Accelerating Nonprofit Impact with Salesforce. Implement Nonprofit Cloud for efficient and cost-effective operations to drive your nonprofit mission

Melissa Hill Dees

Salesforce Nonprofit Cloud enables a 360-degree view of people related to your nonprofit to connect fundraising, program management, and grantmaking. With a single, unified view of every interaction with constituents, nonprofits can create strong relationships with the community and streamline internal processes.The book starts by covering the tools and features that make up Nonprofit Cloud, helping you understand their standard functionalities and how Nonprofit Success Pack's (NPSP) data architecture is critical to implementation. You’ll learn how the Nonprofit Cloud Program Management Module can connect your programs, automate case management, and track client progress. Next, you’ll explore the tools for creating a change management process to increase user adoption. Moving ahead, you’ll understand how to configure necessary permissions for NPSP administration and explore how declarative tools help better align the goals of a nonprofit organization. Toward the concluding chapters, you’ll cover customizations, deployment, custom reports, and dashboards for fundraising analytics, as well as best practices for data management to maintain its integrity.By the end of this Salesforce book, you’ll be able to build and configure the Nonprofit Cloud for a variety of use cases to achieve maximum social impact with the least amount of technical debt.

Becoming a Salesforce Certified Technical Architect. Prepare for the review board by practicing example-led architectural strategies and best practices

Tameem Bahri

Salesforce Certified Technical Architect (CTA) is the ultimate certification to validate your knowledge and skills when it comes to designing and building high-performance technical solutions on the Salesforce platform. The CTA certificate is granted after successfully passing the CTA review board exam, which tests your platform expertise and soft skills for communicating your solutions and vision.You’ll start with the core concepts that every architect should master, including data lifecycle, integration, and security, and build your aptitude for creating high-level technical solutions. Using real-world examples, you’ll explore essential topics such as selecting systems or components for your solutions, designing scalable and secure Salesforce architecture, and planning the development lifecycle and deployments. Finally, you'll work on two full mock scenarios that simulate the review board exam, helping you learn how to identify requirements, create a draft solution, and combine all the elements together to create an engaging story to present in front of the board or to a client in real life.By the end of this Salesforce book, you’ll have gained the knowledge and skills required to pass the review board exam and implement architectural best practices and strategies in your day-to-day work.

Building Expert Business Solutions with Zoho CRM. An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Dominic Harrington

Zoho CRM is one of the most user-friendly, configurable, and competitively priced CRM systems for managing all your customer relationships. When tailored effectively to your business, it empowers your team to work smarter and helps your business to achieve more profitable and scalable growth. This book will show you how to make the most of Zoho CRM to increase productivity.You’ll start by learning about the foundation modules of Zoho CRM such as Leads, Deals, Contacts, and Accounts, and understand their functionalities that enable you to build effective solutions. Then, you’ll explore innovative workflows that will help you to save time and make sure that your sales teams are proactively managing opportunities and clients. The book also focuses on Zoho Marketplace, as well as how to extend the functionality of Zoho CRM using custom functions. You’ll cover real-world use cases that will inspire you to extend your Zoho adoption by integrating Zoho CRM with other Zoho apps such as Zoho Campaigns, Zoho Forms, Zoho Survey, and SalesIQ. Finally, you’ll discover best practices for adapting and evolving your CRM solutions and maintaining your CRM to achieve continuous improvement.By the end of this CRM book, you’ll have set up a CRM solution that will be fit for the next 10 years of business growth.

Customer Success with Microsoft Dynamics Sure Step. Having invested in Microsoft Dynamics, your enterprise will want to make a success of it, which is where this guide to Sure Step comes in, teaching you how to apply the methodologies to ensure optimum results

Chandru Shankar, Vincent Bellefroid, Nilesh Thakkar

Fundamentals of CRM with Dynamics 365 and Power Platform. Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

Nicolae Tarla

Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience.With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You’ll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you’ll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you’ll delve into core administration concepts that will help you to manage extensions added to the platform.By the end of this book, you’ll have learned how to tailor Microsoft Dynamics 365 to fit your organization’s requirements and tweak the platform to meet your business needs.

Implementing Order to Cash Process in SAP. An end-to-end guide to understanding the OTC process and its integration with SAP CRM, SAP APO, SAP TMS, and SAP LES

Chandrakant Agarwal

Using different SAP systems in an integrated way to gain maximum benefits while running your business is made possible by this book, which covers how to effectively implement SAP Order to Cash Process with SAP Customer Relationship Management (CRM), SAP Advanced Planning and Optimization (APO), SAP Transportation Management System (TMS), SAP Logistics Execution System (LES), and SAP Enterprise Central Component (ECC).You’ll understand the integration of different systems and how to optimize the complete Order to Cash Process with mySAP Business Suite. With the help of this book, you'll learn to implement mySAP Business Suite and understand the shortcomings in your existing SAP ECC environment. As you advance through the chapters, you'll get to grips with master data attributes in different SAP environments and then shift focus to the Order to Cash cycle, including order management in SAP CRM, order fulfillment in SAP APO, transportation planning in SAP TMS, logistics execution in SAP LES, and billing in SAP ECC.By the end of this SAP book, you'll have gained a thorough understanding of how different SAP systems work together with the Order to Cash process.

