Advanced Order Management Salesforce Cpq

Advanced Order Management Salesforce CPQ: Streamlining Your Sales Process

Author: Sarah Chen, Senior Salesforce CPQ Consultant with 10+ years of experience implementing and optimizing CPQ solutions for Fortune 500 companies. Sarah holds a Master's degree in Business Administration and is a certified Salesforce CPQ expert.

Publisher: Salesforce Solutions Hub, a leading provider of Salesforce consulting and training resources. Salesforce Solutions Hub is known for its in-depth expertise in Salesforce CPQ and advanced order management solutions.

Editor: David Lee, Certified Salesforce Architect with 15+ years of experience in enterprise software implementation and a proven track record in editing technical publications.


Keywords: Advanced Order Management Salesforce CPQ, Salesforce CPQ Order Management, Configure Price Quote, Advanced Order Management, CPQ Implementation, Salesforce CPQ Integration, Order Management System, Revenue Recognition, Subscription Management, Quote-to-Cash Process


Abstract: This article delves into the complexities and opportunities presented by advanced order management within the Salesforce CPQ ecosystem. We will explore various methodologies and approaches for optimizing your quote-to-cash process, improving efficiency, and driving revenue growth. We will examine key features, integration strategies, and best practices for implementing and leveraging advanced order management in Salesforce CPQ.

1. Understanding the Need for Advanced Order Management in Salesforce CPQ

Standard Salesforce CPQ provides robust quote generation and pricing capabilities. However, businesses with complex product configurations, recurring revenue models (subscriptions), and intricate order fulfillment processes often require a more sophisticated solution. This is where advanced order management Salesforce CPQ comes into play. It extends the capabilities beyond simple quote creation to encompass the entire order lifecycle, from order placement and fulfillment to invoicing and revenue recognition. Implementing advanced order management Salesforce CPQ is crucial for businesses aiming to:

Improve Order Accuracy: Reduce manual errors and ensure accurate order information is captured and processed.
Streamline Order Fulfillment: Automate order processing and reduce lead times.
Enhance Customer Experience: Provide real-time order visibility and proactive communication.
Improve Revenue Recognition: Ensure accurate and timely revenue recognition in accordance with accounting standards.
Gain Better Visibility into Operations: Track key metrics related to order processing, fulfillment, and revenue.

2. Key Features of Advanced Order Management Salesforce CPQ

Advanced Order Routing: Intelligent routing of orders based on various criteria (e.g., product type, customer segment, geography). This ensures orders are handled by the appropriate team or department efficiently.
Automated Order Processing: Automating tasks such as order creation, approval workflows, and fulfillment notifications.
Inventory Management Integration: Real-time integration with inventory systems to ensure accurate stock availability and prevent overselling.
Subscription Management: Managing recurring billing, renewals, upgrades, and downgrades for subscription-based products.
Complex Pricing Models: Handling intricate pricing structures involving volume discounts, tiered pricing, and other complex scenarios.
Revenue Recognition: Automating revenue recognition processes based on specific accounting standards (e.g., ASC 606).
Advanced Reporting and Analytics: Detailed reporting and analytics dashboards providing insights into order performance and key metrics.
Third-Party Integrations: Seamless integration with other enterprise systems such as ERP, CRM, and payment gateways.

3. Methodologies and Approaches for Implementing Advanced Order Management Salesforce CPQ

Successful implementation of advanced order management Salesforce CPQ requires a well-defined strategy and methodology. Common approaches include:

Phased Rollout: Implementing the solution in stages, starting with a pilot project and gradually expanding to other areas of the business. This approach minimizes disruption and allows for iterative improvements.
Agile Development: Using agile methodologies to adapt to changing requirements and ensure flexibility throughout the implementation process.
Data Migration Strategy: Developing a comprehensive data migration plan to transfer existing order data into the new system accurately.
User Training and Adoption: Providing comprehensive user training to ensure employees can effectively utilize the system and adopt new processes.
Change Management: Implementing a change management plan to address organizational impacts and ensure smooth transitions.

4. Best Practices for Optimizing Advanced Order Management Salesforce CPQ

Define Clear Business Requirements: Clearly define business needs and objectives before embarking on the implementation process.
Choose the Right Integration Strategy: Select the appropriate integration strategy based on your existing IT infrastructure and business requirements.
Leverage Salesforce AppExchange: Explore and utilize relevant apps from the Salesforce AppExchange to extend the functionality of advanced order management Salesforce CPQ.
Regularly Monitor and Optimize: Continuously monitor system performance and optimize processes to maximize efficiency.
Invest in Training and Support: Provide ongoing training and support to users to ensure they can effectively use the system.

5. Advanced Order Management Salesforce CPQ and the Quote-to-Cash Process

Advanced order management Salesforce CPQ significantly improves the efficiency and effectiveness of the quote-to-cash process. By automating many manual tasks and streamlining workflows, it accelerates the entire process from generating a quote to receiving payment. This leads to improved cash flow and enhanced customer satisfaction.

6. Addressing Challenges in Implementing Advanced Order Management Salesforce CPQ

Implementing advanced order management Salesforce CPQ can present challenges, such as:

Complexity: The system’s complexity can require significant time and resources for implementation and training.
Integration Issues: Integrating with existing systems can be complex and time-consuming.
Data Migration Challenges: Migrating existing data can be challenging and require careful planning.
User Adoption: Ensuring user adoption can be difficult, particularly for users accustomed to traditional methods.

7. Future Trends in Advanced Order Management Salesforce CPQ

Future trends include increased use of AI and machine learning to optimize order processing and improve forecasting accuracy, greater emphasis on customer experience and personalization, and integration with emerging technologies such as blockchain for increased security and transparency.


Conclusion:

Implementing advanced order management Salesforce CPQ offers significant benefits for businesses seeking to optimize their sales processes and improve operational efficiency. By carefully planning and executing the implementation, and by leveraging the system’s many features and capabilities, businesses can gain a significant competitive advantage. Understanding the available methodologies and best practices is crucial for a successful implementation and maximizing the return on investment.


FAQs:

1. What is the difference between standard Salesforce CPQ and advanced order management Salesforce CPQ? Standard CPQ focuses on quote generation and pricing, while advanced order management extends this to encompass the entire order lifecycle.

2. How does advanced order management Salesforce CPQ improve revenue recognition? It automates the process, ensuring accurate and timely revenue recognition in accordance with accounting standards.

3. What are the key integrations required for advanced order management Salesforce CPQ? Key integrations include ERP, CRM, inventory management, and payment gateways.

4. What are the common challenges in implementing advanced order management Salesforce CPQ? Challenges include complexity, integration issues, data migration, and user adoption.

5. How can I measure the success of my advanced order management Salesforce CPQ implementation? Measure success through key metrics like order accuracy, fulfillment time, customer satisfaction, and revenue recognition accuracy.

6. What is the cost of implementing advanced order management Salesforce CPQ? Costs vary based on the complexity of the implementation and the specific features required.

7. What type of businesses benefit most from advanced order management Salesforce CPQ? Businesses with complex product configurations, recurring revenue models, and intricate order fulfillment processes benefit most.

8. Can I customize advanced order management Salesforce CPQ to fit my specific business needs? Yes, Salesforce CPQ is highly customizable and can be adapted to meet specific business requirements.

