Becoming a Salesforce Certified Technical Architect Book

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Becoming a Salesforce Certified Technical Architect

By Tameem Bahri
  • ISBN Code: : 1800565283
  • Publisher : Packt Publishing Ltd
  • Pages : 628
  • Category : Computers
  • Reads : 207
  • Book Compatibility : Pdf, ePub, Mobi, Kindle
  • Pdf : becoming-a-salesforce-certified-technical-architect.pdf

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 Description Salesforce 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. Table of Contents • Starting Your Journey as a CTA • Core Architectural Concepts - Data • Core Architectural Concepts - Integration and Cryptography • Core Architectural Concepts - Identity and Access Management • Developing a Scalable System Architecture • Formulating a Secure Architecture in Salesforce • Designing a Scalable Salesforce Data Architecture • Creating a Lean Solution Architecture • Forging an Integrated Solution • Development Life Cycle and Deployment Planning • Communicating and Socialising Your Solution • Practice the Review Board - First Mock (N.B. Please use the Look Inside option to see further chapters)

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  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Packt Publishing Ltd
  • Book Code : 183864783X
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Book Short Summary:

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  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Packt Publishing Ltd
  • Book Code : 1800207573
  • Total of Pages : 608
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  • Pdf File: hands-on-low-code-application-development-with-salesforce.pdf

Book Short Summary:

Explore a wide range of low-code tools in the Salesforce platform for building customized CRM applications without writing any code Key FeaturesCreate apps with a rich user experience without paying for costly developersLeverage Salesforce Lightning Platform’s declarative features to build professional-grade applicationsImprove productivity with business process automation using Workflow, Process Builder, and FlowBook Description Low-code platforms allow users to focus on business logic to create solutions without getting trapped in programming complexities. Thanks to its powerful features for designing, developing, and deploying apps without having to hand-code, Salesforce is at the forefront of the low-code development revolution. This book will guide you in building creative applications for solving your business problems using the declarative framework provided by Salesforce. You’ll start by learning how to design your business data model with custom objects, fields, formulas, and validation rules, all secured by the Salesforce security model. You’ll then explore tools such as Workflow, Process Builder, Lightning Flow, and Actions that will help you to automate your business processes with ease. This book also shows you how to use Lightning App Builder to build personalized UIs for your Salesforce applications, explains the value of creating community pages for your organization, and teaches you how to customize them with Experience Builder. Finally, you'll work with the sandbox model, deploy your solutions, and deliver an effective release management strategy. By the end of this Salesforce book, you’ll be ready to customize Salesforce CRM to meet your business requirements by creating unique solutions without writing a single line of code. What you will learnGet to grips with the fundamentals of data modeling to enhance data qualityDeliver dynamic configuration capabilities using custom settings and metadata typesSecure your data by implementing the Salesforce security modelCustomize Salesforce applications with Lightning App BuilderCreate impressive pages for your community using Experience BuilderUse Data Loader to import and export data without writing any codeEmbrace the Salesforce Ohana culture to share knowledge and learn from the global Salesforce communityWho this book is for If you are a citizen developer, business analyst, Salesforce administrator, or anyone interested in developing applications or solutions for business problems but lack technical knowledge, this book is for you. No prior programming experience is required.

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  • Pdf File: 97-things-every-cloud-engineer-should-know.pdf

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  • Publisher : Packt Publishing Ltd
  • Book Code : 1800204337
  • Total of Pages : 368
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  • Pdf File: mastering-apex-programming.pdf

Book Short Summary:

Get to grips with the advanced features of Apex programming for Salesforce developers using this comprehensive guide Key FeaturesDiscover how to build reliable applications with Apex by avoiding common mistakes and pitfallsLearn how to use the different asynchronous programming tools in ApexProfile and improve the performance of your Apex codeBook Description As applications built on the Salesforce platform are now a key part of many organizations, developers are shifting focus to Apex, Salesforce’s proprietary programming language. As a Salesforce developer, it is important to understand the range of tools at your disposal, how and when to use them, and best practices for working with Apex. Mastering Apex Programming will help you explore the advanced features of Apex programming and guide you in delivering robust solutions that scale. This book starts by taking you through common Apex mistakes, debugging, exception handling, and testing. You'll then discover different asynchronous Apex programming options and develop custom Apex REST web services. The book shows you how to define and utilize Batch Apex, Queueable Apex, and Scheduled Apex using common scenarios before teaching you how to define, publish, and consume platform events and RESTful endpoints with Apex. Finally, you'll learn how to profile and improve the performance of your Apex application, including architecture trade-offs. With code examples used to facilitate discussion throughout, by the end of the book, you'll have developed the skills needed to build robust and scalable applications in Apex. What you will learnUnderstand common coding mistakes in Apex and how to avoid them using best practicesFind out how to debug a Salesforce Apex application effectivelyExplore different asynchronous Apex options and their common use casesDiscover tips to work effectively with platform eventsDevelop custom Apex REST services to allow inbound integrationsBuild complex logic and processes on the Salesforce platformWho this book is for This book is for Salesforce developers who are interested in mastering Apex programming skills. You’ll also find this book helpful if you’re an experienced Java or C# developer looking to switch to Apex programming for developing apps on the Salesforce platform. Basic Apex programming knowledge is essential to understand the concepts covered.

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  • Pdf File: business-process-management-design-guide.pdf

Book Short Summary:

IBM® Business Process Manager (IBM BPM) is a comprehensive business process management (BPM) suite that provides visibility and management of your business processes. IBM BPM supports the whole BPM lifecycle approach: Discover and document Plan Implement Deploy Manage Optimize Process owners and business owners can use this solution to engage directly in the improvement of their business processes. IBM BPM excels in integrating role-based process design, and provides a social BPM experience. It enables asset sharing and creating versions through its Process Center. The Process Center acts as a unified repository, making it possible to manage changes to the business processes with confidence. IBM BPM supports a wide range of standards for process modeling and exchange. Built-in analytics and search capabilities help to further improve and optimize the business processes. This IBM Redbooks® publication provides valuable information for project teams and business people that are involved in projects using IBM BPM. It describes the important design decisions that you face as a team. These decisions invariably have an effect on the success of your project. These decisions range from the more business-centric decisions, such as which should be your first process, to the more technical decisions, such as solution analysis and architectural considerations.

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  • Pdf File: aws-for-solutions-architects.pdf

Book Short Summary:

Apply cloud design patterns to overcome real-world challenges by building scalable, secure, highly available, and cost-effective solutions Key FeaturesApply AWS Well-Architected Framework concepts to common real-world use casesUnderstand how to select AWS patterns and architectures that are best suited to your needsEnsure the security and stability of a solution without impacting cost or performanceBook Description One of the most popular cloud platforms in the world, Amazon Web Services (AWS) offers hundreds of services with thousands of features to help you build scalable cloud solutions; however, it can be overwhelming to navigate the vast number of services and decide which ones best suit your requirements. Whether you are an application architect, enterprise architect, developer, or operations engineer, this book will take you through AWS architectural patterns and guide you in selecting the most appropriate services for your projects. AWS for Solutions Architects is a comprehensive guide that covers the essential concepts that you need to know for designing well-architected AWS solutions that solve the challenges organizations face daily. You'll get to grips with AWS architectural principles and patterns by implementing best practices and recommended techniques for real-world use cases. The book will show you how to enhance operational efficiency, security, reliability, performance, and cost-effectiveness using real-world examples. By the end of this AWS book, you'll have gained a clear understanding of how to design AWS architectures using the most appropriate services to meet your organization's technological and business requirements. What you will learnRationalize the selection of AWS as the right cloud provider for your organizationChoose the most appropriate service from AWS for a particular use case or projectImplement change and operations managementFind out the right resource type and size to balance performance and efficiencyDiscover how to mitigate risk and enforce security, authentication, and authorizationIdentify common business scenarios and select the right reference architectures for themWho this book is for This book is for application and enterprise architects, developers, and operations engineers who want to become well-versed with AWS architectural patterns, best practices, and advanced techniques to build scalable, secure, highly available, and cost-effective solutions in the cloud. Although existing AWS users will find this book most useful, it will also help potential users understand how leveraging AWS can benefit their organization.

