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| field history tracking salesforce: Salesforce Reporting and Dashboards Johan Yu, 2015-03-26 This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required. |
| field history tracking salesforce: Mastering Salesforce Reports and Dashboards David Carnes, 2023-06-14 Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. Many organizations, however, lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. But there's a better way. Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives, end users, and report and dashboard superusers what analytics are possible, which features report writers should ask to be enabled, and which settings and permissions system administrators need to activate. You'll learn: How to create reports using the four main report formats in Salesforce How to create and use dashboards Methods for storing and finding reports and dashboards How to leverage formulas and trending in Salesforce reporting Special reporting features only available in Salesforce Mobile and on the Analytics tab Ways to embed report charts and dashboards in Lightning page layouts Powerful combinations of reporting features to drive decisions |
| field history tracking salesforce: Salesforce Lightning Reporting and Dashboards Johan Yu, 2017-08-03 Learn how to build advanced reports and dashboards in Salesforce Lightning experience About This Book Visualize and create advanced reports and dashboards using Lightning Experience Improve overall business efficiency with advanced and effective reports and dashboards Understand and create custom reports and dashboards Who This Book Is For This book is targeted at Salesforce.com administrators, business analysts, and managers who use Salesforce.com for their daily job and want to learn in depth about Salesforce Reporting and Dashboard in Lightning Experience. Readers should have a basic knowledge of Salesforce, such as: Accounts, Contacts, Leads, Opportunities and custom objects. What You Will Learn Navigate in Salesforce.com within the Lightning Experience user interface Secure and share your reports and dashboards with other users Create, manage, and maintain reports using Report Builder Learn how the report type can affect the report generated Explore the report and dashboard folder and the sharing model Create reports with multiple formats and custom report types Explore various dashboard features in Lightning Experience Use Salesforce1, including accessing reports and dashboards In Detail Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app. Style and approach This comprehensive guide covers the advanced features of the all new Salesforce Lightning concepts and communicates them through a practical approach to explore the underlying concepts of how, when, and why to use them. |
| field history tracking salesforce: Salesforce CRM - The Definitive Admin Handbook Paul Goodey, 2019-04-27 A definitive guide covering all the core concepts necessary to pass the Salesforce Administrator Certification exam Key Features Understand critical design considerations for setting up Salesforce CRM Facilitate and manage the transition from Salesforce Classic to Lightning Experience Learn key functions of application security to manage user profiles and data Book Description Salesforce's winter '19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You'll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it'll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you'll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You'll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM. What you will learn Configure a variety of user interface features in Salesforce CRM Understand the capabilities of the Salesforce CRM sharing model Explore Einstein Analytics - Salesforce's new wave of advanced reporting Get to grips with the Lightning Process Builder workflow Set up user profiles, security, and login access mechanisms Find out how Apex and Visualforce coding can be used in Salesforce CRM Manage the transition from Salesforce Classic to Lightning Experience Implement data manipulation features to apply best practices in data management Who this book is for This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features. |
| field history tracking salesforce: Accelerating Nonprofit Impact with Salesforce Melissa Hill Dees, 2022-04-19 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. |
| field history tracking salesforce: Teach Yourself VISUALLY Salesforce.com Justin Davis, Kristine Curington, 2015-03-25 The highly visual, step-by-step guide to getting the most out of Salesforce.com Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of Salesforce.com. You'll be walked through each step of the entire process, from choosing the right edition and customizing your service to capturing leads, inputting contacts, tracking correspondence, reviewing reports, and more. This updated edition covers the newest features and tools that make your business run more smoothly, so you can get up and running quickly. This book is your ultimate guide to optimizing Salesforce.com capabilities, helping you leverage your data into added value for your business. Choose the right Salesforce.com edition to suit your needs Master the latest and most helpful features Personalize your system for a tailor-made CRM solution Manage accounts, develop contacts, track inventory, and more |
| field history tracking salesforce: Salesforce CRM Paul Goodey, 2013-01-01 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. |
| field history tracking salesforce: Salesforce Advanced Administrator Certified Exam Practice Questions & Dumps Zoom Books, The Salesforce Certified Advanced Administrator program is designed for individuals who have expertise as a seasoned Salesforce Administrator. The program encompasses the breadth of applications, the features and functions available to an end user, and the advanced configuration, management, and application extending options available to an Administrator across the Sales Cloud, Service Cloud, and Salesforce Chatter applications. There are two certifications within the Salesforce Certified Administrator program. The first is the Salesforce Certified Administrator credential, which focuses on the features and functionality used to maintain a Salesforce implementation. The second certification in the program is the Salesforce Certified Advanced Administrator. This credential is targeted toward the Salesforce Certified Administrator who has mastered Salesforce configuration maintenance, can demonstrate an understanding of administration best practices, and is able to use the advanced features and functionality to solve a variety of business problems. Preparing for the Salesforce Advanced Administrator exam to become a Certified Advanced Administrator? Here we¡¯ve brought 200+ Exam Questions for you so that you can prepare well for ADM-211 exam. Unlike other online simulation practice tests, you get an eBook version that is easy to read & remember these questions. You can simply rely on these questions for successfully certifying this exam. |
