The Salesforce Business Analyst Handbook

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The Salesforce Business Analyst Handbook

Author : Srini Munagavalasa
Publisher : Packt Publishing Ltd
ISBN 13 : 1801810575
Total Pages : 232 pages
Book Rating : 4.8/5 (18 download)

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Book Synopsis The Salesforce Business Analyst Handbook by : Srini Munagavalasa

Download or read book The Salesforce Business Analyst Handbook written by Srini Munagavalasa and published by Packt Publishing Ltd. This book was released on 2022-11-18 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: Become a proficient Salesforce business analyst with the help of expert recommendations, techniques, best practices, and practical advice Purchase of the print or Kindle book includes a free eBook in the PDF format. Key Features Learn the intricacies and nuances of every stage of a project's implementation Discover real-world examples, tips, and tricks that you can apply to any Salesforce project Overcome the challenges inherent in user interaction and improve your customer experience Book DescriptionSalesforce business analysis skills are in high demand, and there are scant resources to satisfy this demand. This practical guide for business analysts contains all the tools, techniques, and processes needed to create business value and improve user adoption. The Salesforce Business Analyst Handbook begins with the most crucial element of any business analysis activity: identifying business requirements. You’ll learn how to use tacit business analysis and Salesforce system analysis skills to rank and stack all requirements as well as get buy-in from stakeholders. Once you understand the requirements, you’ll work on transforming them into working software via prototyping, mockups, and wireframing. But what good is a product if the customer cannot use it? To help you achieve that, this book will discuss various testing strategies and show you how to tailor testing scenarios that align with business requirements documents. Toward the end, you’ll find out how to create easy-to-use training material for your customers and focus on post-production support – one of the most critical phases. Your customers will stay with you if you support them when they need it! By the end of this Salesforce book, you’ll be able to successfully navigate every phase of a project and confidently apply your new knowledge in your own Salesforce implementations.What you will learn Create a roadmap to deliver a set of high-level requirements Prioritize requirements according to their business value Identify opportunities for improvement in process flows Communicate your solution design via conference room pilots Construct a requirements traceability matrix Conduct user acceptance tests and system integration tests Develop training artifacts so your customers can easily use your system Implement a post-production support model to retain your customers Who this book is forThis book is for intermediate- to senior-level business analysts with a basic understanding of Salesforce CRM software or any CRM technology who want to learn proven business analysis techniques to set their business up for success.

The Business Analyst's Handbook

Author : Howard Podeswa
Publisher : Course Technology
ISBN 13 :
Total Pages : 440 pages
Book Rating : 4.3/5 (243 download)

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Book Synopsis The Business Analyst's Handbook by : Howard Podeswa

Download or read book The Business Analyst's Handbook written by Howard Podeswa and published by Course Technology. This book was released on 2009 with total page 440 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the objectives of this book is to incorporate best practices and standards in to the BA role. While a number of standards and guidelines, such as Business Process Modeling Notation (BPMN), have been incorporated, particular emphasis has been placed on the Business Analysis Body of Knowledge (BABOK), the Information Technology Infrastructure Library (ITIL), and the Unified Modeling Language (UML).

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.

The Enterprise Business Analyst

Author : Kathleen B. Hass PMP
Publisher : Berrett-Koehler Publishers
ISBN 13 : 1567263518
Total Pages : 338 pages
Book Rating : 4.5/5 (672 download)

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Book Synopsis The Enterprise Business Analyst by : Kathleen B. Hass PMP