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  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Packt Publishing Ltd
  • Book Code : 178712231X
  • Total of Pages : 458
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  • Members : 808
  • Pdf File: learning-salesforce-lightning-application-development.pdf

Book Short Summary:

Build, design, and style beautiful and informative applications on the Salesforce Lightning platform Key Features Build and Test Lightning Components that enhance application usability and adaptability Apply Security Best Practices to your Custom Lightning Components Design Lightning Components for Salesforce UIs such as Lightning Pages, Salesforce 1 Application, Communities, and more. Book Description Built on the Salesforce App Cloud, the new Salesforce Lightning Experience combines three major components: Lightning Design System, Lightning App Builder, and Lightning Components, to provide an enhanced user experience. This book will enable you to quickly create modern, enterprise apps with Lightning Component Framework. You will start by building simple Lightning Components and understanding the Lightning Components architecture. The chapters cover the basics of Lightning Component Framework semantics and syntax, the security features provided by Locker Service, and use of third-party libraries inside Lightning Components. The later chapters focus on debugging, performance tuning, testing using Lightning Testing Services, and how to publish Lightning Components on Salesforce AppExchange. What you will learn Understand Lightning Components architecture Learn Locker security best practices Debug and Improve performance of your Lightning Components Use third-party libraries along with Lightning Component Framework Learn how to publish Lightning Components on AppExchange Use Lightning Out to take your Lightning Components outside the Salesforce platform Who this book is for This book is for Salesforce developers or developers from other platforms who are familiar with HTML, CSS, and JavaScript and want to build and test Salesforce Lightning components. No knowledge of Salesforce Lightning is required.

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By Paul Goodey
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  • Publisher : Packt Publishing Ltd
  • Book Code : 1800208839
  • Total of Pages : 412
  • Category : Computers
  • Members : 953
  • Pdf File: salesforce-platform-app-builder-certification-guide.pdf

Book Short Summary:

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.

Natural Language Processing with AWS AI Services

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  • Publisher : Packt Publishing Ltd
  • Book Code : 1801815488
  • Total of Pages : 508
  • Category : Computers
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  • Pdf File: natural-language-processing-with-aws-ai-services.pdf

Book Short Summary:

Work through interesting real-life business use cases to uncover valuable insights from unstructured text using AWS AI services Key FeaturesGet to grips with AWS AI services for NLP and find out how to use them to gain strategic insightsRun Python code to use Amazon Textract and Amazon Comprehend to accelerate business outcomesUnderstand how you can integrate human-in-the-loop for custom NLP use cases with Amazon A2IBook Description Natural language processing (NLP) uses machine learning to extract information from unstructured data. This book will help you to move quickly from business questions to high-performance models in production. To start with, you'll understand the importance of NLP in today's business applications and learn the features of Amazon Comprehend and Amazon Textract to build NLP models using Python and Jupyter Notebooks. The book then shows you how to integrate AI in applications for accelerating business outcomes with just a few lines of code. Throughout the book, you'll cover use cases such as smart text search, setting up compliance and controls when processing confidential documents, real-time text analytics, and much more to understand various NLP scenarios. You'll deploy and monitor scalable NLP models in production for real-time and batch requirements. As you advance, you'll explore strategies for including humans in the loop for different purposes in a document processing workflow. Moreover, you'll learn best practices for auto-scaling your NLP inference for enterprise traffic. Whether you're new to ML or an experienced practitioner, by the end of this NLP book, you'll have the confidence to use AWS AI services to build powerful NLP applications. What you will learnAutomate various NLP workflows on AWS to accelerate business outcomesUse Amazon Textract for text, tables, and handwriting recognition from images and PDF filesGain insights from unstructured text in the form of sentiment analysis, topic modeling, and more using Amazon ComprehendSet up end-to-end document processing pipelines to understand the role of humans in the loopDevelop NLP-based intelligent search solutions with just a few lines of codeCreate both real-time and batch document processing pipelines using PythonWho this book is for If you're an NLP developer or data scientist looking to get started with AWS AI services to implement various NLP scenarios quickly, this book is for you. It will show you how easy it is to integrate AI in applications with just a few lines of code. A basic understanding of machine learning (ML) concepts is necessary to understand the concepts covered. Experience with Jupyter notebooks and Python will be helpful.