| field history tracking salesforce: Salesforce CRM – The Definitive Admin Handbook - Third Edition Paul Goodey, 2015-01-30 This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features. |
| field history tracking salesforce: Salesforce CRM Admin Cookbook. Paul Goodey, 2017-12-22 Extend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions. About This Book Implement advanced user interface techniques to improve the look and feel of Salesforce CRM. Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization. Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM. Who This Book Is For If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed. What You Will Learn Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques Improving the data quality in Salesforce CRM and automatic data capture Implement an approval process to control the way approvals are managed for records in Salesforce CRM Increase productivity using tools and features to provide advanced administration Extend Lightning Experience Record Pages to tailor user interaction experience Create Lightning component to implement Search before Create for customer/person accounts In Detail Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework. Style and approach We will be discussing recipes about several modules, which will help you gain mastery over different modules, such as data management, security enhancements, and so on, which is expected of an administrator. |
| field history tracking salesforce: Salesforce Data Architect Certification Guide Aaron Allport, 2022-11-18 Learn data architecture essentials and prepare for the Salesforce Certified Data Architect exam with the help of tips and mock test questions Key FeaturesLeverage data modelling, Salesforce database design, and techniques for effective data designLearn master data management, Salesforce data management, and how to include considerationsGet to grips with large data volumes, performance tuning, and poor performance mitigation techniquesBook Description The Salesforce Data Architect is a prerequisite exam for the Application Architect half of the Salesforce Certified Technical Architect credential. This book offers complete, up-to-date coverage of the Salesforce Data Architect exam so you can take it with confidence. The book is written in a clear, succinct way with self-assessment and practice exam questions, covering all the topics necessary to help you pass the exam with ease. You'll understand the theory around Salesforce data modeling, database design, master data management (MDM), Salesforce data management (SDM), and data governance. Additionally, performance considerations associated with large data volumes will be covered. You'll also get to grips with data migration and understand the supporting theory needed to achieve Salesforce Data Architect certification. By the end of this Salesforce book, you'll have covered everything you need to know to pass the Salesforce Data Architect certification exam and have a handy, on-the-job desktop reference guide to re-visit the concepts. What you will learnUnderstand the topics relevant to passing the Salesforce Data Architect examExplore specialist areas, such as large data volumesTest your knowledge with the help of exam-like questionsPick up useful tips and tricks that can be referred to time and againUnderstand the reasons underlying the way Salesforce data management worksDiscover the techniques that are available for loading massive amounts of dataWho this book is for This book is for both aspiring Salesforce data architects and those already familiar with Salesforce data architecture who want to pass the exam and have a reference guide to revisit the material as part of their day-to-day job. Working knowledge of the Salesforce platform is assumed, alongside a clear understanding of Salesforce architectural concepts. |
| field history tracking salesforce: Development with the Force.com Platform Jason Ouellette, 2009-10-06 Foreword by Craig Weissman, CTO, Salesforce.com Build Cloud-Based Enterprise Applications Fast–and Drive More Value at Lower Cost! Using the Force.com platform, enterprise developers can build and deploy powerful applications far more rapidly than traditional J2EE, Microsoft .NET, or LAMP technology stacks permit. With a free subscription to the Force.com platform, developers can build apps that solve virtually any enterprise challenge with remarkable value, scalability, and reliability. This is the first book that brings together all the practical, technical guidance you need to make the most of Force.com in your own custom enterprise applications. Leading Force.com developer Jason Ouellette helps you identify suitable uses for Force.com and provides all the insights and sample code needed to rapidly prototype, deploy, and integrate with production-quality Force.com applications. Ouellette provides realistic code examples at every step, emphasizing maintainability, flexibility, and interoperability throughout. Writing for developers, architects, and analysts, he shows how to • Create custom enterprise apps on Force.com in days or weeks, not months or years • Leverage Force.com’s extensive capabilities for storing, managing, and securing data • Quickly create sophisticated business logic with the Apex programming language • Use Visualforce to construct custom user interfaces • Establish automated or semiautomated workflows • Implement Ajax behaviors without writing JavaScript code or learning new JavaScript libraries • Integrate Force.com-based data and processes with other applications, inside and outside the platform • Display reports as state-of-the-art dashboards • Integrate Force.com applications with existing Single Sign-On systems This book’s extensive sample code may be downloaded from Force.com AppExchange at http://sites.force.com/appexchange/listingDetail?listingId=a0N30000001SS3rEAG |
| field history tracking salesforce: 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 |