Download or read book The Enterprise Business Analyst written by Kathleen B. Hass PMP and published by Berrett-Koehler Publishers. This book was released on 2011-10-01 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: Business Analysts: Chart Your Path to Success with Creative Solutions to Complex Business Problems! Business in the 21st century is rife with complexity. To leverage that complexity and guide an organization through these turbulent times, today's business analyst must transition from a tactical, project-focused role to a creative, innovative role. The path to this transition—and the tools to accomplish it—are presented in this new book by acclaimed author Kathleen “Kitty“ Hass. Winner of PMI's David I. Cleland Project Management Literature Award for her book Managing Complex Projects: A New Model, Hass has again written a book that will refocus a discipline. Hass believes that only by confronting and capitalizing on change and complexity—the new “constants” in today's world—can organizations forge ahead. The enterprise business analyst is perfectly positioned to understand the needs of an organization, help it remain competitive, identify creative solutions to complex business problems, bring about innovation, and constantly add value for the customer and revenue to the bottom line. The Enterprise Business Analyst: Developing Creative Solutions to Complex Business Problems offers: • An overview of the current and emerging role of the business analyst • New leadership models for the 21st century • Methods for fostering team creativity • Practices to spark innovation • Strategies for communicating in a complex environment

Business Process Automation with Salesforce Flows

Author : Srini Munagavalasa
Publisher : Packt Publishing Ltd
ISBN 13 : 1835086713
Total Pages : 184 pages
Book Rating : 4.8/5 (35 download)

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Book Synopsis Business Process Automation with Salesforce Flows by : Srini Munagavalasa

Download or read book Business Process Automation with Salesforce Flows written by Srini Munagavalasa and published by Packt Publishing Ltd. This book was released on 2023-12-15 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt: Create seamless and structured workflows that can streamline complicated business processes with this comprehensive BPA book Key Features Explore business processes for automation to add value for your business users Analyze, evaluate, and devise effective ways to implement automation through Salesforce Flows Become an expert in flow orchestration and compose complex business processes using real-world examples, tips, and tricks Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionThe low adoption of most IT projects often stems from a lack of business process automation. While business users get the functionality they need, the excessive manual steps involved in execution impede efficiency. Business Process Automation with Salesforce Flows will address this issue by helping you recognize the need for automation and guiding you through automating such processes. This book starts by quickly exploring various aspects of process automation using Salesforce Flows, covering flow nuts and bolts, flow structure, flow execution order, and different types of flows, as well as troubleshooting techniques to manage your processes using the Flow Builder tool. You’ll then become acquainted with the Flow Orchestration tool, which enables you to compose and orchestrate complex business processes. Through real-world scenarios, you’ll learn how to effectively automate business processes, follow the end-to-end business process flow, automate it using flow orchestration, and learn how to demystify and simplify business process automation. By the end of this book, you’ll be proficient in seamlessly automating your business processes without any hassle.What you will learn Gain insights into gathering business requirements and identifying automation needs Identify opportunities for improving business process flows Translate critical steps in the business process flow and automate them using Flow Builder Identify different types of Salesforce Flows tailored to various scenarios Optimize and troubleshoot Salesforce Flows for increased efficiency Discover ways to implement complex business process automation through flow orchestration Who this book is for This book is for system administrators, technical team members, and business analysts with a solid understanding of the Salesforce CRM software who want to effectively automate business processes using Salesforce Flows. Administrative-level Salesforce experience, along with some technical experience working with automation tools like Workflow, Process Builder, and Flows, will facilitate a better comprehension of the concepts covered in this book.

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 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.

Salesforce Certified Business Analyst Preparation - NEW Edition

Author : G Skills
Publisher : G Skills
ISBN 13 :
Total Pages : 138 pages
Book Rating : 4./5 ( download)

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Book Synopsis Salesforce Certified Business Analyst Preparation - NEW Edition by : G Skills

Download or read book Salesforce Certified Business Analyst Preparation - NEW Edition written by G Skills and published by G Skills. This book was released on with total page 138 pages. Available in PDF, EPUB and Kindle. Book excerpt: Pass the Salesforce Certified Business Analyst exam on your first Try With our New and Exclusive practice questions all new for the updated exam objectives. This New Preparation Book gives you the opportunity to test your level of understanding and gauge your readiness for the Salesforce Certified Business Analyst exam long before the big day. These questions cover 100% of the Salesforce Certified Business Analyst exam's domains and topics and include answers with full explanations and references to help you understand the reasoning and approach for each. In this New & Exclusive book, you will find 120+ practice questions similar to the ones you will find in the official exam. They are based on Salesforce Certified Business Analyst Guide and contains a full explanation of the answers. Our New and Exclusive book two up-to-date practice exams that allows you to simulate the exam day experience and apply your own test-taking strategies with domains given in proportion to the real thing. The online learning environment and practice exams are the perfect way to prepare and make your progress easy to track. For this new Edition, Experts in our team have delivered an all-new question set for the new Salesforce Certified Business Analyst Exam objectives. Our experts are Well-known for their best-selling IT Certifications Official Practice Tests and and now they’ve joined forces again to deliver the same high caliber practice questions for the Salesforce Certified Business Analyst exam. The Salesforce Certified Business Analyst is a 105 minutes long exam. The exam includes 60+ 5 non-scored items. Passing Score: 72% Results: Received immediately. Welcome!