9. What kind of support is available for advanced order management Salesforce CPQ? Salesforce offers various support options, including documentation, online help, and dedicated support teams.


Related Articles:

1. Optimizing Revenue Recognition with Advanced Order Management Salesforce CPQ: This article will delve deeper into the complexities of revenue recognition and how Salesforce CPQ facilitates compliance.

2. Integrating Salesforce CPQ with Your ERP System: A practical guide to seamlessly integrating Salesforce CPQ with enterprise resource planning systems for streamlined order processing.

3. Best Practices for Data Migration in Advanced Order Management Salesforce CPQ: A detailed look at strategies for migrating data accurately and efficiently into the new system.

4. Automating Order Fulfillment with Advanced Order Management Salesforce CPQ: This article explores automation techniques for accelerating order processing and enhancing customer experience.

5. Mastering Complex Pricing Models in Salesforce CPQ: A deep dive into configuring and managing complex pricing structures within the Salesforce CPQ environment.

6. Advanced Reporting and Analytics in Salesforce CPQ for Order Management: This article showcases the power of Salesforce reporting and analytics for gaining insights into order performance.

7. Case Study: Implementing Advanced Order Management Salesforce CPQ in a Manufacturing Company: A real-world example showcasing the benefits and challenges of implementation.

8. The Role of AI in Advanced Order Management Salesforce CPQ: Explores how Artificial Intelligence can improve forecasting, optimization, and customer service.

9. Security Considerations for Advanced Order Management Salesforce CPQ: This article focuses on best practices for securing sensitive order data and maintaining compliance.