| field history tracking salesforce: Rapid SaaS Application Development Using Salesforce Tameem Bahri, 2023-12-27 Learn how to rapidly build and document scalable Salesforce applications KEY FEATURES ● Practice the Salesforce rapid application development lifecycle. ● Gain crucial application development skills and knowledge. ● Build a real-world Phonebook application to master the development cycle. DESCRIPTION This book is a practical guide for building secure, scalable, and performant SaaS applications on top of the Salesforce platform. Learn how to dissect a business problem and extract non-communicated requirements. Gain practical knowledge on designing and documenting a Salesforce application using the right mix of low-code development tools such as flows, validation rules, and formula fields and full-code using APEX, Lightning Components, and off-platform modules. Start with the fundamental concepts of the Salesforce platform and its SaaS application development capabilities. Learn key building blocks like objects, fields, and security models, explore powerful tools like App Builder and Flow Builder, and master the principles of the Salesforce app development lifecycle. The book will use real-life business scenarios to practically teach you foundational information and skills that you can use to develop enterprise-ready applications. You will gain critical knowledge and skills to put you on track for your journey toward the prestigious Salesforce Certified Technical Architect credentials. WHAT YOU WILL LEARN ● Develop scalable, extendable, and performant Salesforce applications. ● Build a fully functional Phonebook application and experience the entire development cycle. ● Design and document a Salesforce application efficiently and effectively using standard artifacts. ● Test and release your Salesforce application. ● Build a lively feedback loop with your application’s end users. WHO THIS BOOK IS FOR This book is for citizen developers, business analysts, SaaS application developers,salesforce developers and architects, and anyone interested in developing SaaS applications to solve enterprise business problems or to become Salesforce Certified Technical Architects. TABLE OF CONTENTS 1. Introduction to the Salesforce Platform 2. Deep Dive into Key Building Blocks and Tools 3. Develop a Sample Salesforce Application: PbP Phonebook 4. Learn the Salesforce Application Development Lifecycle 5. Understand the Supporting Tools and Artifacts 6. Create a Sample Application: Define and Refine the Requirements 7. Create a Sample Application: Solve and Build the Application - Part 1 8. Create a Sample Application: Solve and Build the Application - Part 2 9. Create a Sample Application: Test and Deploy 10. Tips and Tricks and the Way Forward |
| field history tracking salesforce: Salesforce.com Customization Handbook Rakesh Gupta, Sagar Pareek, 2014-09-12 If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required. |
| field history tracking salesforce: 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. |
| field history tracking salesforce: Salesforce Advanced Administrator Certification Guide Enrico Murru, 2019-11-08 Master advanced Salesforce Administration concepts with expert tips, techniques, and mock tests Key FeaturesLearn advanced features to reduce implementation time and enhance your Salesforce administration skillsDevelop the ability to solve critical issues with a proactive approach and deliver the best solutionExplore complex automation with workflows, approvals, process builder, and custom Apex codingBook Description The Salesforce Advanced Administrator certification extends beyond administrator certification, covering advanced platform features and functions such as configuration, automation, security, and customization. Complete with comprehensive coverage of all these topics and exam-oriented questions and mock tests, this Salesforce book will help you earn advanced administrator credentials. You'll start your journey by mastering data access security, monitoring and auditing, and understanding best practices for handling change management and data across organizations. The book then delves into data model management for improving data quality and lets you explore Sales features such as products, schedules, quotes, and forecasting capabilities. As you progress, this book will guide you in working with content management to set up and maintain Salesforce content. You'll also master organizing your files and data using reports and dashboards. Finally, you'll learn how to use a combination of automation tools to solve business problems. By the end of the book, you will have developed the skills required to get your advanced administrator credentials. What you will learnMaster data security to monitor your org effectivelyExplore best practices for handling change management across orgsExtend the capabilities of Salesforce objects using advanced relationships, validation rules, and duplicate managementHandle file libraries with Salesforce CRM contentUnderstand ways to deliver the best solutions with Sales and Service Cloud applicationsBuild reports and dashboards to visualize data for better decision makingCustomize your CRM with process automation featuresWho this book is for If you've already achieved your Salesforce administrator certification, this book will help you prepare for the Salesforce Advanced Administrator certification. You'll also find this guide useful if you are a Salesforce administrator or developer and want to maximize your administration skills with deeper knowledge of advanced Salesforce declarative features. 1-2 years of experience as a Salesforce administrator or developer is enough to help you to get the most out of the book. |
| field history tracking salesforce: Salesforce.com Secrets of Success David Taber, 2009-05-05 Drive Better Productivity and Increase Saleswith Salesforce.com–Starting Now Discover Real-World Best Practices—Without Paying Expensive Consultants You’re investing in Salesforce.com for one reason: to drive major performance improvements across your entire organization. Salesforce.com® Secrets of Success will help you do just that. Drawing on his experience with dozens of deployments, author David Taber offers expert guidance on every aspect of Salesforce.com deployment, with results-focused best practices for every area of the organization touched by Salesforce.com, including sales, marketing, customer service, finance, legal, and IT. This is information you’d otherwise have to pay a consultant $300/hour to get...information you won’t find in any other book! Taber walks you through developing a comprehensive and effective implementation strategy, followed by tactics and specifics to overcome every challenge you face, including internal politics. Through this book and its companion Web site, www.SFDC-secrets.com, Taber provides questionnaires, step-by-step guides, and extensive resources–all part of the Revenue Overdrive™ system that gives your organization maximum results from Salesforce.com. Achieve higher end-customer satisfaction and dramatic sales productivity gains Use the SFA Maturity Model™ to assess readiness, fill gaps, and gain early, deep user adoption Overcome “people, product, and process” pitfalls that can limit the value of Salesforce.com Learn which tools, add-ons, features, and extensions are right for your implementation This book’s start-to-finish roadmap for success can be used by companies of all sizes in all industries–with specific chapters for executives, team leaders, implementation team members, developers, and users throughout the business. |
