Automating Salesforce Marketing Cloud

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Automating Salesforce Marketing Cloud

Author : Greg Gifford
Publisher : Packt Publishing Ltd
ISBN 13 : 180324464X
Total Pages : 456 pages
Book Rating : 4.8/5 (32 download)

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Book Synopsis Automating Salesforce Marketing Cloud by : Greg Gifford

Download or read book Automating Salesforce Marketing Cloud written by Greg Gifford and published by Packt Publishing Ltd. This book was released on 2022-04-18 with total page 456 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make the most of Salesforce Marketing Cloud through automation and increase your productivity on the platform without adding any extra resources Key Features Increase your knowledge of automation theory and the applications of SFMC Explore automation with SFMC and its capabilities beyond general usage Understand the automation features and integrations of SFMC to use the platform from outside the user interface (UI) for maximum efficiency Book DescriptionSalesforce Marketing Cloud (SFMC) allows you to use multiple channels and tools to create a 1:1 marketing experience for your customers and subscribers. Through automation and helper tasks, you can greatly increase your productivity while also reducing the level of effort required in terms of volume and frequency. Automating Salesforce Marketing Cloud starts by discussing what automation is generally and then progresses to what automation is in SFMC. After that, you’ll focus on how to perform automation inside of SFMC all the way to fully running processes and capabilities from an external service. Later chapters explore the benefits and capabilities of automation and having an automation mindset both within and outside of SFMC. Equipped with this knowledge and example code, you'll be prepared to maximize your SFMC efficiency. By the end of this Salesforce book, you’ll have the skills you need to build automation both inside and outside of SFMC, along with the knowledge for using the platform optimally.What you will learn Understand automation to make the most of the SFMC platform Optimize ETL activities, data import integrations, data segmentations, email sends, and more Explore different ways to use scripting and API calls to increase Automation Studio efficiency Identify opportunities for automation with custom integrations and third-party solutions Optimize usage of SFMC by building on the core concepts of custom integrations and third-party tools Maximize utilization of employee skills and capabilities and reduce operational costs while increasing output Who this book is for This book is for Salesforce Marketing Cloud users who want to know how to make their day to day lives more efficient and get the most out of the tool by working smarter, not harder. A solid understanding of SFMC and basic knowledge of what automation is will help you get the most out of this book.

Salesforce Marketing Cloud For Dummies

Author : Chester Bullock
Publisher : John Wiley & Sons
ISBN 13 : 1119122090
Total Pages : 360 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Salesforce Marketing Cloud For Dummies by : Chester Bullock

Download or read book Salesforce Marketing Cloud For Dummies written by Chester Bullock and published by John Wiley & Sons. This book was released on 2017-10-30 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt: Salesforce 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!

Programming Salesforce Marketing Cloud

Author : ZHONGCHEN ZHOU
Publisher : ZHONGCHEN ZHOU
ISBN 13 : 1092718796
Total Pages : 159 pages
Book Rating : 4.0/5 (927 download)

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Book Synopsis Programming Salesforce Marketing Cloud by : ZHONGCHEN ZHOU

Download or read book Programming Salesforce Marketing Cloud written by ZHONGCHEN ZHOU and published by ZHONGCHEN ZHOU. This book was released on 2019-04-03 with total page 159 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book introduces concepts to integrate with marketing cloud using API and build custom components in a platform agnostic way, including the following aspects: Marketing Cloud Package Custom Journey Builder Activity API Integration (Server to Server & Web App) Custom Marketing Cloud App Server Side JavaScript These concepts will be applicable to any programming language and platform. After introducing the concepts, we will implement these concepts using APEX programming language within Salesforce sale cloud. Tips, patterns and special considerations will be introduced when using APEX in sales cloud to implement these concepts, for example: how to serve custom activity configuration file; how to expose less REST service and write less APEX class and at the same time achieve right level of encapsulation; how to decode JWT passing from marketing cloud Journey Builder; how to build user interface and allow marketing cloud users without sales cloud account to access; how to display visualforce page inside marketing cloud iframes how to set up the right architecture.

