Salesforce End To End Implementation Handbook

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Salesforce End-to-End Implementation Handbook

Author : Kristian Margaryan Jorgensen
Publisher : Packt Publishing Ltd
ISBN 13 : 1804617601
Total Pages : 302 pages
Book Rating : 4.8/5 (46 download)

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Book Synopsis Salesforce End-to-End Implementation Handbook by : Kristian Margaryan Jorgensen

Download or read book Salesforce End-to-End Implementation Handbook written by Kristian Margaryan Jorgensen and published by Packt Publishing Ltd. This book was released on 2023-03-10 with total page 302 pages. Available in PDF, EPUB and Kindle. Book excerpt: Packed with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programs Key Features Explore the end-to-end Salesforce implementation lifecycle with templates and practical examples Discover common issues and strategies for mitigation and prevention Work with checklists to assess the state of your Salesforce implementation in each phase Purchase of the print or Kindle book includes a free PDF eBook Book Description 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. What you will learn Discover the critical activities in Salesforce implementation Address common issues faced in implementing Salesforce Explore appropriate delivery methodology Understand the importance of a change management strategy Govern Salesforce implementation through all its phases Gain insights on key activities in the continuous improvement phase Leverage customer 360 for analytics, AI and automation Who this book is for This book is for salesforce consultants, architects, project/program managers, delivery leaders for salesforce implementation, or product owners- planning to implement Salesforce or already implementing Salesforce for their organizations. If you are switching to a role in salesforce development, this book will act as a guide on what to expect on the job and how to ace it. Familiarity with basic business, CRM, and project management concepts is required.

Salesforce Architect's Handbook

Author : Dipanker Jyoti
Publisher : Apress
ISBN 13 : 9781484266304
Total Pages : 430 pages
Book Rating : 4.2/5 (663 download)

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Book Synopsis Salesforce Architect's Handbook by : Dipanker Jyoti

Download or read book Salesforce Architect's Handbook written by Dipanker Jyoti and published by Apress. This book was released on 2021-01-08 with total page 430 pages. Available in PDF, EPUB and Kindle. Book excerpt: Take a deep dive into the architectural approach, best practices, and key considerations needed to comprehend, evaluate, and design an efficient, scalable, and sustainable Salesforce-based solution. This book takes a comprehensive look at the seven architectural domains that must be considered when architecting a Salesforce-based solution and equips you to develop the artifacts needed for an end-to-end enterprise architecture blueprint for Salesforce implementation and DevOps. This must-have handbook helps Salesforce professionals implement and manage Salesforce in their organization. You will learn Salesforce architecture: solution architecture, data architecture, security architecture, integration architecture, identity and access management architecture, and strategies that can be used for Salesforce-based mobile applications. In addition to the main architecture concepts, the book also offers industry best practices and the recommended framework for approaching, managing, delivering, and continuously improving a Salesforce solution using its Salesforce Development & Deployment Lifecycle. What You Will Learn Get a detailed overview of the Salesforce multi-tenant, metadata-driven architectural framework and the under-the-hood technology stack that supports Salesforce Know the seven architecture domains, their intricacies, and the considerations needed within each when designing a Salesforce solution Have an architectural mindset and the artifacts needed to architect an end-to-end enterprise-level implementation of Salesforce Be familiar with the most common Salesforce products, licenses, AppExchange products, and the key considerations of using out-of-the-box declarative capabilities vs custom programmatic capabilities of Salesforce Understand data architecture design considerations that include data modeling in Salesforce, identifying and mitigating large data volume concerns, and the key considerations for data migration and data archiving strategies Understand security architecture considerations related to securing data within Salesforce and the various approaches to allow or restrict sharing and visibility from within Salesforce Understand integration architecture considerations that provide an overview of the integration patterns and the integrations solutions that can be used with Salesforce to connect Salesforce with a remote system hosted on-premises, on the cloud, or by third-party solution providers Understand identity and access management architectural considerations across the 9 stages of an identity and access management lifecycle Be aware of the strategies available to design mobile solutions with Salesforce and the options available for Salesforce mobile architecture Employ the principles of the DevOps & Development Lifecycle needed for an ideal state Salesforce implementation Who This Book Is For Professionals interested in implementing, optimizing, and architecting Salesforce solutions enterprise-wide; Salesforce implementation (SI) partners needing a detailed playbook for architecting and delivering successful Salesforce solutions; Salesforce admins, developers, and architects looking for a one-stop educational resource to mastering the Salesforce architect domains or those pursuing the Salesforce architecture domain certification exams, including the Salesforce Certified Technical Architect (CTA) board exam