Salesforce Handbook

Author : Wes Nolte
Publisher : Lulu.com
ISBN 13 : 1446108538
Total Pages : 362 pages
Book Rating : 4.4/5 (461 download)

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Book Synopsis Salesforce Handbook by : Wes Nolte

Download or read book Salesforce Handbook written by Wes Nolte and published by Lulu.com. This book was released on 2011-03-01 with total page 362 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is not intended to be a deep-dive on security, programming, reporting, configuration, etc. but more of a high-level overview on salesforce.com, Force.com development, tools, methodology and other resources. We will not cover all aspects of salesforce.com. We wrote this book to (hopefully) become an invaluable resource for anyone new or inexperienced with the Force.com platform. For new administrators and developers coming on to the platform, we see a gaping hole in existing reference books. This book is not intended for end users or advanced developers. This book is for people somewhere in the middle; let's say a business analyst or a new Java or .NET developer. We would like this to be the first book you pick up after your boss walks in and says, "Let's take a look at salesforce.com and see if we can build some applications in the cloud."This book contains the information that we wish we had when we started developing applications on Force.com.

Handbook of Metrics for Research in Operations Management

Author : Aleda V. Roth
Publisher : SAGE
ISBN 13 : 1412954517
Total Pages : 777 pages
Book Rating : 4.4/5 (129 download)

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Book Synopsis Handbook of Metrics for Research in Operations Management by : Aleda V. Roth

Download or read book Handbook of Metrics for Research in Operations Management written by Aleda V. Roth and published by SAGE. This book was released on 2008 with total page 777 pages. Available in PDF, EPUB and Kindle. Book excerpt: Scale. References: Citations for the references used in the summary

Salesforce B2C Solution Architect's Handbook

Author : Mike King
Publisher : Packt Publishing Ltd
ISBN 13 : 1801078750
Total Pages : 464 pages
Book Rating : 4.8/5 (1 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 2024-05-31 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: Design solutions across the Salesforce Customer 360 ecosystem with this definitive guide for Salesforce B2C solution architects, covering B2C Commerce, Service Cloud, Data Cloud, and Marketing Cloud Key Features Create a frictionless customer experience and a unified view of all touchpoints Avoid expensive rework by getting your architecture right the first time Use real-world scenarios and best practices to prepare for the B2C Solution Architect certification exam Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionIn today’s competitive landscape, the ability to create a unified view of the customer and turn data into actionable insights is a game-changer for businesses. 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. The book will guide you through the tools, techniques, and scenarios needed to confidently tackle the B2C Solution Architect exam. You’ll start by building a robust understanding of each component within the Customer 360 ecosystem, diving into their capabilities, data models, and governance structures. 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. By the end of this journey, you’ll not only be prepared to ace the exam but also to excel as a Salesforce B2C Solution Architect, ready to shape the future of customer engagement. What you will learn Explore key Customer 360 products and their integration options Choose the best integration architecture to unify data and experiences Plan for requirements, design choices, and implementation sequences Architect a single view of the customer to support service, marketing, and commerce Integrate Customer 360 solutions into a single-source-of-truth solution Orchestrate data and user flows to support functionality from multiple components Understand the capabilities and design considerations for Data Cloud Prepare for the B2C Solution Architect exam 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 Salesforce technical architects, application/functional architects, integration architects, enterprise architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you should understand the fundamentals of data integration, APIs, and connected systems in general, along with knowledge of the basics of business-to-consumer (B2C) customer experiences.