Marketing Automation For Dummies

Author : Mathew Sweezey
Publisher : John Wiley & Sons
ISBN 13 : 1118772229
Total Pages : 326 pages
Book Rating : 4.1/5 (187 download)

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Book Synopsis Marketing Automation For Dummies by : Mathew Sweezey

Download or read book Marketing Automation For Dummies written by Mathew Sweezey and published by John Wiley & Sons. This book was released on 2014-04-14 with total page 326 pages. Available in PDF, EPUB and Kindle. Book excerpt: Multiply the effectiveness of your campaigns with marketing automation Marketing automation technology has been shown to dramatically increase lead conversions and average deal sizes as well as improving forecasting and customer segmentation. A subset of CRM, it focuses on defining, scheduling, segmenting, and tracking marketing campaigns. This friendly book demystifies marketing automation in straightforward terms, helping you leverage the tools and handle the processes that will enable a seamless integration with your CRM program. Learn to establish a buyer profile, assess your needs, select tools, create a lead scoring model, and much more. Marketing automation is a next-generation, CRM-related tool for increasing lead conversions and improving forecasting and customer segmentation This book provides an easy-to-understand introduction to the tools and technology, helping you evaluate your current processes, choose the appropriate tools, and follow best practices in making the most of them Written by Mathew Sweezey, Marketing Automation Evangelist at Pardot (ExactTarget), a leading provider of marketing automation solutions Covers working with the marketing lifecycle, evaluating your assets, integrating marketing automation with CRM and with other processes, nurturing your leads, and using marketing automation to reach buyers via e-mail, social media, and more Marketing Automation For Dummies is the ideal guide to get you up and running with marketing automation, putting your business on the cutting edge and enhancing your competitiveness.

Salesforce for Beginners

Author : Sharif Shaalan
Publisher : Packt Publishing Ltd
ISBN 13 : 1838987002
Total Pages : 457 pages
Book Rating : 4.8/5 (389 download)

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Book Synopsis Salesforce for Beginners by : Sharif Shaalan

Download or read book Salesforce for Beginners written by Sharif Shaalan and published by Packt Publishing Ltd. This book was released on 2020-05-29 with total page 457 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook 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 learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with 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 dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho 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.

Mastering Salesforce CRM Administration

Author : Rakesh Gupta
Publisher : Packt Publishing Ltd
ISBN 13 : 1786460769
Total Pages : 405 pages
Book Rating : 4.7/5 (864 download)

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Book Synopsis Mastering Salesforce CRM Administration by : Rakesh Gupta

Download or read book Mastering Salesforce CRM Administration written by Rakesh Gupta and published by Packt Publishing Ltd. This book was released on 2017-03-27 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Architecting AI Solutions on Salesforce

Author : Lars Malmqvist
Publisher : Packt Publishing Ltd
ISBN 13 : 1801072299
Total Pages : 341 pages
Book Rating : 4.8/5 (1 download)

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Book Synopsis Architecting AI Solutions on Salesforce by : Lars Malmqvist

Download or read book Architecting AI Solutions on Salesforce written by Lars Malmqvist and published by Packt Publishing Ltd. This book was released on 2021-11-12 with total page 341 pages. Available in PDF, EPUB and Kindle. Book excerpt: Use AI solutions in Salesforce to design complete enterprise solutions for sales, service, marketing, and commerce clouds and drive digital innovation in your organization Key Features Learn how to use Salesforce's AI features and capabilities to meet ever-evolving client needs Get expert advice on key architectural decisions and trade-offs when designing AI-driven Salesforce solutions Integrate third-party AI services into applications that modernize your solutions Book Description Written for Salesforce architects who want quickly implementable AI solutions for their business challenges, Architecting AI Solutions on Salesforce is a shortcut to understanding Salesforce Einstein's full capabilities – and using them. To illustrate the full technical benefits of Salesforce's own AI solutions and components, this book will take you through a case study of a fictional company beginning to adopt AI in its Salesforce ecosystem. As you progress, you'll learn how to configure and extend the out-of-the-box features on various Salesforce clouds, their pros, cons, and limitations. You'll also discover how to extend these features using on- and off-platform choices and how to make the best architectural choices when designing custom solutions. Later, you'll advance to integrating third-party AI services such as the Google Translation API, Microsoft Cognitive Services, and Amazon SageMaker on top of your existing solutions. This isn't a beginners' Salesforce book, but a comprehensive overview with practical examples that will also take you through key architectural decisions and trade-offs that may impact the design choices you make. By the end of this book, you'll be able to use Salesforce to design powerful tailor-made solutions for your customers with confidence. What you will learn Explore the Salesforce's AI components and the architectural model for Salesforce Einstein Extend the out-of-the-box features using Einstein Services on major Salesforce clouds Use Einstein declarative features to create your custom solutions with the right approach Design AI solutions on marketing, commerce, and industry clouds Use Salesforce Einstein Platform Services APIs to create custom AI solutions Integrate third-party AI services such as Microsoft Cognitive Services and Amazon SageMaker into Salesforce Who this book is for This book is for technical and functional architects, technical decision-makers working on the Salesforce ecosystem, as well as anyone responsible for designing AI solutions in their Salesforce ecosystem. Lead and senior Salesforce developers who want to start their Salesforce architecture journey will also find this book helpful. Working knowledge of the Salesforce platform is necessary to get the most out of this book.