Salesforce CPQ Implementation Handbook

Author : Madhu Ramanujan
Publisher : Packt Publishing Ltd
ISBN 13 : 1801075743
Total Pages : 316 pages
Book Rating : 4.8/5 (1 download)

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Book Synopsis Salesforce CPQ Implementation Handbook by : Madhu Ramanujan

Download or read book Salesforce CPQ Implementation Handbook written by Madhu Ramanujan and published by Packt Publishing Ltd. This book was released on 2022-04-14 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: An end-to-end practical guide to implementing Salesforce CPQ solutions, shortening your sales cycle, and generating a higher ROI Key FeaturesMaximize sales by reducing turnaround time and providing a quick analysis of profits and lossesGet up to speed with Salesforce CPQ concepts, best practices, and tips when choosing the right CPQ implementation strategyImplement CPQ configurations and automations for B2B and B2C business scenariosBook Description Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners. The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You'll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you'll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You'll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you'll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks. By the end of this Salesforce book, you'll be able to implement Salesforce CPQ for any business. What you will learnUnderstand Quote-2-Cash business processes and configure opportunities and quotesCreate custom CPQ actions and use custom filters for automating business needsDiscover how to configure products and product rulesUnderstand the CPQ pricing structure and methods, rules, multidimensional quoting, and quote automationExplore the CPQ data model and use the Salesforce Schema Builder to view and configure object relationshipsConfigure contracts, amendments, and renewals in SalesforceFocus on CPQ billing and its advantagesGain comprehensive insights into Industries CPQWho this book is for This book is for Salesforce administrators, business analysts, functional consultants, sales managers, Salesforce architects, and those looking to gain Salesforce CPQ certification. Working knowledge of the Salesforce ecosystem is recommended to get the most out of 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 Description 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. 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 Sales Cloud – An Implementation Handbook

Author : Kerry Townsend
Publisher : Packt Publishing Ltd
ISBN 13 : 1804615188
Total Pages : 369 pages
Book Rating : 4.8/5 (46 download)

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Book Synopsis Salesforce Sales Cloud – An Implementation Handbook by : Kerry Townsend

Download or read book Salesforce Sales Cloud – An Implementation Handbook written by Kerry Townsend and published by Packt Publishing Ltd. This book was released on 2024-04-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: Design and build Sales Cloud solutions to solve business challenges with this easy-to-follow handbook Key Features Discover the full range of capabilities offered by Sales Cloud and how to map them to business processes Learn how to plan and deliver all aspects of a successful Sales Cloud implementation Explore advanced concepts to integrate and extend Sales Cloud Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionSalesforce 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.What you will learn Find out how Sales Cloud capabilities solve common sales challenges Determine the best development methodologies Design and build core sales processes, including demand generation and sales productivity Implement best practices for testing and training with accurate data Build a release plan by understanding the types of post-go-live support Explore territory management and model additional processes with Sales Cloud Understand common system integration use cases Harness the power of AppExchange solutions for sales Who this book is for This book is for administrators, consultants, and business analysts who want to understand and apply the capabilities of Salesforce Sales Cloud. Whether you’re completely new to Sales Cloud or enhancing existing functionalities within your organization, this handbook is your trusted companion. Business stakeholders responsible for or involved in Sales Cloud implementations will also benefit from this book.

Salesforce Data Architecture and Management

Author : Ahsan Zafar
Publisher : Packt Publishing Ltd
ISBN 13 : 1801076901
Total Pages : 376 pages
Book Rating : 4.8/5 (1 download)

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Book Synopsis Salesforce Data Architecture and Management by : Ahsan Zafar

