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| enterprise territory management 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. |
| enterprise territory management 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. |
| enterprise territory management 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. |
| enterprise territory management salesforce: Salesforce Sales Cloud – An Implementation Handbook Kerry Townsend, 2024-04-30 Design and build Sales Cloud solutions to solve business challenges with this easy-to-follow handbook Key Features Discover the full range of capabilities offered by Sales Cloud and how to map them to business processes Learn how to plan and deliver all aspects of a successful Sales Cloud implementation Explore advanced concepts to integrate and extend Sales Cloud Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionSalesforce Sales Cloud is a system rich in functionality, addressing many sales business challenges such as sales productivity, forecast visibility, and sales enablement. However, unlocking the full value of the system and getting maximum returns pose a challenge, especially if you’re new to the technology. This implementation handbook goes beyond mere configuration to ensure a successful implementation journey. From laying the groundwork for your project to engaging stakeholders with sales-specific business insights, this book equips you with the knowledge you need to plan and execute. As you progress, you’ll learn how to design a robust data model to support the sales and lead generation process, followed by crafting an intuitive user experience to drive productivity. You’ll then explore crucial post-building aspects such as testing, training, and releasing functionality. Finally, you’ll discover how the solutions’ capability can be expanded by adding and integrating other tools to address typical sales use cases. By the end of this book, you’ll have grasped how to leverage Sales Cloud to solve sales challenges and have gained the confidence to design and implement solutions successfully with the help of real-world use cases.What you will learn Find out how Sales Cloud capabilities solve common sales challenges Determine the best development methodologies Design and build core sales processes, including demand generation and sales productivity Implement best practices for testing and training with accurate data Build a release plan by understanding the types of post-go-live support Explore territory management and model additional processes with Sales Cloud Understand common system integration use cases Harness the power of AppExchange solutions for sales Who this book is for This book is for administrators, consultants, and business analysts who want to understand and apply the capabilities of Salesforce Sales Cloud. Whether you’re completely new to Sales Cloud or enhancing existing functionalities within your organization, this handbook is your trusted companion. Business stakeholders responsible for or involved in Sales Cloud implementations will also benefit from this book. |
| enterprise territory management 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. |
| enterprise territory management 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 |
| enterprise territory management salesforce: Salesforce Anti-Patterns Lars Malmqvist, 2022-11-30 Avoid implementation failures and technical debt by mitigating anti-patterns in your Salesforce enterprise solutions using expert guidance and proven recommendations Purchase of the print or Kindle book includes a free eBook PDF Key Features Build exemplary Salesforce architectures by studying anti-patterns that lead to failing systems Demonstrate deep architectural principles that you can apply in your Salesforce projects Identify common problems in Salesforce architectures and apply better architectural solutions Book DescriptionSalesforce Anti-Patterns teaches you to spot errors in Salesforce patterns that may seem like a good idea at first but end up costing you dearly. This book will enable Salesforce developers and architects to understand how ingenious Salesforce architectures can be created by studying anti-patterns and solutions to problems that can later lead to serious implementation issues. While there are several books on the market that start with the question, “How do I create great Salesforce architecture?” and proceed to a solution from there, this book instead starts by asking, “What tends to go wrong with Salesforce architectures?” and proceeds to a solution from there. In this book, you’ll find out how to identify and mitigate anti-patterns in the technical domains of system architecture, data architecture, and security architecture, along with anti-patterns in the functional domain of solution architecture as well as for integration architecture. You’ll also learn about common anti-patterns affecting your Salesforce development process and governance and, finally, how to spot common problems in how architects communicate their solutions. By the end of this Salesforce book, you’ll have gained the confidence to architect and communicate solutions on the Salesforce platform while dodging common mistakes.What you will learn Create a balanced system architecture by identifying common mistakes around on- and off-platform functionality and interfaces Avoid security problems that arise from anti-patterns on the Salesforce platform Spot common data architecture issues and discover intuitive ways to address them Avoid the dual traps of over- and under-customization in your solution architecture Explore common errors made in deployment setups, test strategy, and architecture governance Understand why bad communication patterns are so overlooked in architecture Who this book is for This book is for Salesforce architects, aspiring architects, developers, consultants, and decision makers who want to start making the right architectural choices or prepare for their journey to CTA. This book helps you gain a professional understanding of Salesforce and its building blocks. It is not code-centric, so you will benefit from both functional and technical experience, but a basic level of platform understanding is required. |