The AMPscript Guide

Author : Adam Spriggs
Publisher :
ISBN 13 : 9780648287223
Total Pages : 416 pages
Book Rating : 4.2/5 (872 download)

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Book Synopsis The AMPscript Guide by : Adam Spriggs

Download or read book The AMPscript Guide written by Adam Spriggs and published by . This book was released on 2019-08-02 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: AMPscript is a scripting language for Salesforce Marketing Cloud. You can use it to create highly sophisticated, personalized content through an extensive set of functions.The language follows a simple syntax and semantics. With an understanding of the fundamentals, you can quickly gain proficiency in AMPscript - no prior experience in scripting languages is needed.This book extends the existing Salesforce documentation to provide an authoritative reference manual on AMPscript. Whether you are inexperienced in writing scripts or are already highly proficient in AMPscript, this book will enable you to enjoy rapid development through clear explanations and extensive documentation on all AMPscript functions, including real-world supporting code samples for you to reuse.

The Automationist

Author : Chandan Kamal Sharma
Publisher : Notion Press
ISBN 13 : 1638735409
Total Pages : 119 pages
Book Rating : 4.6/5 (387 download)

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Book Synopsis The Automationist by : Chandan Kamal Sharma

Download or read book The Automationist written by Chandan Kamal Sharma and published by Notion Press. This book was released on 2021-08-02 with total page 119 pages. Available in PDF, EPUB and Kindle. Book excerpt: The time has come when you can connect with your digital customers one-to-one, doesn’t matter wherever he or she is. No more guesswork, no more uncertainty and no more technological stress. With more than 47% companies already implementing some type of business automation, it has now become important that you develop an understanding of how business automation is transforming the world and getting them closer to their customers. Marketing Automation is a sub-set of business automation and has already penetrated deep into business systems. But a lot of entrepreneurs and businesses are getting it wrong. This book also has a marketing automation framework that will help you with: • Getting started with a Marketing Automation process for your business. • Choosing the best tool that is suitable for your business without wasting your time and money. • Learning the factors to consider before implementing Marketing Automation. • Understanding the overall structure of how the Marketing Automation providers are adopting the marketing technology stack to get higher ROI. • If you are seeking a career, finding the right path to take towards building a successful career. This book is based on years of practical experience and is filled with insights to create a system that works by simplifying the technology for you.

Salesforce Platform App Builder Certification

Author : Rakesh Gupta
Publisher : Apress
ISBN 13 : 1484254791
Total Pages : 248 pages
Book Rating : 4.4/5 (842 download)

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Book Synopsis Salesforce Platform App Builder Certification by : Rakesh Gupta

Download or read book Salesforce Platform App Builder Certification written by Rakesh Gupta and published by Apress. This book was released on 2019-12-16 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: New 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 AppExchange 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 See how easily users can migrate to the Lightning experience from the classic platform Implement business process automation using declarative features Apply the automation process in Salesforce Utilize Process Builder and manage its power to automate business processes Use 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

Learn Salesforce Marketing Cloud

Author : Innoware Pjp
Publisher : Independently Published
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.3/5 (861 download)

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Book Synopsis Learn Salesforce Marketing Cloud by : Innoware Pjp