| field history tracking salesforce: Cloud Computing Using Salesforce Ashwini Kumar Raj, Saifullah Saifi, 2021-01-02 Design customized software solutions using the Salesforce Application Development services. KEY FEATURES ● Get an overview of Salesforce ● Understand the Design and Data Process ● Automate Business Process using Salesforce tools ● Study up on Security & Data Management in Salesforce ● Learn how to write code on the Salesforce Platform DESCRIPTION This book enables you to use Salesforce as per your business needs. You will get an overview of all the aspects and features of Salesforce. Following the introduction, the book focuses on how to design an app. You will then learn how to use the Salesforce Data Process and Security Architecture in the app design. Moving on, you will understand how to use force.com to customize the UI and automate the process. Lastly, you will learn how to deploy and debug the app. If you are planning to get a PD1(Platform Developer 1), Admin, or App builder certification, this book is for you. WHAT YOU WILL LEARN ● Get to know more about the Lightning Experience Unit ● Learn how to develop reports and dashboards in Salesforce ● Get familiar with the basics of Salesforce Apex Coding and Programming ● Learn how to use Custom Controllers and Controller Extensions in Salesforce ● Learn how to integrate Email services in Salesforce WHO THIS BOOK IS FOR This book is designed for Computer Science students who want to learn Salesforce. It is also for Salesforce Admins, who wants to explore the coding part of Salesforce. This book will also help professionals to clear PD1(Platform Developer 1), Admin, and App builder certification. TABLE OF CONTENTS 1. Introduction to Cloud Computing 2. Salesforce Fundamentals 3. Introduction to Salesforce Lightning Interface 4. Introduction to CRM 5. Organisational Set up 6. Designing Applications on Force.com 7. Implementing Business Processes 8. Data Management 9. Data Analytics - Reports & Dashboards 10. SECURITY AND ACCESS 11. Introduction to Chatter 12. Mobile Administration 13. Programming with Apex 14. Use SOQL & SOSL 15. DML Essentials 16. Trigger Essential 17. Creating Visualforce Pages 18. Working with Custom Controllers and Controller Extensions 19. More Customization Less Programming 20. Testing Essentials 21. Scheduler, Batch, Email Service, Integration 22. Debugging & Deployment |
| field history tracking salesforce: Salesforce Platform App Builder Certification Rakesh Gupta, 2019-12-16 New or intermediate developers will want to use this hands-on guide to prepare for the Salesforce Certified Platform App Builder credential, awarded for designing, building, and implementing applications using the declarative customization capabilities of the Salesforce Platform. This is the first book available covering this content, and Salesforce training is very costly. This book is filled with real-world examples and hands-on exercises, enabling you to prepare for the certification exam in a short span of time. Multiple-choice study questions and exercises are included to help you apply what you learn in each chapter. Author Rakesh Gupta explains Salesforce Platform fundamentals, including knowledge about the limitations of the declarative platform and when to use programmatic development versus the AppExchange. Data management and data analytics are covered. And you will learn how to set up organization-wide features that affect the look and feel of your application. Sandbox design patterns and process automation tools available in Salesforce are discussed and you will know when to use them. You will become familiar with a wide array of topics, including designing a mobile app and reporting in Salesforce. What You Will Learn Know when to use declarative development versus programmatic development versus the AppExchange Understand the Salesforce data model, field type (when to use which fields), and how and when to use an external object in Salesforce Be familiar with security and settings in Salesforce See how easily users can migrate to the Lightning experience from the classic platform Implement business process automation using declarative features Apply the automation process in Salesforce Utilize Process Builder and manage its power to automate business processes Use sandboxes and deployment tools Who This Book Is For New or intermediate Salesforce developers or anyone in the Salesforce development arena who wants to learn or explore the platform |
| field history tracking salesforce: Salesforce ADM-201 Exam Preparation - New Georgio Daccache, Achieve success in your Salesforce ADM-201 Exam on the first try with our new and exclusive preparation book. This New and Exclusive book is designed to help you test your knowledge, providing a collection of the latest questions with detailed explanations and official references. Save both time and money by investing in this book, which covers all the topics included in the Salesforce ADM-201 exam. This book includes two full-length, highly important practice tests, each with 60 questions, for a total of 120 questions. It also provides detailed explanations for each question and official reference links. Dedicate your effort to mastering these Salesforce ADM-201 exam questions, as they offer up-to-date information on the entire exam syllabus. This book is strategically crafted to not only assess your knowledge and skills but also to boost your confidence for the official exam. With a focus on thorough preparation, passing the official Salesforce ADM-201 Exam on your first attempt becomes achievable through diligent study of these valuable resources. The official exam consists of 60 multiple-choice questions and allows 105 minutes for completion. A passing score is 65%, which translates to 39 correct answers. You have the option to take the test at a testing center or remotely using your own computer. Top of Form Welcome! |