| enterprise territory management 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. |
| enterprise territory management 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 |
| enterprise territory management salesforce: Salesforce Administration Essentials for New Admins Practice Questions & Dumps Allied Books, The Salesforce ADM-201 exam preparation guide is designed to provide candidates with necessary information about the Administrator exam. It includes exam summary, sample questions, practice test, objectives and ways to interpret the exam objectives to enable candidates to assess the types of questions-answers that may be asked during the Salesforce Certified Administrator exam. Preparing for the Salesforce ADM-201 exam to become a Administration Essentials for New Admins Salesforce ADM ? Here we¡¯ve brought 630+ Exam Questions for you so that you can prepare well for this ADM-201 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. |
| enterprise territory management salesforce: 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. |
| enterprise territory management salesforce: Account Planning in Salesforce Donal Daly, 2013-02-01 Account Planning is a strategic imperative that goes beyond traditional selling tactics. The benefits that accrue go beyond simple revenue numbers, and point to an approach that must be focused not just on greater revenue as the sole arbiter of strategy. When Account Planning is executed well, customer satisfaction increases. Customers who are more satisfied buy more from you, and do so without calling your competitors first. Customers who are served well are easier to retain, and therefore it is easier to make your revenue targets year after year. |
| enterprise territory management salesforce: SalesForce.com ADM201 Certified Administrator Practice Exams and Flash Cards Mark Miller, 2012-03-07 |
| enterprise territory management salesforce: 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 |
| enterprise territory management salesforce: 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. |
| enterprise territory management salesforce: Salesforce.com Secrets of Success David Taber, 2013 New Tools and Best Practices for Driving More Sales and Profits with Salesforce.com From Chatter to the Service Cloud, Salesforce.com now offers unprecedented opportunities to supercharge business performance. But most SFDC customers won't achieve that potential. Salesforce.com(R) Secrets of Success, Second Edition, is the one guide that will help you transform these opportunities into profit. Drawing on his personal experience with more than a hundred deployments, David Taber guides you through every aspect of Salesforce.com planning, implementation, and management. Building on a first edition that earned rave reviews, Taber focuses on the most valuable innovations in Salesforce.com's most recent releases. Reflecting all that's been learned about making Salesforce.com work, Taber offers results-focused best practices for sales, marketing, customer service, finance, legal, IT, and beyond. You'll find indispensable new insights into accelerating user adoption, achieving stronger operational results, and overcoming today's key obstacles to maximizing the value of Salesforce.com. New coverage in this revised edition includes Using the Service Cloud to cut costs, accelerate time to revenue, improve agility, and maximize customer lifetime value Leveraging tablets and smartphones to build your CRM strategy Identifying prospects and delighting customers through Salesforce.com's Social CRM capabilities Promoting more effective internal and external collaboration with Chatter Identifying best practices for going all Cloud--and managing the attendant risks Establishing realistic hard and soft metrics for everything from productivity and profitability to social CRM performance Discovering today's most valuable third-party AppExchange products Together with its companion website (SFDC-secrets.com), this new edition offers updated questionnaires, worksheets, templates, checklists, and other resources for every executive, team member, developer, and stakeholder. |
| enterprise territory management 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. |
| enterprise territory management 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. |
| enterprise territory management salesforce: Gamification for Employee Engagement Akila Narayanan, 2014-12-30 If a positive and engaged team is important to you, get started with gamification now and discover how it could transform your workplace. |