Download or read book Learn Salesforce Marketing Cloud written by Innoware Pjp and published by Independently Published. This book was released on 2023-03-07 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn Salesforce Marketing Cloud Salesforce Marketing Cloud is a cloud-based digital marketing platform that enables organizations to create, manage, and execute personalized marketing campaigns across multiple channels, such as email, mobile, social media, and advertising. It helps businesses build stronger customer relationships, increase engagement, and drive revenue growth. Marketing Cloud is a comprehensive platform that includes a range of powerful tools and features for marketing automation, data management, content creation, and analytics. The book covers the following topics: 1. Introduction to Salesforce Marketing Cloud 1.1 Overview of Salesforce Marketing Cloud 1.2 Benefits of using Marketing Cloud 1.3 Key features and functionalities of Marketing Cloud 1.4 Differences between Marketing Cloud and other Salesforce clouds 2. Setting Up Your Marketing Cloud Account 2.1 Creating a Salesforce Marketing Cloud account 2.2 Navigating the Marketing Cloud interface 2.3 Customizing your Marketing Cloud dashboard 2.4 Setting up your Marketing Cloud profile 3. Managing Your Marketing Data 3.1 Creating and managing data extensions 3.2 Importing and exporting data 3.3 Creating and managing data filters 3.4 Segmenting your audience 4. Creating and Managing Marketing Campaigns 4.1 Overview of Marketing Campaigns 4.2 Creating and managing email campaigns 4.3 Creating and managing mobile campaigns 4.4 Creating and managing social media campaigns 5. Automating Marketing Campaigns with Journeys 5.1 Understanding Journeys 5.2 Building and customizing Journeys 5.3 Analyzing Journeys and measuring success 5.4 Best practices for creating successful Journeys 6. Personalization and Targeting 6.1 Overview of personalization and targeting 6.2 Creating and managing customer personas 6.3 Using predictive analytics for personalized marketing 6.4 Best practices for effective targeting 7. Reporting and Analytics 7.1 Overview of Marketing Cloud reporting and analytics 7.2 Creating and customizing reports and dashboards 7.3 Analyzing campaign performance 7.4 Best practices for effective reporting and analytics 8. Integrations with Other Salesforce Products 8.1 Integrating with Sales Cloud 8.2 Integrating with Service Cloud 8.3 Integrating with Community Cloud 8.4 Integrating with other third-party apps 9. Mobile Marketing with Marketing Cloud 9.1 Overview of Marketing Cloud Mobile 9.2 Customizing mobile campaigns 9.3 Managing mobile push notifications 9.4 Best practices for effective mobile marketing 10. Best Practices for Marketing Cloud 10.1 Maximizing user adoption 10.2 Strategies for successful implementation 10.3 Common pitfalls to avoid 10.4 Tips for optimizing Marketing Cloud usage 11. Salesforce Marketing Cloud Certification and Career Opportunities 11.1 Overview of Marketing Cloud certification programs 11.2 Tips for preparing for certification exams 11.3 Career opportunities in Marketing Cloud 11.4 Emerging trends and future predictions for Marketing Cloud

Salesforce for Beginners

Author : Sharif Shaalan
Publisher : Packt Publishing Ltd
ISBN 13 : 1803231327
Total Pages : 533 pages
Book Rating : 4.8/5 (32 download)

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Book Synopsis Salesforce for Beginners by : Sharif Shaalan

Download or read book Salesforce for Beginners written by Sharif Shaalan and published by Packt Publishing Ltd. This book was released on 2022-10-31 with total page 533 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn 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 Features Automate business processes with Salesforce Flow, the new replacement for workflow rules and process builders on the Salesforce platform Discover key data integrity and security concepts with new, specially dedicated chapters Take your first steps in basic testing and debugging as a Salesforce professional Book Description 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. What you will learn Explore business development with leads, 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 Practice automating business processes with Salesforce Flow Gain a high-level overview of the items in the administration section Grasp the different aspects needed to build an effective Salesforce security model Who this book is for If 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 B2C Solution Architect's Handbook

Author : Mike King
Publisher : Packt Publishing Ltd
ISBN 13 : 180181130X
Total Pages : 458 pages
Book Rating : 4.8/5 (18 download)

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Book Synopsis Salesforce B2C Solution Architect's Handbook by : Mike King

Download or read book Salesforce B2C Solution Architect's Handbook written by Mike King and published by Packt Publishing Ltd. This book was released on 2021-11-19 with total page 458 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ultimate handbook for new and seasoned Salesforce B2C Solution Architects who want to design seamless B2C solutions across the Salesforce Customer 360 ecosystem – including B2C Commerce, Service Cloud, and Marketing Cloud Key Features Give your customers a frictionless experience by creating a unified view of all their interactions Get your architectural design right the first time and avoid costly reworks Prepare for the B2C Solution Architect exam and Salesforce certification with practical scenarios following Salesforce best practices Book DescriptionThere’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.What you will learn Explore key Customer 360 products and their integration options Choose the optimum integration architecture to unify data and experiences Architect a single view of the customer to support service, marketing, and commerce Plan for critical requirements, design decisions, and implementation sequences to avoid sub-optimal solutions Integrate Customer 360 solutions into a single-source-of-truth solution such as a master data model Support business needs that require functionality from more than one component by orchestrating data and user flows Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It’s primarily written for B2C commerce architects, application architects, integration architects, as well as system architects, enterprise architects, Salesforce architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you’ll need a solid understanding of data integration, APIs, and connected systems, along with knowledge of the fundamentals of business-to-consumer (B2C) customer experiences.

Salesforce For Dummies

Author : Liz Kao
Publisher : John Wiley & Sons
ISBN 13 : 1119576326
Total Pages : 416 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Salesforce For Dummies by : Liz Kao

Download or read book Salesforce For Dummies written by Liz Kao and published by John Wiley & Sons. This book was released on 2019-12-12 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com! Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter More than 150,000 companies worldwide use Salesforce.com as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.