Download or read book Salesforce Data Architecture and Management written by Ahsan Zafar and published by Packt Publishing Ltd. This book was released on 2021-07-30 with total page 376 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn everything you need to become a successful data architect on the Salesforce platform Key Features Adopt best practices relating to data governance and learn how to implement them Learn how to work with data in Salesforce while maintaining scalability and security of an instance Gain insights into managing large data volumes in Salesforce Book Description As Salesforce orgs mature over time, data management and integrations are becoming more challenging than ever. Salesforce Data Architecture and Management follows a hands-on approach to managing data and tracking the performance of your Salesforce org. You'll start by understanding the role and skills required to become a successful data architect. The book focuses on data modeling concepts, how to apply them in Salesforce, and how they relate to objects and fields in Salesforce. You'll learn the intricacies of managing data in Salesforce, starting from understanding why Salesforce has chosen to optimize for read rather than write operations. After developing a solid foundation, you'll explore examples and best practices for managing your data. You'll understand how to manage your master data and discover what the Golden Record is and why it is important for organizations. Next, you'll learn how to align your MDM and CRM strategy with a discussion on Salesforce's Customer 360 and its key components. You'll also cover data governance, its multiple facets, and how GDPR compliance can be achieved with Salesforce. Finally, you'll discover Large Data Volumes (LDVs) and best practices for migrating data using APIs. By the end of this book, you'll be well-versed with data management, data backup, storage, and archiving in Salesforce. What you will learn Understand the Salesforce data architecture Explore various data backup and archival strategies Understand how the Salesforce platform is designed and how it is different from other relational databases Uncover tools that can help in data management that minimize data trust issues in your Salesforce org Focus on the Salesforce Customer 360 platform, its key components, and how it can help organizations in connecting with customers Discover how Salesforce can be used for GDPR compliance Measure and monitor the performance of your Salesforce org Who this book is for This book is for aspiring architects, Salesforce admins, and developers. You will also find the book useful if you're preparing for the Salesforce Data Architecture and Management exam. A basic understanding of Salesforce is assumed.

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.

Mastering Salesforce DevOps

Author : Andrew Davis
Publisher : Apress
ISBN 13 : 1484254732
Total Pages : 464 pages
Book Rating : 4.4/5 (842 download)

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Book Synopsis Mastering Salesforce DevOps by : Andrew Davis

Download or read book Mastering Salesforce DevOps written by Andrew Davis and published by Apress. This book was released on 2019-10-29 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: This practical guide brings DevOps principles to Salesforce development. It fits together two major movements within the IT world: the movement to Software/Platform as a Service (SaaS/PaaS), and the DevOps movement. While SaaS and PaaS allow companies to invest in their core competencies rather than maintain their own infrastructure, the goal of DevOps is to optimize the process of delivering software innovation and value. The release of Salesforce DX in late 2017 unlocks the possibility of a true DevOps workflow on Salesforce. But DevOps is new to the Salesforce world and there is not a widespread understanding of its goals and methods, and so adoption of Salesforce DX is still in the early stages. Mastering Salesforce DevOps explains how to build a powerful and comprehensive DevOps workflow for Salesforce—allowing you to finally deploy the world's most innovative platform using the world's most effective and efficient techniques. It addresses the need for a comprehensive guide to DevOps for Salesforce, allowing teams to bring proven practices from the IT world to resolve the hardest problems facing Salesforce developers today. What You Will Learn Improve company performance and software delivery performance using Salesforce DX Translate DevOps concepts into the unique language and practices of Salesforce Understand why and how you can implement Salesforce DX to achieve greater productivity and innovation Enable continuous delivery on Salesforce Build packages and architect code so it can be deployed easilyAllow admins to participate in what has traditionally been a developer workflow Know the techniques for reducing the stress and risk of deploymentApply the full range of automated tests that can be used on Salesforce Who This Book Is for Salesforce developers, release managers, and those managing Salesforce development teams who need a guide to DevOps, and DevOps specialists who need to apply familiar concepts to Salesforce

Salesforce CRM - The Definitive Admin Handbook

Author : Paul Goodey
Publisher : Packt Publishing Ltd
ISBN 13 : 1789619726
Total Pages : 768 pages
Book Rating : 4.7/5 (896 download)

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Book Synopsis Salesforce CRM - The Definitive Admin Handbook by : Paul Goodey

Download or read book Salesforce CRM - The Definitive Admin Handbook written by Paul Goodey and published by Packt Publishing Ltd. This book was released on 2019-04-27 with total page 768 pages. Available in PDF, EPUB and Kindle. Book excerpt: A definitive guide covering all the core concepts necessary to pass the Salesforce Administrator Certification exam Key Features Understand critical design considerations for setting up Salesforce CRM Facilitate and manage the transition from Salesforce Classic to Lightning Experience Learn key functions of application security to manage user profiles and data Book Description 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. What you will learn Configure a variety of user interface features in Salesforce CRM Understand the capabilities of the Salesforce CRM sharing model Explore Einstein Analytics - Salesforce's new wave of advanced reporting Get to grips with the Lightning Process Builder workflow Set up user profiles, security, and login access mechanisms Find out how Apex and Visualforce coding can be used in Salesforce CRM Manage the transition from Salesforce Classic to Lightning Experience Implement data manipulation features to apply best practices in data management Who this book is for This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features.

