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Salesforce End-to-End Implementation Handbook

Author : Kristian Margaryan Jorgensen

Publisher : Packt Publishing Ltd

Page : 302 pages

File Size : 11,52 MB

Release : 2023-03-10

Category : Computers

ISBN : 1804617601

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Book Description

Packed with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programs Key Features Explore the end-to-end Salesforce implementation lifecycle with templates and practical examples Discover common issues and strategies for mitigation and prevention Work with checklists to assess the state of your Salesforce implementation in each phase Purchase of the print or Kindle book includes a free PDF eBook Book Description With ever-growing digital transformation programs involving Salesforce, there is a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementations. This book will act as a detailed guide for your Salesforce implementation journey, including common issues and pitfalls to mitigate and prevent errors. The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you'll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework. As you progress, you'll gain insights on the necessary activities, milestones, and common issues faced in salesforce implementation, along with strategies to mitigate them. At the end of each section, you'll find evaluation checklists to assess the state of your Salesforce implementation. By the end of this book, you'll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI. What you will learn Discover the critical activities in Salesforce implementation Address common issues faced in implementing Salesforce Explore appropriate delivery methodology Understand the importance of a change management strategy Govern Salesforce implementation through all its phases Gain insights on key activities in the continuous improvement phase Leverage customer 360 for analytics, AI and automation Who this book is for This book is for salesforce consultants, architects, project/program managers, delivery leaders for salesforce implementation, or product owners- planning to implement Salesforce or already implementing Salesforce for their organizations. If you are switching to a role in salesforce development, this book will act as a guide on what to expect on the job and how to ace it. Familiarity with basic business, CRM, and project management concepts is required.



Salesforce Architect's Handbook

Author : Dipanker Jyoti

Publisher : Apress

Page : 430 pages

File Size : 34,84 MB

Release : 2021-01-08

Category : Computers

ISBN : 9781484266304

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Book Description

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



Salesforce Sales Cloud – An Implementation Handbook

Author : Kerry Townsend

Publisher : Packt Publishing Ltd

Page : 368 pages

File Size : 35,84 MB

Release : 2024-04-30

Category : Computers

ISBN : 1804615188

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Book Description

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.



Salesforce CPQ Implementation Handbook

Author : Madhu Ramanujan

Publisher : Packt Publishing Ltd

Page : 316 pages

File Size : 26,62 MB

Release : 2022-04-14

Category : Computers

ISBN : 1801075743

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Book Description

An end-to-end practical guide to implementing Salesforce CPQ solutions, shortening your sales cycle, and generating a higher ROI Key FeaturesMaximize sales by reducing turnaround time and providing a quick analysis of profits and lossesGet up to speed with Salesforce CPQ concepts, best practices, and tips when choosing the right CPQ implementation strategyImplement CPQ configurations and automations for B2B and B2C business scenariosBook Description Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners. The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You'll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you'll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You'll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you'll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks. By the end of this Salesforce book, you'll be able to implement Salesforce CPQ for any business. What you will learnUnderstand Quote-2-Cash business processes and configure opportunities and quotesCreate custom CPQ actions and use custom filters for automating business needsDiscover how to configure products and product rulesUnderstand the CPQ pricing structure and methods, rules, multidimensional quoting, and quote automationExplore the CPQ data model and use the Salesforce Schema Builder to view and configure object relationshipsConfigure contracts, amendments, and renewals in SalesforceFocus on CPQ billing and its advantagesGain comprehensive insights into Industries CPQWho this book is for This book is for Salesforce administrators, business analysts, functional consultants, sales managers, Salesforce architects, and those looking to gain Salesforce CPQ certification. Working knowledge of the Salesforce ecosystem is recommended to get the most out of this book.



Salesforce B2C Solution Architect's Handbook

Author : Mike King

Publisher : Packt Publishing Ltd

Page : 458 pages

File Size : 13,23 MB

Release : 2021-11-19

Category : Computers

ISBN : 180181130X

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Book Description

The ultimate handbook for new and seasoned Salesforce B2C Solution Architects who want to design seamless B2C solutions across the Salesforce Customer 360 ecosystem – including B2C Commerce, Service Cloud, and Marketing Cloud Key Features Give your customers a frictionless experience by creating a unified view of all their interactions Get your architectural design right the first time and avoid costly reworks Prepare for the B2C Solution Architect exam and Salesforce certification with practical scenarios following Salesforce best practices Book DescriptionThere’s a huge demand on the market for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform and leverage data into actionable insights. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. While this book will help you prepare for the B2C Solution Architect exam, its true value lies in setting you up for success afterwards. The first few chapters will help you develop a solid understanding of the capabilities of each component in the Customer 360 ecosystem, their data models, and governance. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. Once you’ve mastered the core knowledge, you'll also learn about tools, techniques, and certification scenarios in preparation for the B2C Solution Architect exam. By the end of this book, you’ll have the skills to design scalable, secure, and future-proof solutions supporting critical business demands.What you will learn Explore key Customer 360 products and their integration options Choose the optimum integration architecture to unify data and experiences Architect a single view of the customer to support service, marketing, and commerce Plan for critical requirements, design decisions, and implementation sequences to avoid sub-optimal solutions Integrate Customer 360 solutions into a single-source-of-truth solution such as a master data model Support business needs that require functionality from more than one component by orchestrating data and user flows Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It’s primarily written for B2C commerce architects, application architects, integration architects, as well as system architects, enterprise architects, Salesforce architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you’ll need a solid understanding of data integration, APIs, and connected systems, along with knowledge of the fundamentals of business-to-consumer (B2C) customer experiences.



