Informatyka
Kristian Margaryan Jorgensen, Tameem Bahri
With 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.
Kristian Margaryan Jorgensen, Tameem Bahri
With 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.
Sharif Shaalan, Timothy Royer
The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you.Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge.Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more.In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Andrew Fawcett, Wade Wegner
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.
Johan Yu
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.
Johan Yu
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.
Paul Goodey
Do you want to be able to confidently design and build apps that support business processes within the Lightning Platform? Salesforce Platform App Builder Certification Guide not only helps you to do this, but also prepares you for the certification exam.The book starts by describing the core capabilities of the Lightning Platform. You'll learn techniques for data modeling to design, build, and deploy apps without writing code and achieve rapid results with the declarative capabilities that the Lightning Platform provides. Next, you'll explore utilities for importing and exporting data and the features available in the Lightning Platform to restrict and extend access to objects, fields, and records. You'll also be able to customize the Salesforce Lightning Experience user interface (UI) and build functionality for custom buttons, links, and actions. Later, this certification study guide will take you through reporting and the social and mobile features of the Lightning Platform. Finally, you’ll get to grips with Salesforce build environments and deployment options.By the end of this Salesforce book, you'll not only have learned how to build data models, enforce data security, and implement business logic and process automation, but also have gained the confidence to pass the Platform App Builder exam and achieve Salesforce certification.
Siddhesh Kabe
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.
Andrew Fawcett, Daniel J. Peter
Salesforce 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.
Kerry Townsend
Salesforce Sales Cloud is a system rich in functionality, addressing many sales business challenges such as sales productivity, forecast visibility, and sales enablement. However, unlocking the full value of the system and getting maximum returns pose a challenge, especially if you’re new to the technology.This implementation handbook goes beyond mere configuration to ensure a successful implementation journey. From laying the groundwork for your project to engaging stakeholders with sales-specific business insights, this book equips you with the knowledge you need to plan and execute.As you progress, you’ll learn how to design a robust data model to support the sales and lead generation process, followed by crafting an intuitive user experience to drive productivity. You’ll then explore crucial post-building aspects such as testing, training, and releasing functionality. Finally, you’ll discover how the solutions’ capability can be expanded by adding and integrating other tools to address typical sales use cases.By the end of this book, you’ll have grasped how to leverage Sales Cloud to solve sales challenges and have gained the confidence to design and implement solutions successfully with the help of real-world use cases.