  advanced order management salesforce cpq: Salesforce CPQ Implementation Handbook Madhu Ramanujan, 2022-04-14 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.
  advanced order management salesforce cpq: Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform Dmitri Khanine, 2024-04-19 Design highly customized solutions using the Vlocity OmniStudio platform tailored to your business Key Features Understand the critical gotchas and essential best practices for every OmniStudio implementation Discover a proven system for achieving next-level performance and scalability using Salesforce Industries Optimize all aspects of your OmniStudio apps—server side, client side, and document generation Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionSalesforce Industries brings out-of-the-box solutions tailored to specific industries, making it easy for customers to install, configure, and slash their time-to-value. It stands as one of Salesforce's strategic pillars with the number of installations growing rapidly. While customizing the out-of-the-box solutions can pose performance challenges, this book provides a fail-safe system with proven best practices, tools, and precise metrics to enhance performance and scalability for efficient outcomes. Kicking off with an overview of the Salesforce Industries Vlocity platform and OmniStudio, you’ll explore the tools and techniques used to manage code and measure performance. Delving into performance optimization, you’ll uncover methods for improving performance in OmniStudio's Service Layer (Integration Procedures and DataRaptors) and Presentation Layer (OmniScripts and FlexCards). Further, the book will guide you through achieving maximum performance by leveraging best practices in both layers. By the end of this book, you’ll have mastered the intricacies of Salesforce Industries on the Vlocity OmniStudio Platform, enhancing your skills to navigate and optimize tailored solutions effectively.What you will learn Master best practices and design patterns for maximizing performance in OmniStudio Service and Presentation Layers Leverage various go-to tools for measuring performance in Salesforce Industries Download ready-to-go industry solutions from the new process library Discover quick ways to boost performance with just a few clicks Meet user performance expectations and future-proof your OmniStudio apps Explore techniques for managing and deploying your OmniStudio components Find alternative approaches to generating documents with OmniStudio and their performance implications Who this book is for This book is a valuable resource for Salesforce administrators, architects, and developers, as well as business leaders and decision-makers responsible for implementing Salesforce Industry Solutions on the Vlocity OmniStudio platform. Whether you’re looking to enhance your organization's existing systems or embarking on a new implementation journey, this book will help you achieve better performance and scalability.
  advanced order management salesforce cpq: Salesforce Service Cloud For Dummies Jon Paz, T. J. Kelley, 2015-03-23 Learn how to provide top-grade customer service anywhere, anytime with Salesforce Service Cloud Salesforce Service Cloud empowers your service organization to interact with customers through any channel and provide an individualized experience that will be worth sharing—for your customers and for your company. Salesforce Service Cloud For Dummies is one the first books to focus specifically on Salesforce Service Cloud software. With it, you'll discover how to set up a sophisticated support center for your business in a matter of a few hours. Whether you're a service executive, manager, support agent, or system administrator, you will discover how to maximize usage of Service Cloud through best practices and step-by-step guidelines. This book will help your customer service departments gain a holistic view of the customers they serve, and provide your customers with meaningful, efficient interactions. Examines how to enable your agents to provide efficient service Discusses how to interact with customers through any channel Offers insights on improving internal communication and collaboration Shows how to resolve customer's questions in a timely manner Take advantage of this opportunity to be heard above your competition with the help of Salesforce Service Cloud For Dummies.
  advanced order management salesforce cpq: Salesforce B2C Solution Architect's Handbook Mike King, 2021-11-19 The ultimate handbook for new and seasoned Salesforce B2C Solution Architects who want to design seamless B2C solutions across the Salesforce Customer 360 ecosystem – including B2C Commerce, Service Cloud, and Marketing Cloud Key Features Give your customers a frictionless experience by creating a unified view of all their interactions Get your architectural design right the first time and avoid costly reworks Prepare for the B2C Solution Architect exam and Salesforce certification with practical scenarios following Salesforce best practices Book DescriptionThere’s a huge demand on the market for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform and leverage data into actionable insights. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. While this book will help you prepare for the B2C Solution Architect exam, its true value lies in setting you up for success afterwards. The first few chapters will help you develop a solid understanding of the capabilities of each component in the Customer 360 ecosystem, their data models, and governance. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. Once you’ve mastered the core knowledge, you'll also learn about tools, techniques, and certification scenarios in preparation for the B2C Solution Architect exam. By the end of this book, you’ll have the skills to design scalable, secure, and future-proof solutions supporting critical business demands.What you will learn Explore key Customer 360 products and their integration options Choose the optimum integration architecture to unify data and experiences Architect a single view of the customer to support service, marketing, and commerce Plan for critical requirements, design decisions, and implementation sequences to avoid sub-optimal solutions Integrate Customer 360 solutions into a single-source-of-truth solution such as a master data model Support business needs that require functionality from more than one component by orchestrating data and user flows Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It’s primarily written for B2C commerce architects, application architects, integration architects, as well as system architects, enterprise architects, Salesforce architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you’ll need a solid understanding of data integration, APIs, and connected systems, along with knowledge of the fundamentals of business-to-consumer (B2C) customer experiences.
  advanced order management salesforce cpq: The DevOps Handbook Gene Kim, Jez Humble, Patrick Debois, John Willis, 2016-10-06 Increase profitability, elevate work culture, and exceed productivity goals through DevOps practices. More than ever, the effective management of technology is critical for business competitiveness. For decades, technology leaders have struggled to balance agility, reliability, and security. The consequences of failure have never been greater―whether it's the healthcare.gov debacle, cardholder data breaches, or missing the boat with Big Data in the cloud. And yet, high performers using DevOps principles, such as Google, Amazon, Facebook, Etsy, and Netflix, are routinely and reliably deploying code into production hundreds, or even thousands, of times per day. Following in the footsteps of The Phoenix Project, The DevOps Handbook shows leaders how to replicate these incredible outcomes, by showing how to integrate Product Management, Development, QA, IT Operations, and Information Security to elevate your company and win in the marketplace.
  advanced order management salesforce cpq: The Fourth Industrial Revolution Klaus Schwab, 2017-01-03 World-renowned economist Klaus Schwab, Founder and Executive Chairman of the World Economic Forum, explains that we have an opportunity to shape the fourth industrial revolu­tion, which will fundamentally alter how we live and work. Schwab argues that this revolution is different in scale, scope and complexity from any that have come before. Characterized by a range of new technologies that are fusing the physical, digital and biological worlds, the developments are affecting all disciplines, economies, industries and governments, and even challenging ideas about what it means to be human. Artificial intelligence is already all around us, from supercomputers, drones and virtual assistants to 3D printing, DNA sequencing, smart thermostats, wear­able sensors and microchips smaller than a grain of sand. But this is just the beginning: nanomaterials 200 times stronger than steel and a million times thinner than a strand of hair and the first transplant of a 3D printed liver are already in development. Imagine “smart factories” in which global systems of manu­facturing are coordinated virtually, or implantable mobile phones made of biosynthetic materials. The fourth industrial revolution, says Schwab, is more significant, and its ramifications more profound, than in any prior period of human history. He outlines the key technologies driving this revolution and discusses the major impacts expected on government, business, civil society and individu­als. Schwab also offers bold ideas on how to harness these changes and shape a better future—one in which technology empowers people rather than replaces them; progress serves society rather than disrupts it; and in which innovators respect moral and ethical boundaries rather than cross them. We all have the opportunity to contribute to developing new frame­works that advance progress.
  advanced order management salesforce cpq: Hands-On Low-Code Application Development with Salesforce Enrico Murru, 2020-10-16 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.