A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Seventh Edition and The Standard for Project Management (BRAZILIAN PORTUGUESE)

By Project Management Institute Project Management Institute
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Project Management Institute
  • Book Code : 1628256885
  • Total of Pages : 368
  • Category : Business & Economics
  • Members : 215
  • Pdf File: a-guide-to-the-project-management-body-of-knowledge.pdf

Book Short Summary:

PMBOK&® Guide is the go-to resource for project management practitioners. The project management profession has significantly evolved due to emerging technology, new approaches and rapid market changes. Reflecting this evolution, The Standard for Project Management enumerates 12 principles of project management and the PMBOK&® Guide &– Seventh Edition is structured around eight project performance domains.This edition is designed to address practitioners' current and future needs and to help them be more proactive, innovative and nimble in enabling desired project outcomes.This edition of the PMBOK&® Guide:•Reflects the full range of development approaches (predictive, adaptive, hybrid, etc.);•Provides an entire section devoted to tailoring the development approach and processes;•Includes an expanded list of models, methods, and artifacts;•Focuses on not just delivering project outputs but also enabling outcomes; and• Integrates with PMIstandards+™ for information and standards application content based on project type, development approach, and industry sector.

The Big Book of Dashboards

By Steve Wexler,Jeffrey Shaffer,Andy Cotgreave
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : John Wiley & Sons
  • Book Code : 1119282780
  • Total of Pages : 448
  • Category : Business & Economics
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  • Pdf File: the-big-book-of-dashboards.pdf

Book Short Summary:

The definitive reference book with real-world solutions you won't find anywhere else The Big Book of Dashboards presents a comprehensive reference for those tasked with building or overseeing the development of business dashboards. Comprising dozens of examples that address different industries and departments (healthcare, transportation, finance, human resources, marketing, customer service, sports, etc.) and different platforms (print, desktop, tablet, smartphone, and conference room display) The Big Book of Dashboards is the only book that matches great dashboards with real-world business scenarios. By organizing the book based on these scenarios and offering practical and effective visualization examples, The Big Book of Dashboards will be the trusted resource that you open when you need to build an effective business dashboard. In addition to the scenarios there's an entire section of the book that is devoted to addressing many practical and psychological factors you will encounter in your work. It's great to have theory and evidenced-based research at your disposal, but what will you do when somebody asks you to make your dashboard 'cooler' by adding packed bubbles and donut charts? The expert authors have a combined 30-plus years of hands-on experience helping people in hundreds of organizations build effective visualizations. They have fought many 'best practices' battles and having endured bring an uncommon empathy to help you, the reader of this book, survive and thrive in the data visualization world. A well-designed dashboard can point out risks, opportunities, and more; but common challenges and misconceptions can make your dashboard useless at best, and misleading at worst. The Big Book of Dashboards gives you the tools, guidance, and models you need to produce great dashboards that inform, enlighten, and engage.

The Perfect SalesForce

By Derek Gatehouse
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Penguin
  • Book Code : 1101191651
  • Total of Pages : 288
  • Category : Business & Economics
  • Members : 671
  • Pdf File: the-perfect-salesforce.pdf

Book Short Summary:

How any company can build an incredibly effective salesforce by learning from the best in the world Despite billions spent every year on personality profiling, sales training, motivational experts, coaches, and incentives, there’s never been a proven formula for building a salesforce of top performers. Finding such a “holy grail” of sales has been Derek Gatehouse’s obsession for decades. To identify what makes a top-producing salesperson—the kind who sells four times more than everyone else—and why some sales teams have a high percentage of top producers, he interviewed more than two thousand executives in many different industries. His findings challenge the conventional wisdom about hiring, training, managing, and rewarding a sales team. Gatehouse has tested virtually every personality assessment tool, sales process, training methodology, and management system available, only to conclude that the vast majority of those systems don’t raise performance in a lasting way. Instead, the world’s greatest sales teams share six simple but critical practices. For instance, they all: Hire for talent, not skill or even experience Blend positive and negative motivators Measure results instead of micromanaging process The book features dozens of anecdotes and clear lessons for any company seeking dramatic improvement in its sales performance.