Infusionsoft Cookbook. Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally

Paul Sokol

Keap Cookbook. Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

Michelle Bell, Lesley Oliver

Say goodbye to feeling overwhelmed by Keap Pro/Max! This guide is your ultimate companion, taking you from the initial setup to daily usage and routine maintenance, showing you how to leverage the system’s features for business success. We start by building a solid foundation for Keap Pro/Max, guiding you through the setup and helping you navigate the features with ease. As you progress, you'll uncover advanced strategies and tricks that will elevate your business.Imagine managing your customer relationships effortlessly, delighting them at every step. Learn how to organize your contacts, track sales, and enhance the customer experience. Say goodbye to manual tasks and hello to efficiency by automating your marketing campaigns. You'll target your audience with precision and create personalized customer journeys.Need to generate leads? This book reveals proven techniques to attract, capture, and nurture leads effectively. You'll master campaign management, ensuring every step is seamlessly executed for maximum conversions.By the end of this book, you’ll be a Keap Pro/Max wiz, ready to dominate your niche and scale your business using the power of automation to supercharge your marketing efforts and achieve workflow mastery.

Learning Salesforce Visual Workflow. Click your way to automating your various business processes using Salesforce Visual Workflow

Rakesh Gupta

Mastering Apex Programming. A Salesforce developer's guide to learn advanced techniques and programming best practices for building robust and scalable enterprise-grade applications - Second Edition

Paul Battisson

Applications built on the Salesforce platform are now a key part of many organizations' IT systems, with more complex and integrated solutions being delivered every day. As a Salesforce developer working with Apex, it is important to understand the range and variety of tools at your disposal, how and when to use them, and what the best practices are.This revised second edition includes a complete restructuring and five new chapters filled with detailed content on the latest Salesforce innovations including integrating with DataWeave in Apex, and utilizing Flow and Apex together to build scalable applications with Administrators.This Salesforce book starts with a discussion around common mistakes, debugging, exception handling, and testing. The second section focuses on the different asynchronous Apex programming options to help you build more scalable applications, before the third section focuses on integrations, including working with platform events and developing custom Apex REST web services. Finally, the book finishes with a section dedicated to profiling and improving the performance of your Apex including architecture. With code examples used to facilitate discussion throughout, by the end of the book you will be able to develop robust and scalable applications in Apex with confidence.

Microsoft Azure Development Cookbook. Over 70 advanced recipes for developing scalable services with the Microsoft Azure platform

Roberto Freato, Neil Mackenzie

MuleSoft Platform Architect's Guide. A practical guide to using Anypoint Platform's capabilities to architect, deliver, and operate APIs

Jitendra Bafna, Jim Andrews

We’re living in the era of digital transformation, where organizations rely on APIs to enable innovation within the business and IT teams are asked to continue doing more with less. As such, this book will help you deliver a robust, secure, and flexible enterprise API platform, supporting any required business outcome. You’ll begin by understanding Anypoint Platform’s architecture and its capabilities for a modern integration approach. Then, you’ll learn how to align business outcomes with functional requirements and how non-functional requirements influence the shape of the architecture. You’ll also explore how Catalyst and Accelerators can be leveraged successfully, enabling efficient development cycles. As you progress, you’ll become familiar with hassle-free deployment and hosting APIs in CloudHub 1.0/2.0, Runtime Fabric Manager, and a hybrid customer-hosted environment. You’ll discover advanced operating and monitoring techniques with API Manager and Anypoint Monitoring. The concluding chapters will offer guidance and best practices on how to tackle complex topics, which will also be useful in helping you pass the challenging MuleSoft Certified Platform Architect exam. By the end of this book, you’ll understand Anypoint Platform’s capabilities and be able to architect solutions that deliver the desired business outcomes.

NetSuite for Consultants. A handbook for ERP and CRM consultants to implement NetSuite 2021 quickly and easily

Peter Ries

NetSuite For Consultants takes a hands-on approach to help ERP and CRM consultants implement NetSuite quickly and efficiently, as well deepen their understanding of its implementation methodology.During the course of this book, you’ll get a clear picture of what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem.Understanding what a business needs is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you’ll be able to apply your knowledge to configure accounts and test everything with the users. You’ll also learn how to manage both functional and technical issues that arise post-implementation and handle them like a professional.By the end of this book, you'll have gained the necessary skills and knowledge to implement NetSuite for businesses and get things up and running in the shortest possible time.