| field history tracking salesforce: 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. |
| field history tracking salesforce: Practical Salesforce Architecture Paul McCollum, 2023-10-05 Once renowned as a customer relationship management tool, Salesforce has evolved into a cloud-first application and capability ecosystem. With dedicated components for tasks such as middleware, big data, reporting, ETL, data loading, and API orchestration, Salesforce has become more prevalent in modern architectures. This concise yet comprehensive guide provides an overview of Salesforce architecture for enterprise architects and Salesforce ecosystem architects. Author Paul McCollum, Salesforce Technical Architect at Accenture, provides a roadmap for integrating major elements of the Salesforce ecosystem with planned or existing enterprise architecture. You'll learn how to use these components to address the diverse needs of different organizations. Many companies today are adding or building multicloud capabilities and incorporating various elements from the Salesforce ecosystem. With this book, you'll learn: Strengths, weaknesses, and growth areas of Salesforce's enterprise architecture domain features How Salesforce compares to other cloud providers Methods for using the Salesforce ecosystem effectively to address your organization's needs How to integrate Salesforce with planned or existing enterprise architectures Ways to manage and forecast performance, complexity, and ease of operation across the Salesforce platform |
| field history tracking salesforce: 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. |
| field history tracking salesforce: Practical Salesforce Development Without Code Philip Weinmeister, 2019-06-04 Use this hands-on guide to build powerful solutions on the Salesforce platform without using a single line of code. This revised and expanded second edition includes Process Builder, Flow Builder, Lightning App Builder, Lightning Bolt Solutions, and more. Practical Salesforce Development Without Code shows you how to unlock the power of the Salesforce platform to solve real business problems. Adhering to Salesforce's clicks, not code mantra, Salesforce expert Phil Weinmeister walks Salesforce newcomers and veterans through different business problems and identifies effective—and proven—approaches to solutions using the platform's declarative framework. By adopting this book as your guide, you will learn how to deliver business solutions within Salesforce by combining analysis, creativity, and logic with core elements such as validation rules, workflow rules, processes, flows, formula fields, and Lightning apps. In addition, Weinmeister dissects and explains the most useful functions and features for declarative developers and shows you how to use them. Best of all, Weinmeister uses real-life business scenarios and visuals. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are enabled, equipped, and empowered. What You'll Learn Build objects, fields, and relationships to establish a sensible data model Automate business processes by using Workflow, Process Builder, and Flow Utilize functions and develop formulas effectively for a variety of business needs Develop approval processes to handle exception scenarios Employ actions to easily create efficient and relevant user experiences Manage your environments and deploy your solutions Who This Book Is for Business analysts, Salesforce administrators, and Salesforce developers |
| field history tracking salesforce: Salesforce ADM-201 Exam Preparation G Skills, This Book is made to help Salesforce ADM-201 Candidates to PASS their Exams on the first Try, saving their Time, their Money and Achieving the Best Results. Our Questions are written by Experts in the field of Salesforce Certification Preparation. The book is Up-to-date. We Cover all the exam's topics.The Book will be full of practice questions. Challenging material. And best of all, a chance to hone your skills. It’s ok if you feel in over your head. We all did at some point, this next step is about pushing through that fear and getting ready to tackle something as challenging as the ADM-201. Every topic is covered in a very engaging and interesting manner. Exam Format and Information: Exam Duration: 105 minutes. Exam Format: Multiple Choice and Multi-Response Questions. Exam Type: Proctored Exam. Number of Questions: 60 Questions. Eligibility/Pre-Requisite: None. Exam Language: English. Passing Score: 65%. Welcome! |
| field history tracking salesforce: Salesforce Data Architecture and Management Ahsan Zafar, 2021-07-30 Learn everything you need to become a successful data architect on the Salesforce platform Key Features Adopt best practices relating to data governance and learn how to implement them Learn how to work with data in Salesforce while maintaining scalability and security of an instance Gain insights into managing large data volumes in Salesforce Book Description As Salesforce orgs mature over time, data management and integrations are becoming more challenging than ever. Salesforce Data Architecture and Management follows a hands-on approach to managing data and tracking the performance of your Salesforce org. You'll start by understanding the role and skills required to become a successful data architect. The book focuses on data modeling concepts, how to apply them in Salesforce, and how they relate to objects and fields in Salesforce. You'll learn the intricacies of managing data in Salesforce, starting from understanding why Salesforce has chosen to optimize for read rather than write operations. After developing a solid foundation, you'll explore examples and best practices for managing your data. You'll understand how to manage your master data and discover what the Golden Record is and why it is important for organizations. Next, you'll learn how to align your MDM and CRM strategy with a discussion on Salesforce's Customer 360 and its key components. You'll also cover data governance, its multiple facets, and how GDPR compliance can be achieved with Salesforce. Finally, you'll discover Large Data Volumes (LDVs) and best practices for migrating data using APIs. By the end of this book, you'll be well-versed with data management, data backup, storage, and archiving in Salesforce. What you will learn Understand the Salesforce data architecture Explore various data backup and archival strategies Understand how the Salesforce platform is designed and how it is different from other relational databases Uncover tools that can help in data management that minimize data trust issues in your Salesforce org Focus on the Salesforce Customer 360 platform, its key components, and how it can help organizations in connecting with customers Discover how Salesforce can be used for GDPR compliance Measure and monitor the performance of your Salesforce org Who this book is for This book is for aspiring architects, Salesforce admins, and developers. You will also find the book useful if you're preparing for the Salesforce Data Architecture and Management exam. A basic understanding of Salesforce is assumed. |