Salesforce CRM

By Paul Goodey
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Packt Publishing Ltd
  • Book Code : 1782170537
  • Total of Pages : 426
  • Category : Computers
  • Members : 171
  • Pdf File: salesforce-crm.pdf

Book Short Summary:

A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease.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 admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and by the end of the book, you should be ready to administer Salesforce CRM in a real-world environment.

Business Architecture

By Jonathan Whelan,Graham Meaden
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Routledge
  • Book Code : 1317170652
  • Total of Pages : 304
  • Category : Business & Economics
  • Members : 217
  • Pdf File: business-architecture.pdf

Book Short Summary:

Organizations today exist in an environment of unprecedented change. They do so against a backdrop of a global, competitive marketplace, the fast-paced enablement of technology, amplified regulation and accelerating organizational complexity. Many organizations are addressing change in a sub-optimal way and they are operating without a clear view of where their operational risks lie. It is these dynamics that are leading organizations to recognise and embrace Business Architecture. Despite this environment, Business Architecture can be a difficult ’sell’ - it is often perceived to be abstract and lacking in tangible delivery. To succeed, Business Architecture must be pragmatic and, to be sustainable, it must focus on achieving long-term value and, at the same time, recognise the shorter-term tactical needs of the organisation. With these challenges in mind, this book provides a practical guide on how to employ Business Architecture and how to build a balanced proposition that delivers value to a broad range of stakeholders. As the book states, Business Architecture should not be practised in isolation, nor should it be thought of as a one-off process; it needs to be woven into the fabric of the organization. And so the authors illustrate the opportunities for weaving the Business Architecture Practice into this fabric through the various stakeholders and life cycles that exist, both formally and informally, within an organization. Whilst recognizing best practice, this book explores a new, inspirational level of Business Architecture whilst acknowledging that the best way to realize the vision is one step at a time.

Entrepreneur to Author

By Scott A. MacMillan
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Grammar Factory Publishing
  • Book Code : 1989737013
  • Total of Pages : 384
  • Category : Language Arts & Disciplines
  • Members : 575
  • Pdf File: entrepreneur-to-author.pdf

Book Short Summary:

Small business owners are struggling to stand out in authority-driven fields. They’re losing deals to the competition, getting ignored by the media, and missing out on partnerships that could change the trajectory of their business. Increasingly, entrepreneurs realize that authorship can help by building authority, generating quality leads, and providing IP that lets them efficiently scale their business. But most aren’t confident in their ability to become an author…until now. In Entrepreneur to Author, you’ll learn: The secret to a book strategy that’s in lock-step with your business strategy How to efficiently plan, write, test, and refine a high-quality manuscript so you can tend to your business, family, and personal priorities The ins and outs of getting your book published, including publishing models, costs, book formats, and distribution channels The foundational strategy for building authority and the three monetization strategies you can use to grow your business with your book Using analytical, business-minded concepts, you’ll gain confidence in your ability to become an outstanding first-time author, and in your book’s ability to build your authority and grow your business in a way that scales up without burning you out. If you're an ambitious entrepreneur, business leader, or subject-matter expert whose business success depends on your personal authority and professional credibility, then Entrepreneur to Author is your strategy guide to building authority and growing your business through writing and publishing.