  advanced order management salesforce cpq: Lean Selling Robert J. Pryor, J. Jeffrey Campbell, 2015-01-29 Excerpts of Advance Praise for Lean Selling “Lean Selling is the most important sales management book of the last 25 years. It shows us why 90% of today’s sales processes are broken. This book will change forever the way you sell and manage.” Al Davidson President, Strategic Sales & Marketing, Inc. “Most sales leaders struggle to get their entire sales team to perform at the level of their ‘A-Players.’ Too many sales books focus on trying to change a salesperson’s behavior to achieve this. Robert Pryor’s book focuses on defining a sales process to yield consistent sales results for your company’s product or solution. Lean Selling provides the tools you require to define then refine your sales process as market and competitive conditions change. The end result is achieving both predictable sales and customer satisfaction.” Craig Jack Former Managing Client Partner, Verizon Enterprise Solutions Former Managing Director, KPMG Consulting “Robert Pryor has written a book on a subject already covered by tons of books over the years but managed to give it a twist that makes it very engaging and relevant. The book is well written, insightful, and timely; the emergence of internet commerce has had a profound impact on the sales profession as we know it.” Ake Persson Retired CEO, Ericsson Wireless Communications, Inc. “Lean Selling, by Robert Pryor, really woke me up to how complacent some of us are about our sales processes, and how that complacency connects directly to those sub-optimal results. It’s a ‘must read.’ ” J. Jeffrey Campbell Brinker Executive in Residence and Director, Master of Science Program, San Diego State University School of Hospitality & Tourism Former Chairman and CEO, Burger King Corporation “Lean Selling? I love it. I’ve been using lean principles with my inside sales organization for a year now to improve customer fit and the buyer experience. The result has been astronomical growth in sales for my company. Kevin Gaither Vice president of Inside Sales, ZipRecruiter, Inc. President, Los Angeles Chapter of the American Association of Inside Sales Professionals Complete quotations start on page 1 of this book.
  advanced order management salesforce cpq: Technical Analysis Using Multiple Timeframes Brian Shannon, 2008-03-08 focuses on analyzing price charts across different timeframes to identify trends, key resistance and support levels, and potential trading opportunities. The book has 184 pages. Here are some key features of the book:The book emphasizes the importance of using multiple timeframes to analyze price charts and identify trading opportunities.It provides a detailed and practical approach to analyzing price charts across different timeframes, including weekly, daily, 30-minute, 15-minute, and 5-minute timeframes.The book covers a range of technical analysis tools and techniques, including volume moving averages, VWAP, and chart patterns.It provides guidance on how to anticipate price movements rather than react to them, which can help traders make more informed trading decisions.The book includes real-world examples and case studies to illustrate how the concepts and techniques discussed in the book can be applied in practice.
  advanced order management salesforce cpq: Trailblazer Marc Benioff, Monica Langley, 2019-10-15 NEW YORK TIMES BESTSELLER • The founder and co-CEO of Salesforce delivers an inspiring vision for successful companies of the future—in which changing the world is everyone’s business. “The gold standard on how to use business as a platform for change at this urgent time.”—Ray Dalio, founder of Bridgewater Associates and author of Principles: Life and Work What’s the secret to business growth and innovation and a purpose-driven career in a world that is becoming vastly more complicated by the day? According to Marc Benioff, the answer is embracing a culture in which your values permeate everything you do. In Trailblazer, Benioff gives readers a rare behind-the-scenes look at the inner workings of one of the world’s most admired companies. He reveals how Salesforce’s core values—trust, customer success, innovation, and equality—and commitment to giving back have become the company’s greatest competitive advantage and the most powerful engine of its success. Because no matter what business you’re in, Benioff says, values are the bedrock of a resilient company culture that inspires all employees, at every level, to do the best work of their lives. Along the way, he shares insights and best practices for anyone who wants to cultivate a company culture positioned to thrive in the face of the inevitable disruption ahead. None of us in the business world can afford to sit on the sidelines and ignore what’s going on outside the walls of our workplaces. In the future, profits and progress will no longer be sustainable unless they serve the greater good. Whether you run a company, lead a small team, or have just draped an ID badge around your neck for the first time, Trailblazer reveals how anyone can become an agent of change. Praise for Trailblazer “A guide for what every business and organization must do to thrive in this period of profound political and economic change.”—Jamie Dimon, chairman and CEO of JPMorgan Chase “In Trailblazer, Benioff explores how companies can nurture a values-based culture to become powerful platforms for change.”—Susan Wojcicki, CEO of YouTube
  advanced order management salesforce cpq: Salesforce For Dummies Liz Kao, Jon Paz, 2019-12-12 Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com! Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter More than 150,000 companies worldwide use Salesforce.com as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.
  advanced order management salesforce cpq: Mastering Salesforce DevOps Andrew Davis, 2019-10-29 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
  advanced order management salesforce cpq: Micro-Electronics and Telecommunication Engineering Devendra Kumar Sharma, Sheng-Lung Peng, Rohit Sharma, Gwanggil Jeon, 2024 Zusammenfassung: The book presents high-quality papers from the Seventh International Conference on Microelectronics and Telecommunication Engineering (ICMETE 2023). It discusses the latest technological trends and advances in major research areas such as microelectronics, wireless communications, optical communication, signal processing, image processing, Big Data, cloud computing, artificial intelligence, and sensor network applications. This book includes the contributions of national/international scientists, researchers, and engineers from both academia and the industry. The contents of this book will be useful to researchers, professionals, and students alike
  advanced order management salesforce cpq: The Architect Mindset Chris Gardner, 2021-07-02 One of my favorite parts of working in the Salesforce ecosystem is the opportunity to work with many incredibly talented admins, analysts, consultants, developers, project managers, and architects. As I grew in my Salesforce consulting career, I started to see a pattern. There were specific individuals that consistently delivered successful projects. Some were project managers, others were architects, and others were consultants or developers. And their success didn't really depend on the project size, industry, or team. These Rockstar team members each possessed their own unique mix of skills. I surveyed colleagues and clients to help identify the skills that help someone succeed. The survey identified six specific skills that were found in top performers. Each one provides benefits to any Salesforce role. But the combination of multiple skills shapes the way one approaches problems. I call this combination of skills The Architect Mindset. It provides a framework to tackle problems, work with stakeholders and achieve successful Salesforce projects. In this book, we'll be diving deep into each of the six skills outlined by the survey. Where appropriate, I'll share real-world examples and scenarios that I've encountered. First, we'll discuss the process of setting expectations. In my opinion, this is the most critical factor in the success or failure of a Salesforce project. If expectations aren't set and maintained, projects are at great risk. Next, we'll dive into database architecture. Knowing how databases are constructed, and how that translates to Salesforce provides crucial context for design decisions. This foundational knowledge informs the logic behind Salesforce best practices and limits. With that background, we will talk about balancing technical debt in chapter 4. Every customization in Salesforce carries some debt, so it is crucial to understand the impacts. You'll learn how to merge processes and systems in the best way possible. Understanding the impact of debt will often require you to deny requests. So, in chapter 5, we'll discuss the importance of saying no, but.... You need to protect the org, but present alternatives to keep things moving forward. In chapter 6, we'll talk about the importance of designing for your end users. Adoption is a key metric in any Salesforce project. An incredible solution that goes unused is just wasted effort. So, go directly to the source when you try to solve a problem. Finally, we'll talk about the importance of documentation. From project documents, to internal Salesforce documentation, making things accessible and useful for your audience will reduce rework and issues.
  advanced order management salesforce cpq: Saleshood Elay Cohen, 2014-04-15 A playbook that empowers sales managers to think like CEOs and act like entrepreneurs At Salesforce.com, Elay Cohen created and executed the sales productivity programs that accelerated the company’s growth to a $3 billion–plus enterprise. The innovation delivered over these years by Elay and his team resulted in unprecedented sales productivity excellence. Based on that experience, Elay embarked on a journey to help every company in the world grow like Salesforce.com. After working with many organizations and further reflecting on his time at Salesforce.com, it became apparent that one key player was best positioned to accelerate growth in organizations: the first-line sales manager. Empowering sales managers to own and execute their own sales programs, as entrepreneurs would, became the focus of this book and his technology company. First-line sales managers are the backbone of every sales organization. They make it happen. They’re where the rubber meets the road in pipeline generation, revenue growth, and customer success. These sales managers serve as the voice of salespeople to organizations, and as the organizational voice back to salespeople. In this accessible guide, Cohen shares how sales managers can build an inspired, engaged team, equipping them with the tools they need to drive up sales productivity and grow the business. He reveals, among many other lessons, how you can nurture a winning sales culture; build world-class training programs that encourage salespeople to learn from each other; and execute sales processes, playbooks, and deals in a way that gives your salespeople the winning edge.