Salesforce AppExchange Success Blueprint

Author : Jakub Stefaniak

Publisher : Packt Publishing Ltd

Page : 342 pages

File Size : 48,2 MB

Release : 2023-10-27

Category : Computers

ISBN : 1835085598

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Book Description

Design, develop, publish, monetize, and scale your Salesforce application to become a successful independent software vendor (ISV) on the AppExchange Key Features Set up a strong foundation and make informed decisions to create innovative solutions Explore the world of the AppExchange development lifecycle Understand essential business strategies to maximize profitability from technical and business standpoints Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionAre you ready to turn your million-dollar ideas into reality? Salesforce AppExchange Success Blueprint is your ultimate guide to becoming a successful ISV partner and publishing your Salesforce applications on the AppExchange. This book covers every facet of the application development process, from the initial partnership establishment to smoothly preparing for security review and managing app releases. Packed with real-world examples, case studies, and detailed guides, it’ll help you master AppExchange development. Throughout this experience, you’ll discover how to create customer-centric applications that seamlessly integrate with external systems, ensuring a frictionless user experience. You’ll also navigate the intricate process of preparing for security reviews and managing app releases. In addition, you’ll delve into the critical realm of business strategy, addressing essential elements such as maximizing profitability, achieving operational excellence, leveraging analytics to make data-driven decisions, and effectively handling technical debt to maintain your app's robustness and scalability. By the end of this journey, you’ll possess a deep understanding of AppExchange development from both technical and business standpoints, making you well-prepared to excel in the Salesforce ecosystem. Let's embark on this exciting path together!What you will learn Find out how to become a successful ISV partner on the AppExchange Understand how to tackle the challenges of AppExchange development Uncover how to avoid common security review pitfalls Discover the best practices for configuring an AppExchange listing Maximize the revenue potential through pricing and monetization Understand how to manage technical debt to maintain product quality Build a successful and sustainable ISV partnership with Salesforce Who this book is forAre you a trailblazer exploring the untamed world of the Salesforce ecosystem, seeking opportunities for your business? You've come to the right place. This book is for a diverse range of readers - from budding Salesforce developers to seasoned AppExchange architects, tech entrepreneurs, and startup founders. Whether you're a visionary seeking to innovate within the Salesforce ecosystem, or a business owner considering expanding into the AppExchange market, this book will provide a comprehensive resource for success.



ChatGPT for Accelerating Salesforce Development

Author : Andy Forbes

Publisher : Packt Publishing Ltd

Page : 355 pages

File Size : 20,31 MB

Release : 2023-12-29

Category : Computers

ISBN : 1835082556

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Book Description

Harness ChatGPT for streamlined flows, effective configuration, proficient code writing, and enhanced project activities Key Features Improve process quality and reduce costs by incorporating ChatGPT into your Salesforce projects Optimize project workflows and align technical capabilities with business goals Integrate ChatGPT's strengths with Salesforce expertise to innovate business analysis, coding, and testing approaches Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionAuthored by a team of Salesforce masters with exemplary IT background, ChatGPT for Salesforce Development helps you learn about the intricacies of Salesforce design, configuration, coding, and testing, demonstrating how ChatGPT can simplify complex setups and enhance project team efficiency. With this book, you’ll unlock the effective use of ChatGPT for crafting user stories that align seamlessly with project goals, learn how to design and implement Salesforce flows, and quickly write clear, comprehensive, and high-quality project documentation. You’ll leverage ChatGPT to write new Apex code, decipher existing code, and explore the development of web services and callouts. This book covers everything from trigger creation to the development of Lightning Web Components (LWC), highlighting how these can accelerate the development process. Applying ChatGPT's debugging capabilities, you’ll swiftly identify and resolve Salesforce issues to uphold the integrity and performance of your Salesforce applications. By the end of this book, you’ll be adept at integrating ChatGPT at every stage of Salesforce project delivery, from initial configuration to final testing.What you will learn Masterfully craft detailed and engaging user stories tailored for Salesforce projects Leverage ChatGPT to design cutting-edge features within the Salesforce ecosystem, transforming ideas into functional and intuitive solutions Explore the integration of ChatGPT for configuring Salesforce environments Write Salesforce flows with ChatGPT, enhancing workflow automation and efficiency Develop custom LWCs with ChatGPT's assistance Discover effective testing techniques using ChatGPT for optimized performance and reliability Who this book is for This book is for Salesforce developers, offering insights into using ChatGPT to enhance their coding and configuration abilities. It's an invaluable resource for business analysts looking to use ChatGPT to translate complex requirements into actionable solutions. For testers, this book covers methods to leverage ChatGPT for more effective testing processes, ensuring higher quality outcomes. Product owners will gain insights into optimizing project workflows and aligning technical capabilities with business goals, making this book a must-have for Salesforce project team members.



