Видавець: Packt Publishing
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.
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.
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.
Jan Vandevelde, Gunther Roskams
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.
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.
Salesforce Process Builder Quick Start Guide. Build complex workflows by clicking, not coding
Rakesh Gupta
Salesforce 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.
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.
Salesforce.com Customization Handbook. Customize Salesforce to automate your business requirements
Rakesh Gupta, Sagar Pareek
Rehan Zaidi
ABAP (Advanced Business Application Programming) is SAP's proprietary 4th Generation Language (4GL). SAP core is written almost entirely in ABAP.ABAP is a high level programming language used in SAP for development and other customization processes.SAP ABAP Advanced Cookbookù covers advanced SAP programming applications with ABAP. It teaches you to enhance SAP applications by developing custom reports and interfaces with ABAP programming. This cookbook has quick and advanced real world recipes for programming ABAP.It begins with the applications of ABAP Objects and ALV tips and tricks. It then covers Design Patterns and Dynamic Programming in detail.You will also learn the usage of quality improvement tools such as transaction SAT, SQL Trace, and the Code Inspector.Simple transformations and its application in Excel Downloading will also be discussed, as well as the newest topics of Adobe Interactive Forms and the consumption and creation of Web services. The book comes to an end by covering advanced usage of Web Dynpro for ABAP and the latest advancement in Floorplan Manager.
Vinay Singh
The SAP BusinessObjects Business Intelligence platform is a powerful reporting and analysis tool. This book is the ideal introduction to the SAP BusinessObjects Business Intelligence platform, introducing you to its data visualization, visual analytics, reporting, and dashboarding capabilities.The book starts with an overview of the BI platform and various data sources for reporting. Then, we move on to looking at data visualization, analysis, reporting, and analytics using BusinessObjects Business Intelligence tools. You will learn about the features associated with reporting, scheduling, and distribution and learn how to deploy the platform. Toward the end, you will learn about the strategies and factors that should be considered during deployment.By the end, you will be confident working with the SAP BusinessObjects Business Intelligence platform to deliver better insights for more effective decision making.
Wolfgang Niefert
SAP Business ONE brings the power of the SAP ERP platform to small and mid-size companies. It offers fast-growing companies the same ERP capabilities used in world-wide conglomerates and major corporations. SAP Business ONE is powerful, and to fully harness it takes careful planning.This book will provide you with a guide to install and implement SAP B1 in your business. It starts with the basic tasks of installing and configuring, but moves at a fast pace and goes on to cover topics such as advanced CRM, e-commerce, and modern Distribution Center configurations for inventory optimization and Warehouse Management.The book is divided into two main sections. The case study starts out in section one with an ad-hoc implementation of a simple Lemonade Stand business. This section is focused on getting SAP B1 up and running quickly. In the second section the Ad-Hoc Implementation is taken to the next level , and we professionally expand this idea and develop a Beverage Distribution Center with outsourced production. This includes advanced inventory optimization. The workflow is optimized using existing functionality and also using Add-Ons to expand the standard functionality and transform the generic SAP Business ONE business engine into an Industry Solution.The book is full of examples with detailed step-by-step explanations. We will be implementing a complete SAP Business System including add-ons as part of a case study.Finally we connect SAP to the Web and introduce a solution that presents SAP features in a web interface with real-time integration. The book is completed with a chapter focusing on growth. Franchise architecture for SAP Business ONE is introduced and applied to the case study to help you learn how to get started with this.Each chapter has a section that assists you with applying knowledge for your own project. You will have your business set up and ready to go by the time you complete this book.