| enterprise territory management salesforce: Pro Salesforce Analytics Cloud William Smith, Helen Sun, 2015-12-31 In this age of data economy, data analytics is recognized as a key differentiator for companies trying to gain a sustainable competitive advantage and outperform their peers. However, the complexity of establishing an analytical architecture due to a wide array of disparate technical capabilities offered by a plethora of vendors makes the deployment of an on-premise solution a daunting task. For this reason, the Salesforce Analytics Cloud has captured the imagination from of both IT and business communities. The Salesforce Analytics Cloud represents the rethinking of analytics for the business user. The Analytics Cloud is a cloud-based platform designed for the business user to have access to analytics on the go, providing answers to questions instantly on any device. This mobile-ready capability of the Salesforce Analytics Cloud means users can immediately collaborate and share insights with team members right inside Salesforce. Pro Salesforce Analytics Cloud provides actionable guidance on creating analytical capabilities using Salesforce Analytics Cloud. The book offers:/pulliA practical guide to Salesforce Analytics Cloud, including Wave Platform, Builder, and Explorer./liliDetailed business analytics use cases in various industries (e.g., retail, healthcare, financial services, and telecommunications)./liliArchitecture and best practices for integration, security, hybrid cloud coexistence, and governance./li/ulpemPro Sal/p/em/pesforce Analytics Cloud /emis the first comprehensive book on Salesforce Analytics and provides a holistic architecture view of different analytical capabilities and how they fit into the overall information architecture. It features real-world industry use cases and demonstrates how Salesforce’s Analytics Cloud solves business challenges and brings real value to the organization. |
| enterprise territory management 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. |
| enterprise territory management salesforce: Mastering Zoho Creator Ali Shabdar, 2017-09-12 Learn how to use Zoho Creator effectively to benefit your business. This book takes you through a number of real-life scenarios and teaches you how to use Zoho Creator to create solutions for your business, with no technical background needed and with little to no coding required. Sound too good to be true? Not with Zoho Creator. With the help of this book you can create a fully-functional cloud-based app that manages your company information, is elegant to use, and cost-effective to maintain. Get started today. Technology makes our lives easier and there are a large number of resources on offer to help with various tasks, including managing business information. With all the tools, apps, and services to choose from, it is still a daunting and often expensive undertaking for businesses to create solutions that fit their specific requirements. Mastering Zoho Creator will guide you through all of this. What You'll Learn Build Zoho Creator applications properly from the ground up Design with the user in mind Design with the data in mind Create and launch real world business applications, such as real estate management system Integrate your app with external tools and services Extend the capabilities of other Zoho offerings such as CRM Add advanced features by coding in Deluge scripting language Who This Book Is For Small business owners and solopreneurs who want to create business applications and solution to solve their day-to-day problems without the need for prior technical knowledge, coding, or the help of programmers and expensive external consultants. Solution providers and consultants who want to learn the ins and outs of Zoho tools and create world-class business applications for their clients quickly and efficiently. |
| enterprise territory management salesforce: Sales Force Management Mark W. Johnston, Greg W. Marshall, 2016-04-14 In this latest edition of Sales Force Management, Mark Johnston and Greg Marshall continue to build on the tradition of excellence established by Churchill, Ford, and Walker, increasing the book’s reputation globally as the leading textbook in the field. The authors have strengthened the focus on managing the modern tools of selling, such as customer relationship management (CRM), social media and technology-enabled selling, and sales analytics. It’s a contemporary classic, fully updated for modern sales management practice. Pedagogical features include: Engaging breakout questions designed to spark lively discussion Leadership challenge assignments and mini-cases to help students understand and apply the principles they have learned in the classroom Leadership, Innovation, and Technology boxes that simulate real-world challenges faced by salespeople and their managers New Ethical Moment boxes in each chapter put students on the firing line of making ethical choices in sales Role Plays that enable students to learn by doing A selection of comprehensive sales management cases on the companion website A companion website features an instructor’s manual, PowerPoints, and other tools to provide additional support for students and instructors. |
| enterprise territory management salesforce: Appity Slap , |
| enterprise territory management salesforce: Management Information Systems Kenneth C. Laudon, Jane Price Laudon, 2004 Management Information Systems provides comprehensive and integrative coverage of essential new technologies, information system applications, and their impact on business models and managerial decision-making in an exciting and interactive manner. The twelfth edition focuses on the major changes that have been made in information technology over the past two years, and includes new opening, closing, and Interactive Session cases. |