  advanced order management salesforce cpq: Implementing Oracle Integration Cloud Service Robert van Molken, Phil Wilkins, 2017-01-20 Understand everything you need to know about Oracle's Integration Cloud Service and how to utilize it optimally for your business About This Book The only guide to Integration Cloud Service in the market Focused on practical action to deliver business value A professional's guide to an expensive product, providing comprehensive training, and showing how to extract real business value from the product Who This Book Is For This book is ideal for any IT professional working with ICS, any Oracle application or cloud solution developer or analyst who wants to work with ICS to deliver business value. What You Will Learn Use ICS to integrate different systems together without needing to be a developer Gain understanding of what a number of technologies and standards provide – without needing to understand the fine details of those standards and technologies Understand the use of connectors that Oracle provide from technology based connections such as file and database connections to SaaS solutions ranging from Salesforce to Twitter Enrich data and extend SaaS integration to route to different instances Utilize a number of tools to help develop and check that your integrations work before connecting to live systems Introduce and explain integration concepts so that the integrations created are maintainable and sustainable for the longer term Provide details on how to keep up to date with the features that Oracle and partners provide in the future Get special connections developed to work with ICS In Detail Businesses are built on data, and applications that access that data. In modern businesses the same cloud-based data stores and applications might be accessed by hundreds of different applications from thousands of different devices via APIs. To make this happen, APIs must be wired together i.e. integrated. Oracle Integration Cloud Service provides a complete method for integrating enterprise applications in the cloud. Integration Cloud Service (ICS) provides a cloud hosted means to integrate systems together using a graphical means to define and represent integrations. This book will be a comprehensive, hands-on guide to building successful, high-availability integrations on ICS. This book sets out to demonstrate how ICS can be used to effectively implement integrations that work both in the cloud and on premise. It starts with a fast, practical introduction to what ICS can do for your business and then shows how ICS allows you to develop integrations not only quickly but in a way that means they are maintainable and extensible. Gradually it moves into more advanced integrations, showing how to achieve sophisticated results with ICS and work with external applications. Finally the book shows you how to monitor cloud apps and go beyond ICS to build even more powerful integrated applications. By the end of the book, you will the knowledge on how to use ICS to solve your own integration needs and harness the technologies in a maintainable and sustainable manner. Style and approach This book will take a pragmatic approach and will be a business-focused guide to delivering business value with ICS.
  advanced order management salesforce cpq: Mastering Salesforce CRM Administration Rakesh Gupta, 2017-03-27 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.
  advanced order management salesforce cpq: The Salesforce Career Playbook Martin Gessner, 2020-10-29 This book is the missing link ... and should be required reading for anyone looking to launch or grow a career within the Salesforce ecosystem. -Selina Suarez, Executive director/founder, PepUp Tech In the next two years, an estimated 3.3 million jobs in the Salesforce ecosystem will open, and one of them could be yours. But how can you sort through all these jobs-administrators, architects, analysts, developers, consultants-and find the one that is right for you? And how do you package yourself to win the job position?Martin Gessner, author of The Salesforce Career Playbook, is known in the Salesforce community for his highly regarded Salesforce credentials training. He has helped thousands of Salesforce professionals learn Salesforce, develop their careers, and prepare for certifications.Now, he has written the definitive guide to starting your Salesforce career, and moving up the ladder. From the Back Cover Packed with case studies and advice from people in the trenches of a Salesforce career, The Salesforce Career Playbook will help you: Find job opportunities and showcase your skills so that you land a job...and not just any old job, but the right job that is best suited to your personality, skills, and lifestyle preferences. Sort through the different careers available, and see a day-in-the-life of real Salesforce professionals working in these jobs.Learn insider tips and strategies for developing and growing your career once you have joined the Salesforce ecosystem.Regardless of whether you have a master's degree in information technology or no formal education beyond eighth grade, you can earn a more-than-competitive wage and move up the ladder in a Salesforce-related career, and jobs are available for techies and not-techies alike. Editorial Reviews I wish I had read The Salesforce Career Playbook six years ago when I did my transition into the Salesforce ecosystem.-Sergey Erlikh, MVP and solution architect People don't put in enough time thinking about their careers. You can't just work hard and hope everything works out okay. You have to proactively plan your short- and long-term career, which is why I recommend studying Martin's Salesforce Career Playbook!-David Liu, Salesforce technical architect, Salesforce MVP I love the advice from all the people already working in Salesforce, from the nuts and bolts of landing the first job to the high-level advice for finding the right trajectory.-Christine Marshall, MVP and Salesforce administratorWhether you are a newbie, a career-changer, or advancing in your career, this book will help you find and take the next step.-Ben Duncombe, Director and Salesforce recruitment specialist at Talent Hub, a Salesforce recruitment firm There's much more to being a successful Salesforce professional than simply accumulating Trailhead badges and Salesforce certifications. This book sheds light on some of the other critical elements (and skills) needed for career success.-David Giller, Salesforce Consultant & Trainer, CEO at Brainiate This book is about finding your home in Salesforce-and not just any home, but the right home. It's about figuring out who you are as a person and making sure you align your career with what you want out of life. -Anna Loughnan, CRM product lead, community group leader, Salesforce MVP An excellent read for those navigating their Salesforce careers! Packed with tips for positioning yourself and getting hired. -Stuart Smith, Co-founder and director of SaaSpeople, a Salesforce recruitment firm This book should be required reading for anyone interested in starting or advancing their career in Salesforce. -Vickie Jeffery, Salesforce MVP, technology manager, Ausure, one of Australia's largest insurance broking companies
  advanced order management salesforce cpq: Patterns of Enterprise Application Architecture Martin Fowler, 2012-03-09 The practice of enterprise application development has benefited from the emergence of many new enabling technologies. Multi-tiered object-oriented platforms, such as Java and .NET, have become commonplace. These new tools and technologies are capable of building powerful applications, but they are not easily implemented. Common failures in enterprise applications often occur because their developers do not understand the architectural lessons that experienced object developers have learned. Patterns of Enterprise Application Architecture is written in direct response to the stiff challenges that face enterprise application developers. The author, noted object-oriented designer Martin Fowler, noticed that despite changes in technology--from Smalltalk to CORBA to Java to .NET--the same basic design ideas can be adapted and applied to solve common problems. With the help of an expert group of contributors, Martin distills over forty recurring solutions into patterns. The result is an indispensable handbook of solutions that are applicable to any enterprise application platform. This book is actually two books in one. The first section is a short tutorial on developing enterprise applications, which you can read from start to finish to understand the scope of the book's lessons. The next section, the bulk of the book, is a detailed reference to the patterns themselves. Each pattern provides usage and implementation information, as well as detailed code examples in Java or C#. The entire book is also richly illustrated with UML diagrams to further explain the concepts. Armed with this book, you will have the knowledge necessary to make important architectural decisions about building an enterprise application and the proven patterns for use when building them. The topics covered include · Dividing an enterprise application into layers · The major approaches to organizing business logic · An in-depth treatment of mapping between objects and relational databases · Using Model-View-Controller to organize a Web presentation · Handling concurrency for data that spans multiple transactions · Designing distributed object interfaces