Becoming a Salesforce Certified Technical Architect

Author : Tameem Bahri
Publisher : Packt Publishing Ltd
ISBN 13 : 1800565283
Total Pages : 629 pages
Book Rating : 4.8/5 (5 download)

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Book Synopsis Becoming a Salesforce Certified Technical Architect by : Tameem Bahri

Download or read book Becoming a Salesforce Certified Technical Architect written by Tameem Bahri and published by Packt Publishing Ltd. This book was released on 2021-02-12 with total page 629 pages. Available in PDF, EPUB and Kindle. Book excerpt: Design and build high-performance, secure, and scalable Salesforce solutions to meet business demands and gain practical experience using real-world scenarios by creating engaging end-to-end solution presentations Key Features Learn common integration, data migration, and security patterns for designing scalable and reliable solutions on the Salesforce Lightning platform Build an end-to-end delivery framework pipeline for delivering successful projects within specified timelines Gain access to an exclusive book club of skilled Salesforce professionals, to discuss ideas, best practices, and share experiences of designing modern solutions using Salesforce Book DescriptionSalesforce 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.What you will learn Explore data lifecycle management and apply it effectively in the Salesforce ecosystem Design appropriate enterprise integration interfaces to build your connected solution Understand the essential concepts of identity and access management Develop scalable Salesforce data and system architecture Design the project environment and release strategy for your solution Articulate the benefits, limitations, and design considerations relating to your solution Discover tips, tricks, and strategies to prepare for the Salesforce CTA review board exam Who this book is for This book is for Salesforce architects who want to become certified technical architects by learning how to design secure and scalable technical solutions for their organizations. A solid understanding of the Salesforce platform is required, ideally combined with 3 to 5 years of practical experience as an application architect, system architect, enterprise architect, or solution architect.

Salesforce.com Customization Handbook

Author : Rakesh Gupta
Publisher : Packt Publishing Ltd
ISBN 13 : 1849685991
Total Pages : 635 pages
Book Rating : 4.8/5 (496 download)

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Book Synopsis Salesforce.com Customization Handbook by : Rakesh Gupta

Download or read book Salesforce.com Customization Handbook written by Rakesh Gupta and published by Packt Publishing Ltd. This book was released on 2014-09-12 with total page 635 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.

Salesforce AppExchange Success Blueprint

Author : Jakub Stefaniak
Publisher : Packt Publishing Ltd
ISBN 13 : 1835085598
Total Pages : 342 pages
Book Rating : 4.8/5 (35 download)

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Book Synopsis Salesforce AppExchange Success Blueprint by : Jakub Stefaniak

Download or read book Salesforce AppExchange Success Blueprint written by Jakub Stefaniak and published by Packt Publishing Ltd. This book was released on 2023-10-27 with total page 342 pages. Available in PDF, EPUB and Kindle. Book excerpt: Design, develop, publish, monetize, and scale your Salesforce application to become a successful independent software vendor (ISV) on the AppExchange Key Features Set up a strong foundation and make informed decisions to create innovative solutions Explore the world of the AppExchange development lifecycle Understand essential business strategies to maximize profitability from technical and business standpoints Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionAre you ready to turn your million-dollar ideas into reality? Salesforce AppExchange Success Blueprint is your ultimate guide to becoming a successful ISV partner and publishing your Salesforce applications on the AppExchange. This book covers every facet of the application development process, from the initial partnership establishment to smoothly preparing for security review and managing app releases. Packed with real-world examples, case studies, and detailed guides, it’ll help you master AppExchange development. Throughout this experience, you’ll discover how to create customer-centric applications that seamlessly integrate with external systems, ensuring a frictionless user experience. You’ll also navigate the intricate process of preparing for security reviews and managing app releases. In addition, you’ll delve into the critical realm of business strategy, addressing essential elements such as maximizing profitability, achieving operational excellence, leveraging analytics to make data-driven decisions, and effectively handling technical debt to maintain your app's robustness and scalability. By the end of this journey, you’ll possess a deep understanding of AppExchange development from both technical and business standpoints, making you well-prepared to excel in the Salesforce ecosystem. Let's embark on this exciting path together!What you will learn Find out how to become a successful ISV partner on the AppExchange Understand how to tackle the challenges of AppExchange development Uncover how to avoid common security review pitfalls Discover the best practices for configuring an AppExchange listing Maximize the revenue potential through pricing and monetization Understand how to manage technical debt to maintain product quality Build a successful and sustainable ISV partnership with Salesforce Who this book is forAre you a trailblazer exploring the untamed world of the Salesforce ecosystem, seeking opportunities for your business? You've come to the right place. This book is for a diverse range of readers - from budding Salesforce developers to seasoned AppExchange architects, tech entrepreneurs, and startup founders. Whether you're a visionary seeking to innovate within the Salesforce ecosystem, or a business owner considering expanding into the AppExchange market, this book will provide a comprehensive resource for success.