Salesforce CRM – The Definitive Admin Handbook - Third Edition

Author : Paul Goodey
Publisher : Packt Publishing Ltd
ISBN 13 : 1784391484
Total Pages : 481 pages
Book Rating : 4.7/5 (843 download)

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

Download or read book Salesforce CRM – The Definitive Admin Handbook - Third Edition written by Paul Goodey and published by Packt Publishing Ltd. This book was released on 2015-01-30 with total page 481 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.

Cloud Computing Using Salesforce

Author : Ashwini Kumar Raj
Publisher : BPB Publications
ISBN 13 : 9389898447
Total Pages : 650 pages
Book Rating : 4.3/5 (898 download)

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Book Synopsis Cloud Computing Using Salesforce by : Ashwini Kumar Raj

Download or read book Cloud Computing Using Salesforce written by Ashwini Kumar Raj and published by BPB Publications. This book was released on 2021-01-02 with total page 650 pages. Available in PDF, EPUB and Kindle. Book excerpt: Design customized software solutions using the Salesforce Application Development services. KEY FEATURES ● Get an overview of Salesforce ● Understand the Design and Data Process ● Automate Business Process using Salesforce tools ● Study up on Security & Data Management in Salesforce ● Learn how to write code on the Salesforce Platform DESCRIPTION This book enables you to use Salesforce as per your business needs. You will get an overview of all the aspects and features of Salesforce. Following the introduction, the book focuses on how to design an app. You will then learn how to use the Salesforce Data Process and Security Architecture in the app design. Moving on, you will understand how to use force.com to customize the UI and automate the process. Lastly, you will learn how to deploy and debug the app. If you are planning to get a PD1(Platform Developer 1), Admin, or App builder certification, this book is for you. WHAT YOU WILL LEARN ● Get to know more about the Lightning Experience Unit ● Learn how to develop reports and dashboards in Salesforce ● Get familiar with the basics of Salesforce Apex Coding and Programming ● Learn how to use Custom Controllers and Controller Extensions in Salesforce ● Learn how to integrate Email services in Salesforce WHO THIS BOOK IS FOR This book is designed for Computer Science students who want to learn Salesforce. It is also for Salesforce Admins, who wants to explore the coding part of Salesforce. This book will also help professionals to clear PD1(Platform Developer 1), Admin, and App builder certification. TABLE OF CONTENTS 1. Introduction to Cloud Computing 2. Salesforce Fundamentals 3. Introduction to Salesforce Lightning Interface 4. Introduction to CRM 5. Organisational Set up 6. Designing Applications on Force.com 7. Implementing Business Processes 8. Data Management 9. Data Analytics - Reports & Dashboards 10. SECURITY AND ACCESS 11. Introduction to Chatter 12. Mobile Administration 13. Programming with Apex 14. Use SOQL & SOSL 15. DML Essentials 16. Trigger Essential 17. Creating Visualforce Pages 18. Working with Custom Controllers and Controller Extensions 19. More Customization Less Programming 20. Testing Essentials 21. Scheduler, Batch, Email Service, Integration 22. Debugging & Deployment

Salesforce CRM Administration Handbook

Author : Krzysztof Nowacki
Publisher : Packt Publishing Ltd
ISBN 13 : 183508186X
Total Pages : 328 pages
Book Rating : 4.8/5 (35 download)

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Book Synopsis Salesforce CRM Administration Handbook by : Krzysztof Nowacki