| field history tracking salesforce: SalesForce.com ADM201 Certified Administrator Practice Exams and Flash Cards Mark Miller, 2012-03-07 |
| field history tracking salesforce: 1000 Important Salesforce (SFDC) Interview Questions and Answers Vamsee Puligadda, Get that job, you aspire for! Want to switch to that high paying job? Or are you already been preparing hard to give interview the next weekend? Do you know how many people get rejected in interviews by preparing only concepts but not focusing on actually which questions will be asked in the interview? Don't be that person this time. This is the most comprehensive Salesforce interview questions book that you can ever find out. It contains: 1000 most frequently asked and important Salesforce interview questions and answers Wide range of questions which cover not only basics in Salesforce but also most advanced and complex questions which will help freshers, experienced professionals, senior developers, testers to crack their interviews. |
| field history tracking salesforce: Mastering Application Development with Force.com Kevin J. Poorman, 2016-01-28 Design and develop state-of-the-art applications using Force.com's powerful development platform About This Book Flaunt your skillsets by developing complex applications that include demanding concepts such as triggers, Visualforce controllers, batch jobs, and Lightning components Earn the gratitude of your colleagues by structuring a project so that multiple developers can work independently of each other Kevin Poorman, the author of the book and a Force.com MVP, shares his years of Force.com knowledge and experience with you through the medium of telling examples Who This Book Is For If you're a Force.com developer with a fundamental understanding of Apex and JavaScript but now want to enhance your skills with tips, tricks, and guidance on the best architectural and engineering practices, then this book is for you. What You Will Learn Creating triggers, and the best practices for writing them Developing a number of Visualforce controllers and extensions Integrating third-party web APIs into your Apex code Writing unit tests that cover testing bulk safety, user and profile settings, and negative tests Creating a Lightning component for use in Salesforce1 Getting acquainted with various methods for deploying metadata between orgs Using the Rest sObject API for access to Salesforce objects and data using the REST methodology Learning about overarching architectural considerations such as naming conventions, testing practices, and data modeling practices In Detail Force.com is an extremely powerful, scalable, and secure cloud platform, delivering a complete technology stack, ranging from databases and security to workflow and the user interface. With salesforce.com's Force.com cloud platform, you can build any business application and run it on your servers. The book will help you enhance your skillset and develop complex applications using Force.com. It gets you started with a quick refresher of Force.com's development tools and methodologies, and moves to an in-depth discussion of triggers, bulkification, DML order of operations, and trigger frameworks. Next, you will learn to use batchable and schedulable interfaces to process massive amounts of information asynchronously. You will also be introduced to Salesforce Lightning and cover components—including backend (apex) controllers, frontend (JavaScript) controllers, events, and attributes—in detail. Moving on, the book will focus on testing various apex components: what to test, when to write the tests, and—most importantly—how to test. Next, you will develop a changeset and use it to migrate your code from one org to another, and learn what other tools are out there for deploying metadata. You will also use command-line tools to authenticate and access the Force.com Rest sObject API and the Bulk sObject API; additionally, you will write a custom Rest endpoint, and learn how to structure a project so that multiple developers can work independently of each other without causing metadata conflicts. Finally, you will take an in-depth look at the overarching best practices for architecture (structure) and engineering (code) applications on the Force.com platform. Style and approach A step-by-step tutorial, with plenty of tips and tricks that will help you develop complex Force.com applications. |
| field history tracking salesforce: Getting Started with Salesforce Einstein Analytics Johan Yu, 2019-09-11 Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files). Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored. What You Will Learn Use data from Salesforce and external sources Create a dataflow to build a flexible datasetBuild dashboards using Einstein Analytics Explore and analyze data using Einstein Analytics Utilize SAQL and binding to create advance dashboards Who This Book Is For IT users getting started with Einstein Analytics, Salesforce consultants starting new Einstein Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on new analytics features |
| field history tracking salesforce: Professional Heroku Programming Chris Kemp, Brad Gyger, 2013-01-22 A complete guide to building and deploying web apps with Heroku A cloud application platform, Heroku is currently the only approved platform for creating apps within Facebook, and its number of users is growing at rapid pace. However, there are very few books on the market that offer professional-level coverage of this platform, until now. The author duo begins with an introduction to the Heroku platform and its associated core concepts and then goes on to explain how writing for this platform differs from that of traditional development systems. Example applications, additional resources, and advice for your next steps round out this resource, making it a thorough, indispensable guide. Features information not found anywhere else, as both authors work for Heroku Explains the inner workings of Heroku with special emphasis placed on building web and mobile applications Introduces GIT-based development workflow and the process model within the Heroku platform Details coding, building, deploying, and scaling effectively using the Heroku tool base Providing you with fully functional code and downloadable code examples, Professional Heroku Programming is your complete guide to mastering this platform. |
