Salesforce CRM

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1782170537
Format: PDF, ePub
Download Now
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.

Salesforce CRM

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1849683077
Format: PDF, ePub, Docs
Download Now
A practical guide through which you will discover how to set up and configure the application. Along the way, you will also be presented with solutions and real-life examples on how to further improve and maintain its functionality with clear step-by-step 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. By the end of the book, you will be ready to configure and administer a Salesforce CRM system in a real-world environment which fully supports your business needs.

Salesforce CRM the Definitive Admin Handbook

Author: Paul Goodey
Publisher:
ISBN: 9781786468963
Format: PDF, Mobi
Download Now
Successfully administer Salesforce CRM and Salesforce mobile implementations using best practices and real-world scenariosAbout This Book* See the latest best practice Salesforce administration principles, gain real-world experience, and understand critical design considerations to set up and customize Salesforce CRM* This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features* Step-by-step navigation and descriptions through the features of Salesforce CRM platform and clear guidance on the customization and administration of the applicationWho This Book Is ForThis 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 will enhance your knowledge and understanding of the Salesforce CRM platform and features.What You Will Learn* Manage and administer user records ad password policies* Configure and control the various organization-wide user interface features in Salesforce CRM* Set up and maintain a user and administer appropriate security and login access mechanisms* Apply organization security* Understand the capabilities of the Salesforce CRM sharing model* Create, delete, and customize fields, page layout, and list views for custom and standard objects* Find out how to use visualforce coding in Salesforce CRM* Implement the mechanisms for data management* Discover the tools to import, update, transfer, and mass delete dataIn DetailSalesforce CRM's winter '17 release has tons in store for Customer Relationship Management Service designed to transform your marketing and sales.With this complete guide to implementing the service, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to how to set up organization-wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Chatter, and Invitations.At the end of the book, we cover Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager and techniques to further enhance the system and improve the return on investment. Every chapter will be followed by example questions that you can expect in the certification examinations.

Salesforce CRM Admin Cookbook

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1849684251
Format: PDF, ePub, Docs
Download Now
This book is written in a Cookbook-style format and provides you with immediately useable recipes that extend the functionality of Salesforce CRM and solves real-world problems encountered within the Salesforce CRM application.The recipes in this Cookbook contain proven, step-by-step instructions along with detailed screenshots.This Cookbook has been designed so that you can read it chapter by chapter, starting with recipes that provide enhancements to the user interface, and finishing with recipes that cover data and systems integration. You can also refer to the list of recipes and choose to access them in no particular order. Either method allows you to rapidly implement solutions in your organization that extend and enhance the functionality of Salesforce CRM for your users.This book is for Salesforce administrators and developers who want to quickly incorporate enhanced functionality and extend the power of Salesforce CRM.Whether you are a Salesforce novice or a more experienced administrator, this book provides practical, step-by-step instructions in the use of hidden features, advanced user interface techniques, and solutions for process automation, plus data and systems integration. Not only are standard Salesforce CRM features covered, such as workflow and approval processes, validation rules, and formula fields, but you will also be exposed to further technologies that include HTML, Javascript, CSS, Apex, and Visualforce.

Salesforce Handbook

Author: Wes Nolte
Publisher: Lulu.com
ISBN: 1446108538
Format: PDF, ePub, Docs
Download Now
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.

Salesforce com For Dummies

Author: Tom Wong
Publisher: John Wiley & Sons
ISBN: 1118822145
Format: PDF, Mobi
Download Now
Explains tools offered on the web site, Salesforce.com, for managing company sales, marketing, customer service, and support operations, including personalizing the system, improving marketing campaigns, and measuring business performance.

Salesforce Platform App Builder Certification Handbook

Author: Siddhesh Kabe
Publisher: Packt Publishing Ltd
ISBN: 1785280775
Format: PDF
Download Now
A handy guide that covers the most essential topics for Salesforce Platform App Builder Certification in an easy-to-understand format About This Book Get to grips with the fundamentals of Force.com to pass the certification exam with flying colors Create Force.com applications, automate business processes, and manage data operations to be a successful Salesforce.com Certified Force.com app builder A step-by-step guide that covers the most essential topics for the Platform App Builder Certification in an easy-to-understand format Who This Book Is For Salesforce beginners who need to prepare for the Salesforce Platform App Builder Certification exam will benefit from this book. This book is ideal for developers and admins who are new to Salesforce CRM and the Force.com platform. It is recommended that users have some basic programming knowledge and are familiar with salesforce. By the end of the book, you will be ready to appear for the exam and develop various applications on the cloud platform. What You Will Learn Learn the basics of the force.com cloud platform Learn to build objects that align with your business Understand the process of building an application on force.com platform Kick-start your certification journey in basic- easy-to-follow guide Focus on important topics that help you accomplish your certification goals Learn to secure your application with the Salesforce security model Manipulate and process large amount of data using the data tools Prepare for the exam with sample mock questions In Detail The Salesforce Certified Platform App Builder exam is for individuals who want to demonstrate their skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of Force.com. This book will build a strong foundation in Force.com to prepare you for the platform app builder certification exam. It will guide you through designing the interface while introducing the Lightning Process Builder. Next, we will implement business logic using various point and click features of Force.com. We will learn to manage data and create reports and dashboards. We will then learn to administer the force.com application by configuring the object-level, field-level, and record-level security. By the end of this book, you will be completely equipped to take the Platform App Builder certification exam. Style and approach Simple and to-the-point examples that can be tried out in your developer org. A practical book for professionals who want to take the Salesforce Platform App Builder Certification exam. Sample questions for every topic in an exam pattern to help you prepare better, and tips to get things started. Full of screen-shots, diagrams, and clear step-by-step instructions that cover the entire syllabus for the exam.

Salesforce com Secrets of Success

Author: David Taber
Publisher: Pearson Education
ISBN: 013351739X
Format: PDF, ePub, Mobi
Download Now
A guide to every aspect of Salesforce.com covers such topics as using the service cloud, promoting collaboration through Chatter, and establishing metrics for social CRM performance.

Salesforce Reporting and Dashboards

Author: Johan Yu
Publisher: Packt Publishing Ltd
ISBN: 178439520X
Format: PDF, Docs
Download Now
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.

Salesforce Essentials for Administrators

Author: Mohith Shrivastava
Publisher: Packt Publishing Ltd
ISBN: 1784393061
Format: PDF, Docs
Download Now
This book is targeted at expert administrators or professionals who are new to Salesforce and want to learn the various features supported by the platform in a short space of time. The book can also be used by professionals preparing for Developer and Administrator certification exams from Salesforce.