Download or read book Salesforce CRM Administration Handbook written by Krzysztof Nowacki and published by Packt Publishing Ltd. This book was released on 2024-04-30 with total page 328 pages. Available in PDF, EPUB and Kindle. Book excerpt: Master the core concepts of Salesforce administration and gain a holistic understanding of the SF ecosystem that will also help you prepare for the Salesforce certification exam Key Features Understand Salesforce architecture and security model Integrate Flow Builder with other Salesforce components for seamless automation Understand how to create and manage approval workflows in Salesforce Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionDo you aspire to be a successful Salesforce administrator or consultant? If yes, then this step-by-step guide is for you. Written by certified Salesforce professionals, the Salesforce CRM Administration Handbook will take you through the intricacies of Salesforce, covering objects, records, automation, and much more while also prepping you for the Salesforce certification exam. Starting with an overview of the capabilities and limitations of Salesforce, you’ll progress toward a holistic understanding of system architecture with real-world examples, including workarounds that enable the successful completion of projects. As you delve deeper, you’ll learn about the fundamental concepts of a CRM system, its purpose, and the pivotal role of an administrator in the Salesforce lifecycle. You’ll also explore the basic structures of the entire Salesforce system and navigate confidently through the intricacies of security, automation, and reporting in the Sales/Service Cloud. By the end of this book, you’ll have the confidence you need to navigate Salesforce’s backend seamlessly, implement configuration changes effortlessly, and communicate fluently in Salesforce terminology.What you will learn Discover strategies to stay up-to-date with Salesforce releases Integrate Salesforce products seamlessly to meet diverse business needs Explore Sales and Service Cloud and its transformative impact on sales and customer support operations Master opportunity management for successful deal closures and pipeline forecasting Understand Salesforce Orgs, managing users, settings, and customization Explore data import and export methods and data mapping Discover best practices, mock tests, and valuable tips and tricks to prepare for Salesforce certification Who this book is for This book is for aspiring Salesforce administrators and consultants looking to build a solid foundation in Salesforce products, system setup, and customization as well as advance their careers within the Salesforce ecosystem. It’s also a great resource for those preparing to take the Salesforce ADM 201 certification exam, as it serves as an excellent supplement to the existing learning materials.

The B2B Social Media Book

Author : Kipp Bodnar
Publisher : John Wiley & Sons
ISBN 13 : 1118214307
Total Pages : 216 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The B2B Social Media Book by : Kipp Bodnar

Download or read book The B2B Social Media Book written by Kipp Bodnar and published by John Wiley & Sons. This book was released on 2011-12-20 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advance your B2B marketing plans with proven social media strategies Learn social media's specific application to B2B companies and how it can be leveraged to drive leads and revenue. B2B marketers are undervalued and under appreciated in many companies. Social media and online marketing provide the right mix of rich data and reduction in marketing expenses to help transform a marketer into a superstar. The B2B Social Media Book provides B2B marketers with actionable advice on leveraging blogging, LinkedIn, Twitter, Facebook and more, combined with key strategic imperatives that serve as the backbone of effective B2B social media strategies. This book serves as the definitive reference for B2B marketers looking to master social media and take their career to the next level. Describes a methodology for generating leads using social media Details how to create content offers that increase conversion rates and drive leads from social media Offers practical advice for incorporating mobile strategies into the marketing mix Provides a step-by-step process for measuring the return on investment of B2B social media strategies The B2B Social Media Book will help readers establish a strong social media marketing strategy to generate more leads, become a marketing superstar in the eye of company leaders, and most importantly, contribute to business growth.

Successful Business Analysis Consulting

Author : Karl Wiegers
Publisher : Business Analysis Professional
ISBN 13 : 9781604271683
Total Pages : 0 pages
Book Rating : 4.2/5 (716 download)

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Book Synopsis Successful Business Analysis Consulting by : Karl Wiegers