Development with the Force.com Platform

By Jason Ouellette
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Pearson Education
  • Book Code : 0132684977
  • Total of Pages : 496
  • Category : Computers
  • Members : 787
  • Pdf File: development-with-the-force-com-platform.pdf

Book Short Summary:

Build Powerful, Scalable, Cloud-Based Enterprise Solutions Fast with the Newest Version of Force.com Using Force.com, you can build enterprise applications with world-class value, scalability, and reliability--and do it in days or weeks, not months or years. In this book, top Force.com developer Jason Ouellette offers all the technical guidance and sample code you’ll need to get outstanding results with the newest version of Force.com. Drawing on his experience building three of the world’s top ten Force.com applications, Jason Ouellette walks you through the entire project lifecycle, from identifying potential applications to prototyping, coding, and deployment. Throughout, he offers practical insights you won’t find in Salesforce.com’s documentation--or anywhere else. This edition thoroughly covers Force.com’s most powerful new improvements, including Batch Apex, Chatter, Adobe Flex and XML support, and the Force.com Free Edition. Throughout, Ouellette covers all you need to know about user interfaces, database design, workflow, analytics, security, and much more. All his code samples can be run and adapted using a no-cost Force.com Developer Edition account. Learn how Force.com provides customizable business application infrastructure and what makes it unique Master the Force.com database and configure its built-in security features Use advanced business logic, including Batch Apex, managed sharing, and metadata queries Build intuitive user interfaces with Visualforce and extend them with JavaScript, Adobe Flex, or Force.com Sites Master Force.com’s options for seamlessly integrating existing systems and choose the right alternative for your project Create flexible reports and display them in dashboards Deliver applications in multiple languages and support multiple currencies Add social media features with Force.com’s new Chatter collaboration tools

Accelerating Nonprofit Impact with Salesforce

By Melissa Hill Dees
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Packt Publishing Ltd
  • Book Code : 1801070326
  • Total of Pages : 320
  • Category : Computers
  • Members : 525
  • Pdf File: accelerating-nonprofit-impact-with-salesforce.pdf

Book Short Summary:

Drive digital transformation for nonprofits with well-organized volunteer management, donor engagement, fundraising, and grantmaking using the intelligent and powerful capabilities of Salesforce Nonprofit Cloud Key FeaturesImplement NPSP modules to scale varied business operations in nonprofitsAdminister and automate business processes and tasks with NPSP for nonprofitsCustomize and extend the standard functionalities of Nonprofit Cloud and NPSP as per client needs, resources, and critical outcomesBook Description Salesforce Nonprofit Cloud enables a 360-degree view of people related to your nonprofit to connect fundraising, program management, and grantmaking. With a single, unified view of every interaction with constituents, nonprofits can create strong relationships with the community and streamline internal processes. The book starts by covering the tools and features that make up Nonprofit Cloud, helping you understand their standard functionalities and how Nonprofit Success Pack's (NPSP) data architecture is critical to implementation. You'll learn how the Nonprofit Cloud Program Management Module can connect your programs, automate case management, and track client progress. Next, you'll explore the tools for creating a change management process to increase user adoption. Moving ahead, you'll understand how to configure necessary permissions for NPSP administration and explore how declarative tools help better align the goals of a nonprofit organization. Toward the concluding chapters, you'll cover customizations, deployment, custom reports, and dashboards for fundraising analytics, as well as best practices for data management to maintain its integrity. By the end of this Salesforce book, you'll be able to build and configure the Nonprofit Cloud for a variety of use cases to achieve maximum social impact with the least amount of technical debt. What you will learnImplement various components and modules in Nonprofit CloudImplement tools for grantmaking, program management, and case managementExtend the standard functionalities of Nonprofit Cloud and NPSPIdentify and use success metrics to prioritize goals and outcomes for implementationExplore the tools that Nonprofit Cloud offers for testing and deploymentBuild custom reports and dashboards for NPSP and use Tableau dashboard starters for fundraising analyticsUnderstand best practices for data management to maintain data accuracy and data integrityWho this book is for This book is for technical consultants, functional consultants, and Salesforce architects who are working with nonprofit organizations and want to implement different functionalities within Nonprofit Cloud and NPSP optimally for business processes and tasks in their organizations. Salesforce administrator skills and overall proficiency with Salesforce are required to get the most out of this book.