| enterprise territory management salesforce: Customer Relationship Management Francis Buttle, Stan Maklan, 2019-04-24 Customer Relationship Management, Fourth Edition continues to be the go-to CRM guide explaining with unrivalled clarity what CRM is, its uses, benefits and implementation. Buttle and Maklan take a managerial perspective to track the role of CRM throughout the customer journey stages of acquisition, retention and development. Theoretically sound and managerially relevant, the book is liberally illustrated with examples of technology applications that support marketing, sales and service teams as they interact with customers, but assumes no deep technical knowledge on the reader’s part. The book is structured around three core types of CRM – strategic, operational and analytical – and throughout each chapter, case illustrations of CRM in practice and images of CRM software demystify the technicalities. Ideal as a core textbook for advanced undergraduate and postgraduate students on CRM or related courses such as relationship marketing, digital marketing, customer experience management or key account management, the book is equally valuable to industry professionals, managers involved in CRM programs and those pursuing professional qualifications or accreditation in marketing, sales or service management. NEW TO THIS EDITION: New and updated international case illustrations throughout New and updated screenshots from CRM applications Fully updated to reflect the evolving CRM landscape, including extended coverage of: Big data and its influence on CRM Artificial intelligence (AI) Advances in CRM analytics The relationships between CRM and customer experience management The role of social media in customer management strategy Real-time marketing Chatbots and innovative customer self-service Privacy and data security Updated lecturer support materials online |
| enterprise territory management salesforce: Computerworld , 2005-01-17 For more than 40 years, Computerworld has been the leading source of technology news and information for IT influencers worldwide. Computerworld's award-winning Web site (Computerworld.com), twice-monthly publication, focused conference series and custom research form the hub of the world's largest global IT media network. |
| enterprise territory management salesforce: Appity Slap: A Small Business Guide to Web Apps, Tech Tools and Cloud Computing , |
| enterprise territory management salesforce: Cloud Computing Michael Miller, 2008-08-11 Cloud Computing: Web-Based Applications That Change the Way You Work and Collaborate On-Line Computing as you know it has changed. No longer are you tied to using expensive programs stored on your computer. No longer will you be able to only access your data from one computer. No longer will you be tied to doing work only from your work computer or playing only from your personal computer. Enter cloud computing—an exciting new way to work with programs and data, collaborate with friends and family, share ideas with coworkers and friends, and most of all, be more productive! The “cloud” consists of thousands of computers and servers, all linked and accessible to you via the Internet. With cloud computing, everything you do is now web-based instead of being desktop-based; you can access all your programs and documents from any computer that’s connected to the Internet. Whether you want to share photographs with your family, coordinate volunteers for a community organization, or manage a multi-faceted project in a large organization, cloud computing can help you do it more easily than ever before. Trust us. If you need to collaborate, cloud computing is the way to do it. • Learn what cloud computing is, how it works, who should use it, and why it’s the wave of the future. • Explore the practical benefits of cloud computing, from saving money on expensive programs to accessing your documents ANYWHERE. • See just how easy it is to manage work and personal schedules, share documents with coworkers and friends, edit digital photos, and much more! • Learn how to use web-based applications to collaborate on reports and presentations, share online calendars and to-do lists, manage large projects, and edit and store digital photographs. Michael Miller is known for his casual, easy-to-read writing style and his ability to explain a wide variety of complex topics to an everyday audience. Mr. Miller has written more than 80 nonfiction books over the past two decades, with more than a million copies in print. His books for Que include Absolute Beginner’s Guide to Computer Basics, Googlepedia: The Ultimate Google Resource, and Is It Safe?: Protecting Your Computer, Your Business, and Yourself Online. His website is located at www.molehillgroup.com. Covers the most popular cloud-based applications, including the following: • Adobe Photoshop Express • Apple MobileMe • Glide OS • Google Docs • Microsoft Office Live Workspace • Zoho Office CATEGORY: Web Applications COVERS: Cloud Computing USER LEVEL: Beginner-Intermediate |
| enterprise territory management 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. |
| enterprise territory management salesforce: The Future of Enterprise Applications AMR Research, 2006 |
| enterprise territory management salesforce: SALES AND DISTRIBUTION MANAGEMENT Dr. Chandra Bhushan Mishra, 2024-06-01 B.COM, THIRD SEMESTER MINOR/MAJOR [MARKETING SPECIALIZATION] Uniform Syllabus of all Universities of Bihar According to National Education Policy (NEP-2020) based on Choice Based Credit System (CBCS) for Four Year Undergraduate Programme |
| enterprise territory management salesforce: ABM Is B2B Sangram Vajre, Eric Spett, 2019-09-03 Instant Bestseller on Amazon in Marketing and Sales! FACT: Less than ONE percent of all leads become customers. As a business, how can you break that trend and achieve client fidelity? In this book we reveal the secrets behind the framework that will sell and retain your customers. Did you know that less than one percent of all leads become customers? It is a true and shocking stat, but there is a way to stop the waste and flip this around. In this highly anticipated book, we reveal the secrets behind our signature TEAM - Target, Engage, Activate, and Measure - framework to transform your approach to market, increase sales, and retain your ideal customers. Account-Based Marketing (ABM) is the new B2B. It's time to challenge the status quo of B2B Marketing and Sales, and transition to what the business arena already expects as the updated B2B model. A transformation like this can only happen through an account-based approach that unites marketing, sales, and customer success teams (go-to-market teams) as #OneTeam. In summary, the TEAM framework coupled with the account-based approach enables your company to focus on the target accounts, engage them in a meaningful way, activate the sales team with top tier accounts proactively, and finally measure success based on business outcomes over vanity metrics. It's time to take the lead and transition your business to ABM. The process is simple when you have the right book - ABM is B2B. What are you waiting for? |
