deepen their understanding of Salesforce. This book will start with the basics of Salesforce, shedding light on the limitations of its declarative platform and guiding readers on when to choose programmatic development or explore App Exchange solutions. The journey through the book will then delve into various configurations like data management and analytics, segueing into how to customize the application's appearance and functionality at an organizational level. Subsequent chapters will explore enterprise sandbox design patterns, process automation tools within Salesforce, and their appropriate applications. Finally, the book will tackle designing mobile-compatible applications and delve into Salesforce reporting. This book's uniqueness lies in its focus on a niche yet crucial area of Salesforce, a domain where existing literature is sparse and formal training can be prohibitively expensive. By incorporating real-world examples, practical exercises, and multiple-choice questions, this guide will equip readers for the Platform App Builder certification, offering a comprehensive and efficient preparation tool. This second edition of the book is especially timely, as it updates content to reflect the latest developments and features in Salesforce. What You Will Learn Gain expertise in designing, constructing, and launching tailor-made applications utilizing the Force.com platform's declarative customization features 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. Gain skills in creating data models, managing security, and automating business logic. Prepare for the Platform App Builder exam. Learn and understand the latest Salesforce interface, the Lightning Experience.
Salesforce Platform App Builder Certification Guide
by Paul GoodeyThis Salesforce book is for aspiring developers who want to learn how to build apps on the Salesforce Platform or pass the Salesforce Platform App Builder certification exam. Salesforce administrators who are looking to learn Salesforce development skills to build apps will also find this book useful.
Salesforce Platform App Builder Certification: A Practical Study Guide
by Rakesh GuptaNew 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 AppExchangeUnderstand the Salesforce data model, field type (when to use which fields), and how and when to use an external object in SalesforceBe familiar with security and settings in SalesforceSee how easily users can migrate to the Lightning experience from the classic platformImplement business process automation using declarative featuresApply the automation process in SalesforceUtilize Process Builder and manage its power to automate business processesUse 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 Platform Developer I Certification Guide: Expert tips, techniques, and mock tests for the Platform Developer I (DEV501) certification exam
by Jan Vandevelde Gunther RoskamsBuild and deploy scalable applications on the Salesforce Lightning Platform using the latest features of Spring '19Key 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 DescriptionSalesforce 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 forThe 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.
Salesforce Platform Enterprise Architecture: A must-read guide to help you architect and deliver packaged applications for enterprise needs, 4th Edition
by Andrew Fawcett Daniel J. PeterDeliver impressive enterprise-grade applications using the Salesforce Platform with the help of established architectural patterns and best developer practices.Key FeaturesUse the latest capabilities of the Salesforce Platform to code robust apps and web experiences, with an extended focus on Lightning Web ComponentsBranch out to Java, Node.js, and other languages with a new chapter exploring app development capabilities using Heroku and FunctionsExtend your application with access to external services following new coverage of OpenAPI enabled API servicesBook DescriptionSalesforce makes architecting enterprise grade applications easy and secure – but you'll need guidance to leverage its full capabilities and deliver top-notch products for your customers. This fourth edition brings practical guidance to the table, taking you on a journey through building and shipping enterprise-grade apps. This guide will teach you advanced application architectural design patterns such as separation of concerns, unit testing, and dependency injection. You'll also get to grips with Apex and fflib, create scalable services with Java, Node.js, and other languages using Salesforce Functions and Heroku, and find new ways to test Lightning UIs. These key topics, alongside a new chapter on exploring asynchronous processing features, are unique to this edition. You'll also benefit from an extensive case study based on how the Salesforce Platform delivers solutions. By the end of this Salesforce book, whether you are looking to publish the next amazing application on AppExchange or build packaged applications for your organization, you will be prepared with the latest innovations on the platform.What you will learnCreate and deploy packaged apps for your own business or for AppExchangeUnderstand Enterprise Application Architecture patternsCustomize the mobile and desktop user experience with Lightning Web ComponentsManage large data volumes with asynchronous processing and big data strategiesLearn how to go beyond the Apex language, and utilize Java and Node.js to scale your skills and code with Heroku and Salesforce FunctionsTest and optimize Salesforce Lightning UIsUse Connected Apps, External Services, and Objects along with AWS integration tools to access off platform code and data with your applicationWho this book is forIf you are a Salesforce developer who wants to unlock the true potential of the Salesforce platform and deliver complex, scalable applications within your company or for use in large enterprises you target through AppExchange, then you have come to the right place. You will need a solid foundation of Salesforce development to dive into this book – it is here to elevate your skills, not teach you the basics.
Salesforce Platform Governance Method: A Guide to Governing Changes, Development, and Enhancements on the Salesforce Platform
by Lee Harding Lee BaylissAccelerate your Salesforce implementation to provide benefits to your business more rapidly while maintaining control and improving quality.Salesforce has become one of the most influential business tools in our modern age. What started as the world's most comprehensive customer relationship management (CRM) system available in the market place has now morphed over the years into an ecosystem of tools and services that enable you to run your entire business platform. This book gives you a method (a set of governance processes) that provides a complete view of how to govern and manage any Salesforce implementation. It breaks the architectural components of the Salesforce platform into manageable sections, allowing you to navigate and understand how to govern your Salesforce implementation in a consistent manner with an approach that is structured, repeatable, and clearly defined. Salesforce Platform Governance Method is divided into nine distinct phases which have been chosen based on how the Salesforce platform is architected. This is relevant today because every organization that implements Salesforce will face the same issues around governance, integration, development, and security and the majority of organizations will find, through trial and error, a solution to govern these components. This book will help Salesforce professionals and enterprise organizations as well as small and mid-sized businesses (SMBs) navigate these topics and ultimately have a successful and fully integrated, secure Salesforce implementation. What You Will Learn Govern the application architecture on the Salesforce platform, including general architecture, localization and global deployments, workflow and process, formulas and files, and socialGovern the data architecture, including design and data optimization, performance, predictive and actual data volumes, and data movementGovern the identity and access management aspects of the application and Salesforce platformGovern the low-level platform capabilities delivered through Lightning, Visualforce, and ApexHandle community implementations that bring specific features into the Salesforce platform for consideration and governanceCreate checklists for the governance steps, laid out in the method, and for any tooling recommendations that can help simplify the process of governance Who This Book Is ForPeople responsible for maintaining a Salesforce SaaS instance or developing changes for that Salesforce instance. Readers should have a basic understanding of the Salesforce platform and a desire to introduce a level of control around the changes being made, reduce issues on their Salesforce instance, and improve quality while increasing the throughput of changes they want to introduce into the platform.