  advanced order management salesforce cpq: Monetizing Innovation Madhavan Ramanujam, Georg Tacke, 2016-05-02 Surprising rules for successful monetization Innovation is the most important driver of growth. Today, more than ever, companies need to innovate to survive. But successful innovation—measured in dollars and cents—is a very hard target to hit. Companies obsess over being creative and innovative and spend significant time and expense in designing and building products, yet struggle to monetize them: 72% of innovations fail to meet their financial targets—or fail entirely. Many companies have come to accept that a high failure rate, and the billions of dollars lost annually, is just the cost of doing business. Monetizing Innovations argues that this is tragic, wasteful, and wrong. Radically improving the odds that your innovation will succeed is just a matter of removing the guesswork. That happens when you put customer demand and willingness to pay in the driver seat—when you design the product around the price. It’s a new paradigm, and that opens the door to true game change: You can stop hoping to monetize, and start knowing that you will. The authors at Simon Kucher know what they’re talking about. As the world’s premier pricing and monetization consulting services company, with 800 professionals in 30 cities around the globe, they have helped clients ranging from massive pharmaceuticals to fast-growing startups find success. In Monetizing Innovation, they distil the lessons of thirty years and over 10,000 projects into a practical, nine-step approach. Whether you are a CEO, executive leadership, or part of the team responsible for innovation and new product development, this book is for you, with special sections and checklist-driven summaries to make monetizing innovation part of your company’s DNA. Illustrative case studies show how some of the world’s best innovative companies like LinkedIn, Uber, Porsche, Optimizely, Draeger, Swarovski and big pharmaceutical companies have used principles outlined in this book. A direct challenge to the status quo “spray and pray” style of innovation, Monetizing Innovation presents a practical approach that can be adopted by any organization, in any industry. Most monetizing innovation failure point home. Now more than ever, companies must rethink the practices that have lost countless billions of dollars. Monetizing Innovation presents a new way forward, and a clear promise: Go from hope to certainty.
  advanced order management salesforce cpq: The Critical Few Jon R. Katzenbach, James Thomas, Gretchen Anderson, 2019-01-16 In a global survey by the Katzenbach Center, 80 percent of respondents believed that their organization must evolve to succeed. But a full quarter of them reported that a change effort at their organization had resulted in no visible results. Why? The fate of any change effort depends on whether and how leaders engage their culture: the self-sustaining patterns of behaving, feeling, thinking, and believing that determine how things are done in an organization. Culture is implicit rather than explicit, emotional rather than rational--that's what makes it so hard to work with, but that's also what makes it so powerful. For the first time, this book lays out the Katzenbach Center's proven methodology for identifying your culture's four most critical elements: traits, characteristics that are at the heart of people's emotional connection to what they do; keystone behaviors, actions that would lead your company to succeed if they were replicated at a greater scale; authentic informal leaders, people who have a high degree of emotional intuition or social connectedness; and metrics, integrated, thoughtful measures to track progress, encourage the self-reinforcing cycle of lasting change and link to business performance. By leveraging these critical few elements, you can tap into a source of catalytic change within your organization. People will make an emotional, not just a rational, commitment to new initiatives. You will elicit enthusiasm and creativity and build the kind of powerful company that people recognize for its innate value and effectiveness.
  advanced order management salesforce cpq: SAP S/4HANA Axel Baumgartl, Devraj Bardhan, Nga-Sze Choi, Mark Dudgeon, Piotr Górecki, Asidhara Lahiri, Bert Meijerink, Andrew Worsley-Tonks, 2021 Interested in what SAP S/4HANA has to offer? Find out with this big-picture guide! Take a tour of SAP S/4HANA functionality for your key lines of business: finance, manufacturing, supply chain, sales, and more. Preview SAP S/4HANA's architecture, and discover your options for reporting, extensions, and adoption. With insights into the latest intelligent technologies, this is your all-in-one SAP S/4HANA starting point!--
  advanced order management salesforce cpq: Price Management Hermann Simon, Martin Fassnacht, 2018-12-11 In this book, the world’s foremost experts on pricing integrate theoretical rigor and practical application to present a comprehensive resource that covers all areas of the field. This volume brings together quantitative and qualitative approaches and highlights the most current innovations in theory and practice. Going beyond the traditional constraints of “price theory” and “price policy,” the authors coined the term “price management” to represent a holistic approach to pricing strategy and tactical implementation. They remind us that the Ancient Romans used one word, pretium, to mean both price and value. This is the fundamental philosophy that drives successful price management where producer and customer meet. Featuring dozens of examples and case studies drawn from their extensive research, consulting, and teaching around the world, Simon and Fassnacht cover all aspects of pricing following the price management process with its four phases: strategy, analysis, decision, and implementation. Thereby, the authors take into account the nuances across industry sectors, including consumer goods, industrial products, services, and trade/distribution. In particular, they address the implications of technological advancements, such as the Internet and new measurement and sensor technologies that have led to a wealth of price management innovations, such as flat rates, freemium, pay-per-use, or pay-what-you-want. They also address the emergence of new price metrics, Big Data applications, two-sided price systems, negative prices, and the sharing economy, as well as emerging payment systems such as bitcoin. The result is a “bible” for leaders who recognize that price is not only a means to drive profit in the short term, but a tool to generate sustained growth in shareholder value over the longer term, and a primer for researchers, instructors, and students alike. Praise for Price Management “This book is truly state of the art and the most comprehensive work in price management.” - Prof. Philip Kotler, Kellogg School of Management, Northwestern University “This very important book builds an outstanding bridge between science and practice.“ - Kasper Rorsted, CEO, Adidas “This book provides practical guidelines on value creation, communication and management, which is an imperative for businesses to survive in the coming era of uncertainty.” - Dr. Chang-Gyu Hwang, Chairman and CEO, KT Corporation (Korea Telecom)
  advanced order management salesforce cpq: Force.com Enterprise Architecture Andrew Fawcett, 2014-09-25 This book is for advanced Force.com developers and architects who need to understand the Salesforce platform from the perspective of enterprise-level requirements. You should have an existing understanding of Apex and Visualforce. Those familiar with other enterprise software ecosystems will also find this book ideal as they adopt Force.com.
  advanced order management salesforce cpq: Knowledge-Based Configuration Alexander Felfernig, Lothar Hotz, Claire Bagley, Juha Tiihonen, 2014-04-02 Knowledge-based Configuration incorporates knowledge representation formalisms to capture complex product models and reasoning methods to provide intelligent interactive behavior with the user. This book represents the first time that corporate and academic worlds collaborate integrating research and commercial benefits of knowledge-based configuration. Foundational interdisciplinary material is provided for composing models from increasingly complex products and services. Case studies, the latest research, and graphical knowledge representations that increase understanding of knowledge-based configuration provide a toolkit to continue to push the boundaries of what configurators can do and how they enable companies and customers to thrive. - Includes detailed discussion of state-of-the art configuration knowledge engineering approaches such as automated testing and debugging, redundancy detection, and conflict management - Provides an overview of the application of knowledge-based configuration technologies in the form of real-world case studies from SAP, Siemens, Kapsch, and more - Explores the commercial benefits of knowledge-based configuration technologies to business sectors from services to industrial equipment - Uses concepts that are based on an example personal computer configuration knowledge base that is represented in an UML-based graphical language
  advanced order management salesforce cpq: Customer Data Platforms Martin Kihn, Christopher B. O'Hara, 2020-11-06 Master the hottest technology around to drive marketing success Marketers are faced with a stark and challenging dilemma: customers demand deep personalization, but they are increasingly leery of offering the type of personal data required to make it happen. As a solution to this problem, Customer Data Platforms have come to the fore, offering companies a way to capture, unify, activate, and analyze customer data. CDPs are the hottest marketing technology around today, but are they worthy of the hype? Customer Data Platforms takes a deep dive into everything CDP so you can learn how to steer your firm toward the future of personalization. Over the years, many of us have built byzantine “stacks” of various marketing and advertising technology in an attempt to deliver the fabled “right person, right message, right time” experience. This can lead to siloed systems, disconnected processes, and legacy technical debt. CDPs offer a way to simplify the stack and deliver a balanced and engaging customer experience. Customer Data Platforms breaks down the fundamentals, including how to: Understand the problems of managing customer data Understand what CDPs are and what they do (and don't do) Organize and harmonize customer data for use in marketing Build a safe, compliant first-party data asset that your brand can use as fuel Create a data-driven culture that puts customers at the center of everything you do Understand how to use AI and machine learning to drive the future of personalization Orchestrate modern customer journeys that react to customers in real-time Power analytics with customer data to get closer to true attribution In this book, you’ll discover how to build 1:1 engagement that scales at the speed of today’s customers.
  advanced order management salesforce cpq: Customer Relationship Management Francis Buttle, 2009 This title presents an holistic view of CRM, arguing that its essence concerns basic business strategy - developing and maintaining long-term, mutually beneficial relationships with strategically significant customers - rather than the operational tools which achieve these aims.