| enterprise territory management 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 |
| enterprise territory management salesforce: Managing and Using Information Systems Keri E. Pearlson, Carol S. Saunders, Dennis F. Galletta, 2019-11-13 Managing & Using Information Systems: A Strategic Approach provides a solid knowledgebase of basic concepts to help readers become informed, competent participants in Information Systems (IS) decisions. Written for MBA students and general business managers alike, the text explains the fundamental principles and practices required to use and manage information, and illustrates how information systems can create, or obstruct, opportunities within various organizations. This revised and updated seventh edition discusses the business and design processes relevant to IS, and presents a basic framework to connect business strategy, IS strategy, and organizational strategy. Readers are guided through each essential aspect of information Systems, including information architecture and infrastructure, IT security, the business of Information Technology, IS sourcing, project management, business analytics, and relevant IS governance and ethical issues. Detailed chapters contain mini cases, full-length case studies, discussion topics, review questions, supplemental reading links, and a set of managerial concerns related to the topic. |
| enterprise territory management salesforce: Sales Management Thomas N. Ingram, Raymond W. LaForge, Ramon A. Avila, Charles H. Schwepker (Jr.), Michael R. Williams (Professor of marketing), 2021 |
| enterprise territory management salesforce: Information Industry Directory , 2009 Comprehensive directory of databases as well as services involved in the production and distribution of information in electronic form. There is a detailed subject index and function/service classification as well as name, keyword, and geographical location indexes. |
| enterprise territory management 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 |
| enterprise territory management salesforce: WordPress Bible Aaron Brazell, 2011-03-16 Get the latest word on the biggest self-hosted blogging tool on the market Within a week of the announcement of WordPress 3.0, it had been downloaded over a million times. Now you can get on the bandwagon of this popular open-source blogging tool with WordPress Bible, 2nd Edition. Whether you're a casual blogger or programming pro, this comprehensive guide covers the latest version of WordPress, from the basics through advanced application development. If you want to thoroughly learn WordPress, this is the book you need to succeed. Explores the principles of blogging, marketing, and social media interaction Shows you how to install and maintain WordPress Thoroughly covers WordPress basics, then ramps up to advanced topics Guides you through best security practices as both a user and a developer Helps you enhance your blog?s findability in major search engines and create customizable and dynamic themes Author maintains a high-profile blog in the WordPress community, Technosailor.com Tech edited by Mark Jaquith, one of the lead developers of WordPress The WordPress Bible is the only resource you need to learn WordPress from beginning to end. |
| enterprise territory management salesforce: SALES AND DISTRIBUTION MANAGEMENT RATHEE, RUPA, RAJAIN, PALLAVI, 2022-12-19 With a focus on integrating marketing and selling, this textbook provides a long-term orientation to sales and distribution management. The book covers key components of the subject with a practical perspective into the scope of sales management, theories and process of selling, sales quotas and territories, retail environment, channel decisions and management, salesforce management and supply chain management. Organising 21 chapters in two sections, the book is written with the aim to provide its readers with a concise yet thorough insight of various aspects of sales and distribution management. Beginning with the introduction and leading to the latest trends in distribution management, the book covers the whole gamut of the subject. The book will be of immense value to the undergraduate and postgraduate students of management and commerce. KEY FEATURES • Comprehensive yet concise: Presents a comprehensive, easy-to-read text written in an engaging style. • Practical Approach: Offers a practical approach with the help of numerous examples. • Industry preparedness: Provides sufficient food for thought to students to transform them into result-oriented marketers. • Emerging issues: Latest issues like managing sales during crisis and digital supply networks covered as separate chapters. • Case studies: A brief case study after each chapter, focusing on specific issues dealt within the chapter. • Case-based analytical and chapter-end Questions: Designed to help students ponder upon various aspects and analysing their understanding of the subject. TARGET AUDIENCE • BBA/MBA • B.Com |
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