Odoo 11 Development Essentials. Develop and customize business applications with Odoo 11 - Third Edition

Daniel Reis

Odoo continues to gain worldwide momentum as the best platform for open source ERP installations. Now, with Odoo 11, you have access to an improved GUI, performance optimization, integrated in-app purchase features, and a fast-growing community to help transform and modernize your business. With this practical guide, you will cover all the new features that Odoo 11 has to offer to build and customize business applications, focusing on the publicly available community edition.We begin with setting up a development environment, and as you make your way through the chapters, you will learn to build feature-rich business applications. With the aim of jump-starting your Odoo proficiency level, from no specific knowledge to application development readiness, you will develop your first Odoo application. We then move on to topics such as models and views, and understand how to use server APIs to add business logic, helping to lay a solid foundation for advanced topics.The book concludes with Odoo interactions and how to use the Odoo API from other programs, all of which will enable you to efficiently integrate applications with other external systems.

Odoo 12 Development Essentials. Fast-track your Odoo development skills to build powerful business applications - Fourth Edition

Daniel Reis

Odoo is one of the best platforms for open source ERP and CRM. Its latest version, Odoo 12, brings with it new features and updates in Python packages to develop more customizable applications with additional cloud capabilities.The book begins by covering the development essentials for building business applications. You will start your journey by learning how to install and configure Odoo, and then transition from having no specific knowledge of Odoo to being ready for application development. You will develop your first Odoo application and understand topics such as models and views. Odoo 12 Development Essentials will also guide you in using server APIs to add business logic, helping you lay a solid foundation for advanced topics. As you progress through the chapters, you will be equipped to build and customize your applications and explore the new features in Odoo 12, such as cloud integration, to scale your business applications. You will get insights into building business logic and integrating various APIs into your application.By the end of the book, you will be able to build a business application from scratch by using the latest version of Odoo.

Odoo 14 Development Cookbook. Rapidly build, customize, and manage secure and efficient business apps using Odoo's latest features - Fourth Edition

Parth Gajjar, Alexandre Fayolle, Holger Brunn, Daniel Reis

With its latest iteration, the powerful Odoo framework released a wide variety of features for rapid application development. This updated Odoo development cookbook will help you explore the new features in Odoo 14 and learn how to use them to develop Odoo applications from scratch. You'll learn about the new website concepts in Odoo 14 and get a glimpse of Odoo's new web-client framework, the Odoo Web Library (OWL).Once you've completed the installation, you'll begin to explore the Odoo framework with real-world examples. You'll then create a new Odoo module from the ground up and progress to advanced framework concepts. You'll also learn how to modify existing applications, including Point of Sale (POS) applications. This book isn't just limited to backend development; you'll discover advanced JavaScript recipes for creating new views and widgets. As you progress, you'll learn about website development and become a quality Odoo developer by studying performance optimization, debugging, and automated testing. Finally, you'll delve into advanced concepts such as multi-website, In-App Purchasing (IAP), Odoo.sh, the IoT Box, and security.By the end of the book, you'll have all the knowledge you need to build impressive Odoo applications and you'll be well versed in development best practices that will come in handy when working with the Odoo framework.

Oracle Siebel CRM 8 Developer's Handbook. Configure, Automate, and Extend Siebel CRM applications with this Oracle book and

Alexander Hansal

Salesforce B2C Solution Architect's Handbook. Design scalable and cohesive business-to-consumer experiences with Salesforce Customer 360

Mike King

There’s a huge demand on the market for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform and leverage data into actionable insights. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. While this book will help you prepare for the B2C Solution Architect exam, its true value lies in setting you up for success afterwards.The first few chapters will help you develop a solid understanding of the capabilities of each component in the Customer 360 ecosystem, their data models, and governance.As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond.Once you’ve mastered the core knowledge, you'll also learn about tools, techniques, and certification scenarios in preparation for the B2C Solution Architect exam.By the end of this book, you’ll have the skills to design scalable, secure, and future-proof solutions supporting critical business demands.

Salesforce B2C Solution Architect's Handbook. Leverage Salesforce to create scalable and cohesive business-to-consumer experiences - Second Edition

Mike King, Melissa Murphy

In today’s competitive landscape, the ability to create a unified view of the customer and turn data into actionable insights is a game-changer for businesses. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. The book will guide you through the tools, techniques, and scenarios needed to confidently tackle the B2C Solution Architect exam. You’ll start by building a robust understanding of each component within the Customer 360 ecosystem, diving into their capabilities, data models, and governance structures. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. By the end of this journey, you’ll not only be prepared to ace the exam but also to excel as a Salesforce B2C Solution Architect, ready to shape the future of customer engagement.

Salesforce CRM - The Definitive Admin Handbook. Build, configure, and customize Salesforce CRM and mobile solutions - Fifth Edition

Paul Goodey

Salesforce’s winter ’19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform.This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You’ll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it’ll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you’ll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You’ll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience.By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM.

Salesforce Essentials for Administrators. Discover the administration fundamentals and challenges of Salesforce CRM

Mohith Shrivastava, Mohit Shrivatsava

Salesforce for Beginners. A step-by-step guide to creating, managing, and automating sales and marketing processes

Sharif Shaalan

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.

Salesforce Reporting and Dashboards. Master the art of building successful reports and dashboards with this comprehensive guide

Johan Yu

Salesforce.com Customization Handbook. Customize Salesforce to automate your business requirements

Rakesh Gupta, Sagar Pareek