Salesforce Process Builder Quick Start Guide: Build complex workflows by clicking, not coding
by Rakesh GuptaClick your way to automating business processes with Salesforce Visual WorkflowKey FeaturesCreate and maintain complex business processes using Process builderDiscover how to debug and deploy Flow and Process BuilderUse new or existing Flows to work with Salesforce Lightning ExperienceBook DescriptionSalesforce Management System is an information system used in CRM to automate business processes, such as sales and marketing. Process Builder is a visual tool created to automate business processes in Salesforce. It enables users with no coding expertise to build complex Salesforce workflows.The book starts with an introduction to Process Builder, focussing on the building blocks of creating Processes. Then you will learn about different applications of Process Builder for developing streamlined solutions. You will learn how to easily automate business processes and tackle complex business scenarios using Processes. The book explains the workings of the Process Builder so that you can create reusable processes. It also explains how you can migrate existing Workflow Rules to Process Builder.By the end of the book, you will have a clear understanding of how to use Flows and Process Builder to optimize code usage.What you will learnDevelop an application using point and click with the help of Process BuilderBypass Processes for specific usersUnderstand the concepts of reusable processesHandle complex business processes using Process Builder and keep them cleanWork with formulae in Process Builder to minimize the code requiredCreate a process with no criteria so as to minimize the amount of reworkOvercome Salesforce's known limitation in terms of referencing picklist valuesWho this book is forThis book is for people who want to use Process Builder to automate their business requirements by clicking, not coding. A basic understanding of Salesforce is required, but not extensive programming knowledge.
Salesforce Reporting and Dashboards
by Johan YuThis 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.
Salesforce for Beginners: A step-by-step guide to creating, managing, and automating sales and marketing processes
by Sharif ShaalanGet a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key Features Understand how to use core Salesforce objects for maximum efficiency Build various dashboards and reports to analyze results and improve visibility in your business processes Learn the basics of Salesforce administration and mobile app set up Book 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 learn Understand the difference between Salesforce Lightning and Salesforce Classic Create and manage leads in Salesforce Explore business development with accounts and contacts in Salesforce Find out how stages and sales processes help you manage your opportunity pipeline Achieve marketing goals using Salesforce campaigns Perform business analysis using reports and dashboards Gain a high-level overview of the items in the administration section Grasp the different aspects needed to build an effective and flexible Salesforce security model Who 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.
Salesforce for Beginners: A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform, 2nd Edition
by Sharif Shaalan Timothy RoyerLearn how to leverage the Salesforce platform for sales, service, marketing, and automating business activities from a 360-degree perspective.Purchase of the print or Kindle book includes a free eBook in the PDF format.Key FeaturesEnhanced with reader feedback and updated with the latest UI for efficient learningLearn how to use Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platformBecome familiar with the basics of Salesforce administration and mobile app setupBook DescriptionSalesforce 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 investmentThis book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administratorBy the end of the book, you will know how to manipulate Salesforce to achieve your business goalsWhat you will learnExplore business development with leads, 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 dashboardsPractice automating business processes with Salesforce FlowGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective Salesforce security modelWho this book is forIf you are new to Salesforce and want to learn it from scratch, an administrator looking to build your Salesforce skills, or a student looking to start a career in Salesforce, this book is for you. No prior knowledge of the Salesforce is required to get started with this book
Salesforce.com Customization Handbook
by Rakesh Gupta Sagar PareekIf 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.com For Dummies
by Matt Kaufman Tom Wong Liz KaoYour fun and easy introduction to Salesforce.com and its latest toolsThe 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 needsWritten by Salesforce.com insiders with years of expertise in CRM servicesDetails 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 moreClose deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.
Salesforce.com Lightning Process Builder and Visual Workflow
by Jonathan KeelLearn 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.
Salt Cookbook
by Anirban SahaIf you are a professional associated with system and infrastructure management, looking at automated infrastructure and deployments, then this book is for you. No prior experience of Salt is required.
Salt Essentials: Getting Started with Automation at Scale
by Thomas Hatch Craig SebenikGet a complete introduction to Salt, the widely used Python-based configuration management and remote execution tool. This practical guide not only shows system administrators how to manage complex infrastructures with Salt, but also teaches developers how to use Salt to deploy and manage their applications.Written by two Salt experts, this book provides the information you need to deploy Salt in a production infrastructure right away. You’ll also learn how to customize Salt and use salt-cloud to manage your virtualization. If you have experience with Linux and data formats such as JSON or XML, you’re ready to get started.Understand what Salt can do, and get a high-level overview of basic commandsLearn how execution modules let you interact with many systems at onceUse states to define how you want a host or a set of hosts to lookDive into grains and pillars, Salt’s basic data elementsControl your infrastructure programmatically by extending Salt Master’s functionalityExtend Salt with custom modules, the Jinja templating language, and Python scripts