ChatGPT for Accelerating Salesforce Development

Author : Andy Forbes
Publisher : Packt Publishing Ltd
ISBN 13 : 1835082556
Total Pages : 355 pages
Book Rating : 4.8/5 (35 download)

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Book Synopsis ChatGPT for Accelerating Salesforce Development by : Andy Forbes

Download or read book ChatGPT for Accelerating Salesforce Development written by Andy Forbes and published by Packt Publishing Ltd. This book was released on 2023-12-29 with total page 355 pages. Available in PDF, EPUB and Kindle. Book excerpt: Harness ChatGPT for streamlined flows, effective configuration, proficient code writing, and enhanced project activities Key Features Boost your processes for improved quality and reduce costs by incorporating ChatGPT into Salesforce projects Optimize project workflows and align technical capabilities with business goals Integrate ChatGPT's Strengths with Salesforce expertise to innovate business analysis, coding, and testing approaches Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionChatGPT for Salesforce Development is an indispensable guide for Salesforce business analysts, developers, testers, and product owners seeking to integrate ChatGPT into their workflow. This book delves into the intricacies of Salesforce design, configuration, coding, and testing, demonstrating how ChatGPT can simplify complex setups and enhance project team efficiency. With this book, you’ll unlock the effective use of ChatGPT for crafting user stories that align seamlessly with project goals, learn how to design and implement Salesforce flows, and quickly write clear, comprehensive, and high-quality project documentation. As you advance, you’ll leverage ChatGPT to write new Apex code, decipher existing code, and explore the development of web services and callouts. This book spans trigger creation and the development of Lightning Web Components (LWC), highlighting how these can accelerate the development process. Applying ChatGPT's debugging capabilities, you’ll swiftly identify and resolve Salesforce issues to uphold the integrity and performance of your Salesforce applications. By the end of this book, you’ll be adept at integrating ChatGPT at every stage of Salesforce project delivery, from initial configuration to final testing.What you will learn Masterfully craft detailed and engaging user stories tailored for Salesforce projects Leverage ChatGPT to design cutting-edge features within the Salesforce ecosystem, transforming ideas into functional and intuitive solutions Explore the integration of ChatGPT for configuring Salesforce environments Write Salesforce flows with ChatGPT, enhancing workflow automation and efficiency Develop custom LWCs with ChatGPT's assistance Discover effective testing techniques using ChatGPT for optimized performance and reliability Who this book is for This book is for Salesforce developers, offering insights into using ChatGPT to enhance their coding and configuration abilities. It's an invaluable resource for business analysts looking to use ChatGPT to translate complex requirements into actionable solutions. For testers, this book covers methods to leverage ChatGPT for more effective testing processes, ensuring higher quality outcomes. Product owners will gain insights into optimizing project workflows and aligning technical capabilities with business goals, making this book a must-have for Salesforce project team members.

Becoming a Salesforce Certified Technical Architect

Author : Tameem Bahri
Publisher : Packt Publishing Ltd
ISBN 13 : 1803239093
Total Pages : 568 pages
Book Rating : 4.8/5 (32 download)

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Book Synopsis Becoming a Salesforce Certified Technical Architect by : Tameem Bahri