Becoming a Salesforce Certified Technical Architect

Author : Tameem Bahri

Publisher : Packt Publishing Ltd

Page : 568 pages

File Size : 32,33 MB

Release : 2023-06-30

Category : Computers

ISBN : 1803239093

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Book Description

Gain practical experience designing and building high-performance, secure, and scalable Salesforce solutions using real-world scenarios. Purchase of the book unlocks access to web-based exam prep resources like flashcards and a free eBook PDF. Key Features Master each knowledge domain by applying key concepts to a real-world scenario Put all the skills covered in the book into action with two full mock scenarios Gain access to additional online assets including flashcards and exam tips Book DescriptionThis book is a complete guide to learning essential architectural concepts that’ll enable you to deliver secure, high-performant Salesforce solutions and pass the Salesforce CTA review board exam with confidence. This second edition comes with updated content, additional supporting material such as cheat sheets, and detailed practical examples, and helps you learn key soft skills to craft a winning presentation. You’ll begin by reviewing vital architectural concepts needed to create a scalable end-to-end Salesforce solution. Next, you’ll find out how to identify requirements and break down a problem into smaller, more solvable parts. As you advance, you’ll gain practical experience in managing design decisions and defending them using real-world scenarios. The book also helps familiarize you with the correct methodology to structure your solution presentation and the necessary supporting artifacts. Finally, you’ll practice providing solutions for two full hypothetical scenarios and structuring your playback step by step. By the end of this Salesforce book, you’ll be able to design a highly scalable Salesforce solution and create suitable material to comfortably explain the end-to-end solution to the CTA review board and potentially your customer, and have a higher chance of passing.What you will learn Explore core architectural concepts essential for any Salesforce architect Understand Salesforce knowledge domains using practical examples Practice creating solutions using scenarios focusing on particular knowledge domains Discover key artifacts needed to document and explain an end-to-end solution Apply data life cycle management effectively in the Salesforce ecosystem Design appropriate enterprise integration interfaces to build your connected solution Know what to expect on the day of the review board along with valuable tips and tricks Who this book is for This book is for Salesforce architects who want to design secure, performant, and scalable technical solutions for their organizations and ultimately become Salesforce Certified Technical Architects. A solid understanding of the Salesforce platform is required, ideally combined with three to five years of practical experience as an application architect, system architect, enterprise architect, or solution architect.



Mastering Apex Programming

Author : Paul Battisson

Publisher : Packt Publishing Ltd

Page : 394 pages

File Size : 26,3 MB

Release : 2023-11-29

Category : Computers

ISBN : 1837630429

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Book Description

Advance your Apex programming skills to the next level with best practices, proven techniques, and practical code samples with this updated edition along with the most recent advancements in Apex Key Features Understand the various integration asynchronous processing options in Apex and how to use them to scale you application Learn how to integrate external systems with Apex through both inbound and outbound integrations Profile and improve the performance of your Apex code Book DescriptionApplications built on the Salesforce platform are now a key part of many organizations' IT systems, with more complex and integrated solutions being delivered every day. As a Salesforce developer working with Apex, it is important to understand the range and variety of tools at your disposal, how and when to use them, and what the best practices are. This revised second edition includes a complete restructuring and five new chapters filled with detailed content on the latest Salesforce innovations including integrating with DataWeave in Apex, and utilizing Flow and Apex together to build scalable applications with Administrators. This Salesforce book starts with a discussion around common mistakes, debugging, exception handling, and testing. The second section focuses on the different asynchronous Apex programming options to help you build more scalable applications, before the third section focuses on integrations, including working with platform events and developing custom Apex REST web services. Finally, the book finishes with a section dedicated to profiling and improving the performance of your Apex including architecture. With code examples used to facilitate discussion throughout, by the end of the book you will be able to develop robust and scalable applications in Apex with confidence.What you will learn Understand common Apex mistakes and how to avoid them through best practices Learn how to debug Apex code effectively Discover the different asynchronous Apex options, common use cases, and best practices Extend the capabilities of the Salesforce platform with the power of integrations Parse and manipulate data easily with the use of DataWeave functions Develop custom Apex REST services to allow inbound integrations Profile and improve the performance of your Apex code Who this book is forDevelopers who have basic to intermediate Apex programming knowledge and are interested in mastering Apex programming while exploring the Salesforce.com platform. This book is also ideal for experienced Java or C# developers who are moving to Apex programming for developing apps on the Salesforce platform. Basic Apex programming knowledge is assumed.



Salesforce Data Architecture and Management

Author : Ahsan Zafar

Publisher : Packt Publishing Ltd

Page : 376 pages

File Size : 47,52 MB

Release : 2021-07-30

Category : Computers

ISBN : 1801076901

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Book Description

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.