| field history tracking salesforce: Developing Data Migrations and Integrations with Salesforce David Masri, 2018-12-18 Migrate your data to Salesforce and build low-maintenance and high-performing data integrations to get the most out of Salesforce and make it a go-to place for all your organization's customer information. When companies choose to roll out Salesforce, users expect it to be the place to find any and all Information related to a customer—the coveted Client 360° view. On the day you go live, users expect to see all their accounts, contacts, and historical data in the system. They also expect that data entered in other systems will be exposed in Salesforce automatically and in a timely manner. This book shows you how to migrate all your legacy data to Salesforce and then design integrations to your organization's mission-critical systems. As the Salesforce platform grows more powerful, it also grows in complexity. Whether you are migrating data to Salesforce, or integrating with Salesforce, it is important to understand how these complexities need to be reflected in your design. Developing Data Migrations and Integrations with Salesforce covers everything you need to know to migrate your data to Salesforce the right way, and how to design low-maintenance, high-performing data integrations with Salesforce. This book is written by a practicing Salesforce integration architect with dozens of Salesforce projects under his belt. The patterns and practices covered in this book are the results of the lessons learned during those projects. What You’ll Learn Know how Salesforce’s data engine is architected and why Use the Salesforce Data APIs to load and extract data Plan and execute your data migration to Salesforce Design low-maintenance, high-performing data integrations with Salesforce Understand common data integration patterns and the pros and cons of each Know real-time integration options for Salesforce Be aware of common pitfalls Build reusable transformation code covering commonly needed Salesforce transformation patterns Who This Book Is For Those tasked with migrating data to Salesforce or building ongoing data integrations with Salesforce, regardless of the ETL tool or middleware chosen; project sponsors or managers nervous about data tracks putting their projects at risk; aspiring Salesforce integration and/or migration specialists; Salesforce developers or architects looking to expand their skills and take on new challenges |
| field history tracking salesforce: PC Mag , 2000-09-19 PCMag.com is a leading authority on technology, delivering Labs-based, independent reviews of the latest products and services. Our expert industry analysis and practical solutions help you make better buying decisions and get more from technology. |
| field history tracking salesforce: 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. |
| field history tracking salesforce: Connected Strategy Nicolaj Siggelkow, Christian Terwiesch, 2019-04-30 Business Models for Transforming Customer Relationships What if there were a way to turn occasional, sporadic transactions with customers into long-term, continuous relationships--while simultaneously driving dramatic improvements in operational efficiency? What if you could break your existing trade-offs between superior customer experience and low cost? This is the promise of a connected strategy. New forms of connectivity--involving frequent, low-friction, customized interactions--mean that companies can now anticipate customer needs as they arise, or even before. Simultaneously, enabled by these technologies, companies can create new business models that deliver more value to customers. Connected strategies are win-win: Customers get a dramatically improved experience, while companies boost operational efficiency. In this book, strategy and operations experts Nicolaj Siggelkow and Christian Terwiesch reveal the emergence of connected strategies as a new source of competitive advantage. With in-depth examples from companies operating in industries such as healthcare, financial services, mobility, retail, entertainment, nonprofit, and education, Connected Strategy identifies the four pathways--respond-to-desire, curated offering, coach behavior, and automatic execution--for turning episodic interactions into continuous relationships. The authors show how each pathway creates a competitive advantage, then guide you through the critical decisions for creating and implementing your own connected strategies. Whether you're trying to revitalize strategy in an established company or disrupt an industry as a startup, this book will help you: Reshape your connections with your customers Find new ways to connect with existing suppliers while also activating new sources of capacity Create the right revenue model Make the best technology choices to support your strategy Integrating rich examples, how-to advice, and practical tools in the form of workshop chapters throughout, this book is the ultimate resource for creating competitive advantage through connected relationships with your customers and redefined connections in your industry. |
| field history tracking salesforce: Salesforce for Beginners Sharif Shaalan, 2020-05-29 Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook Description Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals. What you will learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is for If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book. |
| field history tracking salesforce: PC Magazine , 2000 |
| field history tracking salesforce: 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 |