Download or read book Becoming a Salesforce Certified Technical Architect written by Tameem Bahri and published by Packt Publishing Ltd. This book was released on 2023-06-30 with total page 568 pages. Available in PDF, EPUB and Kindle. Book excerpt: Gain practical experience designing and building high-performance, secure, and scalable Salesforce solutions using real-world scenarios. Purchase of the book unlocks access to web-based exam prep resources like flashcards and a free eBook PDF. Key Features Master each knowledge domain by applying key concepts to a real-world scenario Put all the skills covered in the book into action with two full mock scenarios Gain access to additional online assets including flashcards and exam tips Book DescriptionThis book is a complete guide to learning essential architectural concepts that’ll enable you to deliver secure, high-performant Salesforce solutions and pass the Salesforce CTA review board exam with confidence. This second edition comes with updated content, additional supporting material such as cheat sheets, and detailed practical examples, and helps you learn key soft skills to craft a winning presentation. You’ll begin by reviewing vital architectural concepts needed to create a scalable end-to-end Salesforce solution. Next, you’ll find out how to identify requirements and break down a problem into smaller, more solvable parts. As you advance, you’ll gain practical experience in managing design decisions and defending them using real-world scenarios. The book also helps familiarize you with the correct methodology to structure your solution presentation and the necessary supporting artifacts. Finally, you’ll practice providing solutions for two full hypothetical scenarios and structuring your playback step by step. By the end of this Salesforce book, you’ll be able to design a highly scalable Salesforce solution and create suitable material to comfortably explain the end-to-end solution to the CTA review board and potentially your customer, and have a higher chance of passing.What you will learn Explore core architectural concepts essential for any Salesforce architect Understand Salesforce knowledge domains using practical examples Practice creating solutions using scenarios focusing on particular knowledge domains Discover key artifacts needed to document and explain an end-to-end solution Apply data life cycle management effectively in the Salesforce ecosystem Design appropriate enterprise integration interfaces to build your connected solution Know what to expect on the day of the review board along with valuable tips and tricks Who this book is for This book is for Salesforce architects who want to design secure, performant, and scalable technical solutions for their organizations and ultimately become Salesforce Certified Technical Architects. A solid understanding of the Salesforce platform is required, ideally combined with three to five years of practical experience as an application architect, system architect, enterprise architect, or solution architect.

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.

Mastering Apex Programming

Author : Paul Battisson
Publisher : Packt Publishing Ltd
ISBN 13 : 1837630429
Total Pages : 394 pages
Book Rating : 4.8/5 (376 download)

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Book Synopsis Mastering Apex Programming by : Paul Battisson

Download or read book Mastering Apex Programming written by Paul Battisson and published by Packt Publishing Ltd. This book was released on 2023-11-29 with total page 394 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advance your Apex programming skills to the next level with best practices, proven techniques, and practical code samples with this updated edition along with the most recent advancements in Apex Key Features Understand the various integration asynchronous processing options in Apex and how to use them to scale you application Learn how to integrate external systems with Apex through both inbound and outbound integrations Profile and improve the performance of your Apex code Book DescriptionApplications 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.What you will learn Understand common Apex mistakes and how to avoid them through best practices Learn how to debug Apex code effectively Discover the different asynchronous Apex options, common use cases, and best practices Extend the capabilities of the Salesforce platform with the power of integrations Parse and manipulate data easily with the use of DataWeave functions Develop custom Apex REST services to allow inbound integrations Profile and improve the performance of your Apex code Who this book is forDevelopers who have basic to intermediate Apex programming knowledge and are interested in mastering Apex programming while exploring the Salesforce.com platform. This book is also ideal for experienced Java or C# developers who are moving to Apex programming for developing apps on the Salesforce platform. Basic Apex programming knowledge is assumed.

Enterprise Integration Patterns

Author : Gregor Hohpe
Publisher : Addison-Wesley
ISBN 13 : 0133065103
Total Pages : 741 pages
Book Rating : 4.1/5 (33 download)

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Book Synopsis Enterprise Integration Patterns by : Gregor Hohpe

Download or read book Enterprise Integration Patterns written by Gregor Hohpe and published by Addison-Wesley. This book was released on 2012-03-09 with total page 741 pages. Available in PDF, EPUB and Kindle. Book excerpt: Enterprise Integration Patterns provides an invaluable catalog of sixty-five patterns, with real-world solutions that demonstrate the formidable of messaging and help you to design effective messaging solutions for your enterprise. The authors also include examples covering a variety of different integration technologies, such as JMS, MSMQ, TIBCO ActiveEnterprise, Microsoft BizTalk, SOAP, and XSL. A case study describing a bond trading system illustrates the patterns in practice, and the book offers a look at emerging standards, as well as insights into what the future of enterprise integration might hold. This book provides a consistent vocabulary and visual notation framework to describe large-scale integration solutions across many technologies. It also explores in detail the advantages and limitations of asynchronous messaging architectures. The authors present practical advice on designing code that connects an application to a messaging system, and provide extensive information to help you determine when to send a message, how to route it to the proper destination, and how to monitor the health of a messaging system. If you want to know how to manage, monitor, and maintain a messaging system once it is in use, get this book.