CRM
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.
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.
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.
Parth Gajjar, Alexandre Fayolle, Holger Brunn, Daniel...
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.
Dmitri Khanine
Salesforce Industries brings out-of-the-box solutions tailored to specific industries, making it easy for customers to install, configure, and slash their time-to-value. It stands as one of Salesforce's strategic pillars with the number of installations growing rapidly.While customizing the out-of-the-box solutions can pose performance challenges, this book provides a fail-safe system with proven best practices, tools, and precise metrics to enhance performance and scalability for efficient outcomes.Kicking off with an overview of the Salesforce Industries Vlocity platform and OmniStudio, you’ll explore the tools and techniques used to manage code and measure performance. Delving into performance optimization, you’ll uncover methods for improving performance in OmniStudio's Service Layer (Integration Procedures and DataRaptors) and Presentation Layer (OmniScripts and FlexCards). Further, the book will guide you through achieving maximum performance by leveraging best practices in both layers.By the end of this book, you’ll have mastered the intricacies of Salesforce Industries on the Vlocity OmniStudio Platform, enhancing your skills to navigate and optimize tailored solutions effectively.
Lars Malmqvist
While Salesforce is a powerful platform, it is prone to common pitfalls that can result in suboptimal performance, increased costs, and reduced user satisfaction. Known as anti-patterns, these problems can arise from design flaws, poor implementation choices, or a lack of understanding of best practices.Written by a seasoned Salesforce professional and 33-time certified Salesforce Certified Technical Architect, this revised edition will teach you how to identify and avoid common issues, optimize your Salesforce architecture, and ensure successful implementation. This second edition is updated with a comprehensive exploration of Salesforce, along with the addition of the most common Salesforce anti-patterns, providing in-depth analysis and practical solutions. These key learnings will further refine your skills to help you build more robust, scalable, and efficient Salesforce architectures. The chapters offer an expanded coverage of emerging technology trends such as AI and DevOps, updated examples, and additional case studies to ensure that you have the latest information and insights.By the end of this book, you’ll have gained the confidence and expertise needed to design and implement effective Salesforce solutions.
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.