| field history tracking salesforce: Becoming a Salesforce Certified Technical Architect Tameem Bahri, 2021-02-12 Design and build high-performance, secure, and scalable Salesforce solutions to meet business demands and gain practical experience using real-world scenarios by creating engaging end-to-end solution presentations Key Features Learn common integration, data migration, and security patterns for designing scalable and reliable solutions on the Salesforce Lightning platform Build an end-to-end delivery framework pipeline for delivering successful projects within specified timelines Gain access to an exclusive book club of skilled Salesforce professionals, to discuss ideas, best practices, and share experiences of designing modern solutions using Salesforce Book DescriptionSalesforce Certified Technical Architect (CTA) is the ultimate certification to validate your knowledge and skills when it comes to designing and building high-performance technical solutions on the Salesforce platform. The CTA certificate is granted after successfully passing the CTA review board exam, which tests your platform expertise and soft skills for communicating your solutions and vision. You’ll start with the core concepts that every architect should master, including data lifecycle, integration, and security, and build your aptitude for creating high-level technical solutions. Using real-world examples, you’ll explore essential topics such as selecting systems or components for your solutions, designing scalable and secure Salesforce architecture, and planning the development lifecycle and deployments. Finally, you'll work on two full mock scenarios that simulate the review board exam, helping you learn how to identify requirements, create a draft solution, and combine all the elements together to create an engaging story to present in front of the board or to a client in real life. By the end of this Salesforce book, you’ll have gained the knowledge and skills required to pass the review board exam and implement architectural best practices and strategies in your day-to-day work.What you will learn Explore data lifecycle management and apply it effectively in the Salesforce ecosystem Design appropriate enterprise integration interfaces to build your connected solution Understand the essential concepts of identity and access management Develop scalable Salesforce data and system architecture Design the project environment and release strategy for your solution Articulate the benefits, limitations, and design considerations relating to your solution Discover tips, tricks, and strategies to prepare for the Salesforce CTA review board exam Who this book is for This book is for Salesforce architects who want to become certified technical architects by learning how to design secure and scalable technical solutions for their organizations. A solid understanding of the Salesforce platform is required, ideally combined with 3 to 5 years of practical experience as an application architect, system architect, enterprise architect, or solution architect. |
FIELD Definition & Meaning - Merriam-Webster
The meaning of FIELD is an open land area free of woods and buildings. How to use field in a sentence.
Field - Wikipedia
Field (physics), a mathematical construct for analysis of remote effects Electric field, term in physics to describe the energy that surrounds electrically charged particles; Magnetic field, …
FIELD | English meaning - Cambridge Dictionary
FIELD definition: 1. an area of land, used for growing crops or keeping animals, usually surrounded by a fence: 2. a…. Learn more.
Field - definition of field by The Free Dictionary
field - somewhere (away from a studio or office or library or laboratory) where practical work is done or data is collected; "anthropologists do much of their work in the field"
Field - Definition, Meaning & Synonyms - Vocabulary.com
A type of business or area of study is a field. All the subjects you study in school are different fields of study. Baseball players field a ball, and you need nine players to field a team.
field noun - Definition, pictures, pronunciation and usage notes ...
Definition of field noun in Oxford Advanced American Dictionary. Meaning, pronunciation, picture, example sentences, grammar, usage notes, synonyms and more. Toggle navigation
Field Definition & Meaning - YourDictionary
Field definition: A range, area, or subject of human activity, interest, or knowledge.
field - WordReference.com Dictionary of English
a sphere of activity, interest, etc., esp. within a particular business or profession: the field of teaching; the field of Shakespearean scholarship. the area or region drawn on or serviced by a …
What does field mean? - Definitions.net
Definition of field in the Definitions.net dictionary. Meaning of field. What does field mean? Information and translations of field in the most comprehensive dictionary definitions resource …
FIELD definition and meaning | Collins English Dictionary
A field is an area of land or sea bed under which large amounts of a particular mineral have been found.
FIELD Definition & Meaning - Merriam-Webster
The meaning of FIELD is an open land area free of woods and buildings. How to use field in a sentence.
Field - Wikipedia
Field (physics), a mathematical construct for analysis of remote effects Electric field, term in physics to describe the energy that surrounds electrically charged particles; Magnetic field, …
FIELD | English meaning - Cambridge Dictionary
FIELD definition: 1. an area of land, used for growing crops or keeping animals, usually surrounded by a fence: 2. a…. Learn more.
Field - definition of field by The Free Dictionary
field - somewhere (away from a studio or office or library or laboratory) where practical work is done or data is collected; "anthropologists do much of their work in the field"
Field - Definition, Meaning & Synonyms - Vocabulary.com
A type of business or area of study is a field. All the subjects you study in school are different fields of study. Baseball players field a ball, and you need nine players to field a team.
field noun - Definition, pictures, pronunciation and usage notes ...
Definition of field noun in Oxford Advanced American Dictionary. Meaning, pronunciation, picture, example sentences, grammar, usage notes, synonyms and more. Toggle navigation
Field Definition & Meaning - YourDictionary
Field definition: A range, area, or subject of human activity, interest, or knowledge.
field - WordReference.com Dictionary of English
a sphere of activity, interest, etc., esp. within a particular business or profession: the field of teaching; the field of Shakespearean scholarship. the area or region drawn on or serviced by a …
What does field mean? - Definitions.net
Definition of field in the Definitions.net dictionary. Meaning of field. What does field mean? Information and translations of field in the most comprehensive dictionary definitions resource …
FIELD definition and meaning | Collins English Dictionary
A field is an area of land or sea bed under which large amounts of a particular mineral have been found.