  advanced order management salesforce cpq: Advanced Apex Programming for Salesforce.com and Force.com Daniel Appleman, 2013 Note: The third edition of this book is now available ISBN: 978-1936754106 in both paperback and eBook formats Beyond the Force.com documentation - Second edition Advanced Apex Programming for Salesforce.com and Force.com is neither a tutorial nor a book for beginners. Intended for developers who are already familiar with the Apex language, and experienced Java and C# developers who are moving to Apex, this book starts where the Force.com documentation leaves off. Instead of trying to cover all of the features of the platform, Advanced Apex programming focuses entirely on the Apex language and core design patterns. You'll learn how to truly think in Apex - to embrace limits and bulk patterns. You'll see how to develop architectures for efficient and reliable trigger handling, and for asynchronous operations. You'll discover that best practices differ radically depending on whether you are building software for a specific organization or for a managed package. And you'll find approaches for incorporating testing and diagnostic code that can dramatically improve the reliability and deployment of Apex software, and reduce your lifecycle and support costs. Based on his experience as a consultant, Force.com MVP and architect of a major AppExchange package, Dan Appleman focuses on the real-world problems and issues that are faced by Apex developers every day, along with the obscure problems and surprises that can sneak up on you if you are unprepared. This second edition contains updates through Winter 14 (API 29) along with significant new content on triggers, asynchronous design patterns, concurrency and more
  advanced order management salesforce cpq: Founding Sales Peter R Kazanjy, 2020-08-04 This book is specifically targeted for founders who find themselves at the point where they need to transition into a selling role. Specifically founders who are leading organizations that have a B2B, direct sales model that involves sales professionals engaging in verbal, commercial conversations with buyers. Moreover, many examples in this book will be targeted specifically to the realm of B2B SAAS software, and specifically as regards new, potentially innovative or disruptive offerings that are being brought to market for the first time. In short, direct sales of the sort a B2B SAAS software startup would engage in. With that said, if you are looking to be a first time salesperson, transitioning in from another type of role, or fresh out of school, in an organization that meets those characteristics above, you will get value out of this book. Similarly, if you are a first time sales manager, either of the founder type, or a sales individual contributor who is transitioning into that role, again, in an organization who meets the criteria above, you will also get value from this book.
  advanced order management salesforce cpq: The Woman in the Zoot Suit Catherine S. Ramírez, 2009-01-16 The Mexican American woman zoot suiter, or pachuca, often wore a V-neck sweater or a long, broad-shouldered coat, a knee-length pleated skirt, fishnet stockings or bobby socks, platform heels or saddle shoes, dark lipstick, and a bouffant. Or she donned the same style of zoot suit that her male counterparts wore. With their striking attire, pachucos and pachucas represented a new generation of Mexican American youth, which arrived on the public scene in the 1940s. Yet while pachucos have often been the subject of literature, visual art, and scholarship, The Woman in the Zoot Suit is the first book focused on pachucas. Two events in wartime Los Angeles thrust young Mexican American zoot suiters into the media spotlight. In the Sleepy Lagoon incident, a man was murdered during a mass brawl in August 1942. Twenty-two young men, all but one of Mexican descent, were tried and convicted of the crime. In the Zoot Suit Riots of June 1943, white servicemen attacked young zoot suiters, particularly Mexican Americans, throughout Los Angeles. The Chicano movement of the 1960s–1980s cast these events as key moments in the political awakening of Mexican Americans and pachucos as exemplars of Chicano identity, resistance, and style. While pachucas and other Mexican American women figured in the two incidents, they were barely acknowledged in later Chicano movement narratives. Catherine S. Ramírez draws on interviews she conducted with Mexican American women who came of age in Los Angeles in the late 1930s, 1940s, and 1950s as she recovers the neglected stories of pachucas. Investigating their relative absence in scholarly and artistic works, she argues that both wartime U.S. culture and the Chicano movement rejected pachucas because they threatened traditional gender roles. Ramírez reveals how pachucas challenged dominant notions of Mexican American and Chicano identity, how feminists have reinterpreted la pachuca, and how attention to an overlooked figure can disclose much about history making, nationalism, and resistant identities.
  advanced order management salesforce cpq: Apex Design Patterns Jitendra Zaa, Anshul Verma, 2016-04-27 Harness the power of Apex design patterns to build robust and scalable code architectures on the Force.com platform About This Book Apply Creational, Structural and behavioural patterns in Apex to fix governor limit issues. Have a grasp of the anti patterns to be taken care in Apex which could have adverse effect on the application. The authors, Jitendra Zaa is a salesforce MVP and Anshul Verma has 12+ years of experience in the area of application development. Who This Book Is For If you are a competent developer with working knowledge of Apex, and now want to deep dive into the world of Apex design patterns to optimize the application performance, then this book is for you. Prior knowledge of Salesforce and Force.com platform is recommended. What You Will Learn Apply OOPs principal in Apex to design a robust and efficient solution to address various facets to a business problem Get to grips with the benefits and applicability of using different design patterns in Apex Solve problems while instantiating, structuring and giving dynamic behavior to Apex classes Understand the implementation of creational, structural, behavioral, concurrency and anti-patterns in your application Follow the Apex best practices to resolve governor limit issues Get clued up about the Inheritance, abstract classes, polymorphism in Apex to deal with the object mechanism Master various design patterns and determine the best out of them Explore the anti patterns that could not be applied to Apex and their appropriate solutions In Detail Apex is an on-demand programming language providing a complete set of features for building business applications – including data models and objects to manage data. Apex being a proprietor programming language from Salesforce to be worked with multi tenant environment is a lot different than traditional OOPs languages like Java and C#. It acts as a workflow engine for managing collaboration of the data between users, a user interface model to handle forms and other interactions, and a SOAP API for programmatic access and integration. Apex Design Patterns gives you an insight to several problematic situations that can arise while developing on Force.com platform and the usage of Design patterns to solve them. Packed with real life examples, it gives you a walkthrough from learning design patterns that Apex can offer us, to implementing the appropriate ones in your own application. Furthermore, we learn about the creational patterns that deal with object creation mechanism and structural patterns that helps to identify the relationship between entities. Also, the behavioural and concurrency patterns are put forward explaining the communication between objects and multi-threaded programming paradigm respectively. We later on, deal with the issues regarding structuring of classes, instantiating or how to give a dynamic behaviour at a runtime, with the help of anti-patterns. We learn the basic OOPs principal in polymorphic and modular way to enhance its capability. Also, best practices of writing Apex code are explained to differentiate between the implementation of appropriate patterns. This book will also explain some unique patterns that could be applied to get around governor limits. By the end of this book, you will be a maestro in developing your applications on Force.com for Salesforce Style and approach This book is a step-by-step guide, complete with well-tested programs and real world situations to solve your common occurring problems in Apex design by using the anti-patterns. It gets crackling from exploring every appropriate solution to comparing the best one as per OOps principal.
  advanced order management salesforce cpq: Beginning Java Google App Engine Kyle Roche, Jeff Douglas, 2011-01-29 Google App Engine is one of the key technologies to emerge in recent years to help you build scalable web applications even if you have limited previous experience. If you are a Java programmer, this book offers you a Java approach to beginning Google App Engine. You will explore the runtime environment, front-end technologies like Google Web Toolkit, Adobe Flex, and the datastore behind App Engine. You'll also explore Java support on App Engine from end to end. The journey begins with a look at the Google Plugin for Eclipse and finishes with a working web application that uses Google Web Toolkit, Google Accounts, and Bigtable. Along the way, you'll dig deeply into the services that are available to access the datastore with a focus on Java Data Objects (JDO), JDOQL, and other aspects of Bigtable. With this solid foundation in place, you'll then be ready to tackle some of the more advanced topics like integration with other cloud platforms such as Salesforce.com and Google Wave. NOTE: The source code files which accompanied this title are no longer available. Neither Apress nor the author is able to supply these files.
  advanced order management salesforce cpq: Salesforce Architect's Handbook Dipanker Jyoti, James Hutcherson, 2021-01-08 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