Download or read book Successful Business Analysis Consulting written by Karl Wiegers and published by Business Analysis Professional. This book was released on 2019 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This volume in the Business Analysis Professional Development Series by renowned expert and best-selling author, Karl Wiegers, and a group of noteworthy contributors, provides experienced, advanced-level business analysis and project management practitioners with proven strategies and tips for making the successful transition from highly respected internal expert to a fulfilling and financially rewarding career in consulting. Key Features: Addresses how to effectively lay the foundation and structure of your consulting business; how to deal with or avoid the many pitfalls of working outside the corporate world and working remotely from home; and how to balance life, family, and work Presents a list of next steps at the end of each chapter with actions you can take immediately to begin applying the guidance and tips provided Furnishes valuable strategies and tips for such essentials as setting rates for your services, invoicing, purchasing appropriate insurance, establishing important business rules or policies, managing your finances and taxes, and other administrative aspects of your consultancy Articulates how to market your services, land both new and repeat business, negotiate deals, and craft written agreements with clients Describes how to establish multiple revenue streams, ways to leverage your work to develop sources of passive income, and some important issues of copyright, fair use, and managing and protecting your valuable intellectual property Provides sample checklists to help you keep all the activities you will be juggling as a consultant under control Identifies effective techniques for engaging clients in various situations, as well as warning signs about clients who can cause you headaches and how to deal with them Supplies solutions to a wide variety of problems and challenges of the consulting world, contributed by a group of noteworthy independent consultants with diverse experiences Discusses other common consultant activities that can generate a steady flow of revenue such as training, presenting at conferences, and other public speaking, and provides guidance and tips for delivering effective presentations with confidence Offers strategies and tips pertaining to partnering with other consultants on larger projects and how to make such arrangements work Examines the value of participating in professional associations and pursuing relevant professional certifications as a way to market your services and attract new clients and opportunities Explores the benefits of writing white papers and articles for magazines, journals, websites, and blogs as a means to simultaneously share your knowledge with the world and market your expertise to prospective clients Elaborates on the process and value of writing a book in the area in which you consult, how to get it published and distributed by a reputable publishing company that can reach your market, how to co-author a book effectively, and how a good selling book can be a powerful tool for getting clients and building your business WAV offers downloadable templates for consulting, writing, speaking, and licensing agreements, and checklists and forms to help you plan and manage your consulting business--available from the Web Added Value(TM) Download Resource Center at www.jrosspub.com

Salesforce Platform App Builder Certification Guide

Author : Paul Goodey
Publisher : Packt Publishing Ltd
ISBN 13 : 1800208839
Total Pages : 412 pages
Book Rating : 4.8/5 (2 download)

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Book Synopsis Salesforce Platform App Builder Certification Guide by : Paul Goodey

Download or read book Salesforce Platform App Builder Certification Guide written by Paul Goodey and published by Packt Publishing Ltd. This book was released on 2020-11-13 with total page 412 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get up to speed with the essential concepts and techniques necessary to prepare for the Salesforce Platform App Builder certification exam Key FeaturesPrepare for the Salesforce Platform App Builder certification exam by exploring important concepts and expert tips and techniquesDesign the data model, user interface, business logic, and security for custom appsUnderstand the key milestones and considerations when managing an application lifecycleBook Description Do you want to be able to confidently design and build apps that support business processes within the Lightning Platform? Salesforce Platform App Builder Certification Guide not only helps you to do this, but also prepares you for the certification exam. The book starts by describing the core capabilities of the Lightning Platform. You'll learn techniques for data modeling to design, build, and deploy apps without writing code and achieve rapid results with the declarative capabilities that the Lightning Platform provides. Next, you'll explore utilities for importing and exporting data and the features available in the Lightning Platform to restrict and extend access to objects, fields, and records. You'll also be able to customize the Salesforce Lightning Experience user interface (UI) and build functionality for custom buttons, links, and actions. Later, this certification study guide will take you through reporting and the social and mobile features of the Lightning Platform. Finally, you'll get to grips with Salesforce build environments and deployment options. By the end of this Salesforce book, you'll not only have learned how to build data models, enforce data security, and implement business logic and process automation, but also have gained the confidence to pass the Platform App Builder exam and achieve Salesforce certification. What you will learnExplore the core features of the Lightning PlatformDesign and build an appropriate data model for a given scenarioIdentify the Lightning Platform's features and capabilitiesCustomize the Salesforce Lightning Experience UIImplement business logic and process automationIdentify the capabilities of declarative customizationWho this book is for This book is for beginners and aspiring developers who want to learn how to build apps on the Salesforce Platform or pass the Salesforce Platform App Builder certification exam. Salesforce administrators and existing Salesforce Lightning Platform developers looking to learn more about the declarative, non-programmatic app building capabilities of the Salesforce Lightning Platform will also find this book useful.