Automating Salesforce Marketing Cloud

By Greg Gifford,Jason Hanshaw,Guilda Hilaire
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Packt Publishing Ltd
  • Book Code : 180324464X
  • Total of Pages : 456
  • Category : Computers
  • Members : 544
  • Pdf File: automating-salesforce-marketing-cloud.pdf

Book Short Summary:

Make the most of Salesforce Marketing Cloud through automation and increase your productivity on the platform without adding any extra resources Key FeaturesIncrease your knowledge of automation theory and the applications of SFMCExplore automation with SFMC and its capabilities beyond general usageUnderstand the automation features and integrations of SFMC to use the platform from outside the user interface (UI) for maximum efficiencyBook Description Salesforce Marketing Cloud (SFMC) allows you to use multiple channels and tools to create a 1:1 marketing experience for your customers and subscribers. Through automation and helper tasks, you can greatly increase your productivity while also reducing the level of effort required in terms of volume and frequency. Automating Salesforce Marketing Cloud starts by discussing what automation is generally and then progresses to what automation is in SFMC. After that, you'll focus on how to perform automation inside of SFMC all the way to fully running processes and capabilities from an external service. Later chapters explore the benefits and capabilities of automation and having an automation mindset both within and outside of SFMC. Equipped with this knowledge and example code, you'll be prepared to maximize your SFMC efficiency. By the end of this Salesforce book, you'll have the skills you need to build automation both inside and outside of SFMC, along with the knowledge for using the platform optimally. What you will learnUnderstand automation to make the most of the SFMC platformOptimize ETL activities, data import integrations, data segmentations, email sends, and moreExplore different ways to use scripting and API calls to increase Automation Studio efficiencyIdentify opportunities for automation with custom integrations and third-party solutionsOptimize usage of SFMC by building on the core concepts of custom integrations and third-party toolsMaximize utilization of employee skills and capabilities and reduce operational costs while increasing outputWho this book is for This book is for Salesforce Marketing Cloud users who want to know how to make their day to day lives more efficient and get the most out of the tool by working smarter, not harder. A solid understanding of SFMC and basic knowledge of what automation is will help you get the most out of this book.

Salesforce CPQ Implementation Handbook

By Madhu Ramanujan
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Packt Publishing Ltd
  • Book Code : 1801075743
  • Total of Pages : 316
  • Category : Computers
  • Members : 965
  • Pdf File: salesforce-cpq-implementation-handbook.pdf

Book Short Summary:

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.

Learning Einstein Analytics

By santosh chitalkar
  • File : Pdf, ePub, Mobi, Kindle
  • Publisher : Packt Publishing Ltd
  • Book Code : 1788478185
  • Total of Pages : 242
  • Category : Computers
  • Members : 484
  • Pdf File: learning-einstein-analytics.pdf

Book Short Summary:

Learn to confidently setup and create app, lenses, dashboards using Salesforce Einstein Analytics. Key Features Explore Einstein analytics on desktop as well as mobile platforms Turn data into smarter sales with Einstein Analytics for Sales Visualize your data with preloaded as well as customized dashboards Book Description Salesforce Einstein analytics aka Wave Analytics is a cloud-based platform which connects data from the multiple sources and explores it to uncover insights. It empowers sales reps, marketers, and analysts with the insights to make customer interactions smarter, without building mathematical models. You will learn to create app, lenses, dashboards and share dashboards with other users. This book starts off with explaining you fundamental concepts like lenses, step, measures and sets you up with Einstein Analytics platform. We then move on to creating an app and here you will learn to create datasets, dashboards and different ways to import data into Analytics. Moving on we look at Einstein for sales, services, and marketing individually. Here you will learn to manage your pipeline, understand important business drivers and visualize trends. You will also learn features related to data monitoring tools and embedding dashboards with lightning, visualforce page and mobile devices. Further, you will learn advanced features pertaining to recent advancements in Einstein which include machine learning constructs and getting predictions for events. By the end of this book, you will become proficient in the Einstein analytics, getting insights faster and understanding your customer in a better way. What you will learn Create app, lenses, and dashboards using Einstein. Visualize data utilizing all the widgets available with Einstein. Understand Einstein for Sales, Service, and Marketing separately. Use Data monitoring tools to monitor data flow and system jobs. Abstract machine learning constructs and make predictions on events Who this book is for This book is for data scientists, business users, developers who want to explore business data using the Salesforce Einstein Analytics. Knowledge of the Salesforce platform is required.