  advanced order management salesforce cpq: On Startups: Advice and Insights for Entrepreneurs Dharmesh Shah, 2012-12-09 Note from the Author Hi, my name is Dharmesh, and I’m a startup addict. And, chances are, if you’re reading this, you have at least a mild obsession as well. This book is based on content from the OnStartups.com blog. The story behind how the blog got started is sort of interesting—but before I tell you that story, it’ll help to understand my earlier story. As a professional programmer, I used to work in a reasonably fun job doing what I liked to do (write code). Eventually, I got a little frustrated with it all, so at the ripe old age of 24, I started my first software company. It did pretty well. It was on the Inc. 500 list of fastest growing companies three times. It reached millions of dollars of sales and was ultimately acquired. I ran that first company for over 10 years working the typical startup hours. When I sold that company, I went back to school to get a master’s degree at MIT. I’ve always enjoyed academics, and I figured this would be a nice “soft landing” and give me some time to figure out what I wanted to do with my life. As part of my degree requirements, I had to write a graduate thesis. I titled my thesis “On Startups: Patterns and Practices of Contemporary Software Entrepreneurs.” And, as part of that thesis work, I wanted to get some feedback from some entrepreneurs. So, I figured I’d start a blog. I took the first two words of the thesis title, “On Startups,” discovered that the domain name OnStartups.com was available, and was then off to the races. The blog was launched on November 5, 2005. Since then, the blog and associated community have grown quite large. Across Facebook, LinkedIn, and email subscribers, there are over 300,000 people in the OnStartups.com audience. This book is a collection of some of the best articles from over 7 years of OnStartups.com. The articles have been topically organized and edited. I hope you enjoy them.
  advanced order management salesforce cpq: True Professionalism David H. Maister, Robert Galford, Charles Green, 2012-12-11 Are some technically competent professionals who work hard and long hours 'true professionals' or are they just cruisers? In this deeply illuminating call to arms, David Maister, the world's premier consultant to professional service firms, vigorously challenges individuals to examine closely the meaning of their work and reach beyond their grasp. The pursuit of the highest standards, Maister argues, is the primary road to commercial success. He presents a visionary reconception of professionalism that encompasses a lifelong dedication to self-improvement, a personal commitment to excellence, and a true spirit of service to clients. Looking first at the individual professional, Maister dares those good corporate citizens who 'do their duty' to discover what they truly love to do. Turning to the institution, Maister focuses on what he calls the 'instability' of professional service firms today, and offers advice on how to invest in skill building. David Maister's message is a recipe for success and for professional satisfaction making TRUE PROFESSIONALISM a worthy successor to his previous writings.
  advanced order management salesforce cpq: Head First Java Kathy Sierra, Bert Bates, 2005-02-09 Learning a complex new language is no easy task especially when it s an object-oriented computer programming language like Java. You might think the problem is your brain. It seems to have a mind of its own, a mind that doesn't always want to take in the dry, technical stuff you're forced to study. The fact is your brain craves novelty. It's constantly searching, scanning, waiting for something unusual to happen. After all, that's the way it was built to help you stay alive. It takes all the routine, ordinary, dull stuff and filters it to the background so it won't interfere with your brain's real work--recording things that matter. How does your brain know what matters? It's like the creators of the Head First approach say, suppose you're out for a hike and a tiger jumps in front of you, what happens in your brain? Neurons fire. Emotions crank up. Chemicals surge. That's how your brain knows. And that's how your brain will learn Java. Head First Java combines puzzles, strong visuals, mysteries, and soul-searching interviews with famous Java objects to engage you in many different ways. It's fast, it's fun, and it's effective. And, despite its playful appearance, Head First Java is serious stuff: a complete introduction to object-oriented programming and Java. You'll learn everything from the fundamentals to advanced topics, including threads, network sockets, and distributed programming with RMI. And the new. second edition focuses on Java 5.0, the latest version of the Java language and development platform. Because Java 5.0 is a major update to the platform, with deep, code-level changes, even more careful study and implementation is required. So learning the Head First way is more important than ever. If you've read a Head First book, you know what to expect--a visually rich format designed for the way your brain works. If you haven't, you're in for a treat. You'll see why people say it's unlike any other Java book you've ever read. By exploiting how your brain works, Head First Java compresses the time it takes to learn and retain--complex information. Its unique approach not only shows you what you need to know about Java syntax, it teaches you to think like a Java programmer. If you want to be bored, buy some other book. But if you want to understand Java, this book's for you.
  advanced order management salesforce cpq: Salesforce CPQ for Admins R Parvin, 2024-07-16 Salesforce CPQ for Admins: The Complete Guide - The Ultimate Guide to Salesforce CPQ: Admin Tools, Product Bundles, Pricing Strategies, Quote Generation, and More Unlock the full potential of Salesforce CPQ and revolutionize your quoting process with this comprehensive guide, designed specifically for administrators. Whether you're new to CPQ or an experienced admin seeking to enhance your skills, this book provides the knowledge and tools you need to master Salesforce CPQ. Inside, you'll discover: In-depth explanations: Understand the core concepts of CPQ, from product configuration and pricing strategies to quote generation and advanced features. Step-by-step instructions: Learn how to set up and configure CPQ, create product bundles, manage pricing rules, design quote templates, and automate workflows. Practical tips and best practices: Gain valuable insights on troubleshooting errors, maintaining your CPQ system, and optimizing its performance. Advanced topics: Explore advanced CPQ features like guided selling, multi-dimensional quoting, reporting and analytics, and integration with other systems. Real-world examples: See how other businesses are using CPQ to streamline their sales processes and drive revenue growth. - This book covers everything you need to know to become a Salesforce CPQ expert, including: Introduction to Salesforce CPQ Core building blocks: Products and bundles Pricing methods and strategies Quotes and quote templates Advanced CPQ features Integration and extensibility Administering Salesforce CPQ Beyond the basics: Additional topics - With this book as your guide, you'll be able to: Streamline your quoting process and reduce errors. Create accurate and professional quotes that impress your customers. Implement effective pricing strategies that maximize revenue. Customize CPQ to meet your unique business needs. Integrate CPQ with other systems for seamless data flow. Troubleshoot and resolve issues quickly and efficiently. Stay up-to-date with the latest CPQ features and best practices. - Whether you're a Salesforce administrator, sales manager, or business owner, this book is an essential resource for anyone looking to leverage the power of Salesforce CPQ to drive sales success.
  advanced order management salesforce cpq: From Out of the Shadows Vicki Ruíz, 2008-11-05 An anniversary edition of the first full study of Mexican American women in the twentieth century, with new preface
  advanced order management salesforce cpq: Salesforce Handbook Wes Nolte, Jeff Douglas, 2011-03-01 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.
  advanced order management salesforce cpq: The Conversion Code Chris Smith, 2016-03-07 If you need more traffic, leads and sales, you need The Conversion Code. Neil Patel co-founder Crazy Egg We've helped 11,000+ businesses generate more than 31 million leads and consider The Conversion Code a must read. Oli Gardner co-founder Unbounce We'd been closing 55% of our qualified appointments. We increased that to 76% as a direct result of implementing The Conversion Code. Dan Stewart CEO Happy Grasshopper The strategies in The Conversion Code are highly effective and immediately helped our entire sales team. The book explains the science behind selling in a way that is simple to remember and easy to implement. Steve Pacinelli CMO BombBomb Capture and close more Internet leads with a new sales script and powerful marketing templates The Conversion Code provides a step-by-step blueprint for increasing sales in the modern, Internet-driven era. Today's consumers are savvy, and they have more options than ever before. Capturing their attention and turning it into revenue requires a whole new approach to marketing and sales. This book provides clear guidance toward conquering the new paradigm shift towards online lead generation and inside sales. You'll learn how to capture those invaluable Internet leads, convert them into appointments, and close more deals. Regardless of product or industry, this proven process will increase both the quantity and quality of leads and put your sales figures on the rise. Traditional sales and marketing advice is becoming less and less relevant as today's consumers are spending much more time online, and salespeople are calling, emailing, and texting leads instead of meeting them in person. This book shows you where to find them, how to engage them, and how to position your company as the ideal solution to their needs. Engage with consumers more effectively online Leverage the strengths of social media, apps, and blogs to capture more leads for less money Convert more Internet leads into real-world prospects and sales appointments Make connections on every call and learn the exact words that close more sales The business world is moving away from belly-to-belly interactions and traditional advertising. Companies are forced to engage with prospective customers first online—the vast majority through social media, mobile apps, blogs, and live chat—before ever meeting in person. Yesterday's marketing advice no longer applies to today's tech savvy, mobile-first, social media-addicted consumer, and the new sales environment demands that you meet consumers where they are and close them, quickly. The Conversion Code gives you an actionable blueprint for capturing Internet leads and turning them into customers.
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