Learning Salesforce Visual Workflow and Process Builder

Author : Rakesh Gupta
Publisher : Packt Publishing Ltd
ISBN 13 : 1787281825
Total Pages : 442 pages
Book Rating : 4.7/5 (872 download)

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Book Synopsis Learning Salesforce Visual Workflow and Process Builder by : Rakesh Gupta

Download or read book Learning Salesforce Visual Workflow and Process Builder written by Rakesh Gupta and published by Packt Publishing Ltd. This book was released on 2017-05-18 with total page 442 pages. Available in PDF, EPUB and Kindle. Book excerpt: Click your way to automating various business processes using Salesforce Visual Workflow About This Book Develop an application using Point and Click with the help of Flow Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page Save user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy Flow and Process Builder Understand the concepts of Subflow and Login Flow Handle complex business processes using Process builder and keep them clean Use existing or new Flows to work with Salesforce Lightning Experience. Who This Book Is For This book is intended for those who want to use Flows to automate their business requirements by clicking, not coding. No previous experience in computer coding or programming is required What You Will Learn Develop an application using point and click with the help of Flow Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page Save user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy Flow and Process Builder Understand the concepts of Subflow and Login Flow Handle complex business processes using Process builder and keep them clean Use existing or new Flows to work with Salesforce Lightning Experience. In Detail Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows. Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage. The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience. By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage. Style and approach Step by step approch to use Process Builder to solve complex business requirements with the help of Flow

Salesforce Marketing Cloud For Dummies

Author : Chester Bullock
Publisher : John Wiley & Sons
ISBN 13 : 1119122104
Total Pages : 371 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Salesforce Marketing Cloud For Dummies by : Chester Bullock

Download or read book Salesforce Marketing Cloud For Dummies written by Chester Bullock and published by John Wiley & Sons. This book was released on 2017-10-13 with total page 371 pages. Available in PDF, EPUB and Kindle. Book excerpt: Salesforce 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!

Marketing Automation with Mailchimp

Author : Margarita J. Caraballo
Publisher : Packt Publishing Ltd
ISBN 13 : 1800567561
Total Pages : 304 pages
Book Rating : 4.8/5 (5 download)

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Book Synopsis Marketing Automation with Mailchimp by : Margarita J. Caraballo

Download or read book Marketing Automation with Mailchimp written by Margarita J. Caraballo and published by Packt Publishing Ltd. This book was released on 2023-05-26 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Set up your first channel and effectively expand your outreach and customer base with Mailchimp to deliver scalable business outcomes Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn audience management strategies to make informed decisions for your marketing channels Employ practical use cases for your custom business needs to implement basic and pro Mailchimp features Customize Mailchimp using powerful integrations to deliver top-notch user experience Book DescriptionAre you looking for an all-in-one comprehensive guide to implementing Mailchimp channels and automation for your business? Then Marketing Automation with Mailchimp can be your go-to guide. You’ll start by learning common terms used in the Mailchimp environment, as well as about account setup and audience management for businesses. After that, you’ll find out how to set up channels, where you’ll actively interact with your contacts and begin to add new ones. Additionally, you’ll gain an understanding of how to set up a consistent marketing presence in the form of emails and websites and the benefits of determining a brand identity. You’ll also explore advanced Mailchimp features to optimize platform utilization using analytics, reporting, A/B and multivariate testing, the customer journey builder, and the Mailchimp e-commerce store. Toward the end, you’ll discover some important shopping, payment, and CRM integrations that can be connected to your Mailchimp platform for custom business needs. With this book, you’ll gain insights into real-world use cases to implement a marketing strategy to extend your existing work. By the end of this book, you’ll be well-equipped to implement Mailchimp marketing automation seamlessly into your business to grow your customer base and revenue.What you will learn Understand specific account-level settings, their purpose, and account management Explore strategies and tools for managing inactive contacts for target marketing Integrate Mailchimp for easy customization with a low-code options for customization Establish a strong marketing presence with email and websites and leverage it for e-commerce and services Discover advanced reporting and analytics by turning audience information into relevant growth metrics Automate your marketing workflows using the Mailchimp customer journey builder Who this book is for This book is for marketing professionals or small-to-midsize business entrepreneurs looking to start a marketing journey through powerful marketing automation. To get the best from this book, you must be familiar with using web apps and have an understanding of content design. This book will help anyone who is looking to start a marketing career and wants to take hands-on ownership of building marketing and outreach strategies for the business.