› › Teach Yourself Visually Salesforce Com 2nd Edition

Learning Salesforce Visual Workflow and Process Builder

Author : Rakesh Gupta

Publisher : Packt Publishing Ltd

Page : 442 pages

File Size : 36,87 MB

Release : 2017-05-18

Category : Computers

ISBN : 1787281825

Get eBook

Book Description

Click your way to automating various business processes using Salesforce Visual Workflow About This Book Develop an application using Point and Click with the help of Flow Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page Save user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy Flow and Process Builder Understand the concepts of Subflow and Login Flow Handle complex business processes using Process builder and keep them clean Use existing or new Flows to work with Salesforce Lightning Experience. Who This Book Is For This book is intended for those who want to use Flows to automate their business requirements by clicking, not coding. No previous experience in computer coding or programming is required What You Will Learn Develop an application using point and click with the help of Flow Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page Save user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy Flow and Process Builder Understand the concepts of Subflow and Login Flow Handle complex business processes using Process builder and keep them clean Use existing or new Flows to work with Salesforce Lightning Experience. In Detail Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows. Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage. The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience. By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage. Style and approach Step by step approch to use Process Builder to solve complex business requirements with the help of Flow



Teach Yourself VISUALLY Salesforce.com

Author : Justin Davis

Publisher : John Wiley & Sons

Page : 352 pages

File Size : 11,78 MB

Release : 2015-03-30

Category : Computers

ISBN : 1119047692

Get eBook

Book Description

The highly visual, step-by-step guide to getting the most out of Salesforce.com Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of Salesforce.com. You'll be walked through each step of the entire process, from choosing the right edition and customizing your service to capturing leads, inputting contacts, tracking correspondence, reviewing reports, and more. This updated edition covers the newest features and tools that make your business run more smoothly, so you can get up and running quickly. This book is your ultimate guide to optimizing Salesforce.com capabilities, helping you leverage your data into added value for your business. Choose the right Salesforce.com edition to suit your needs Master the latest and most helpful features Personalize your system for a tailor-made CRM solution Manage accounts, develop contacts, track inventory, and more



Practical Salesforce.com Development Without Code

Author : Philip Weinmeister

Publisher : Apress

Page : 0 pages

File Size : 26,40 MB

Release : 2015-04-05

Category : Computers

ISBN : 9781484200995

Get eBook

Book Description

Are you facing a challenging Salesforce.com problem—say, relating to customization, configuration, reporting, dashboards, or formulation—that you can’t quite crack? Or maybe you are hoping to infuse some creativity into your solution design strategy to solve problems faster or make solutions more efficient? Practical Salesforce.com Development Without Code shows you how to unlock the power of the Force.com platform to solve real business problems—and all without writing a line of code. Adhering to Salesforce.com’s "Clicks, not code" mantra, Salesforce.com expert Phil Weinmeister walks you through different business problems and identifies effective, creative—and proven—approaches to solutions using the software’s declarative framework. If you are a Salesforce.com administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions—and now. Practical Salesforce.com Development Without Code is your lifeline. You will learn how to deliver business solutions within Salesforce.com by combining analysis, creativity, and logic with some of its core elements, including validation rules, workflow rules, formula fields, and flows. In addition, Weinmeister dissects and explains the most useful functions and features for developers, and shows you how to use them. Among other things, you will learn how to: Automate business processes Build reports Customize interfaces and dashboards Become expert in developing formulas Learn how to use functions effectively Develop intricate approval processes Best of all, Weinmeister uses real-life business scenarios and visuals—while sparing you the boring technical jargon—to keep you energized, engaged, and learning something new with every page you read. Practical Salesforce.com Development Without Code will help you absorb the principles behind dozens of new and creative ways to solve your business problems. And that will save you time and make sure your internal customers or clients are well satisfied and productive.



Sales Force Management

Author : Joseph F. Hair, Jr.

Publisher : John Wiley & Sons

Page : 544 pages

File Size : 44,50 MB

Release : 2020-09-16

Category : Business & Economics

ISBN : 1119702836

Get eBook

Book Description

The second edition of Sales Force Management prepares students for professional success in the field. Focused on the areas of customer loyalty, customer relationship management, and sales technology, this practical resource integrates selling and sales management while highlighting the importance of teamwork in any sales and marketing organization. The text presents core concepts using a comprehensive pedagogical framework—featuring real-world case studies, illustrative examples, and innovative exercises designed to facilitate a deeper understanding of sales management challenges and to develop stronger sales management skills. Supported with a variety of essential ancillary resources for instructors and students, Sales Force Management, 2nd Edition includes digital multimedia PowerPoints for each chapter equipped with voice-over recordings ideal for both distance and in-person learning. Additional assets include the instructor's manual, computerized and printable test banks, and a student companion site filled with glossaries, flash cards, crossword puzzles for reviewing key terms, and more. Integrating theoretical, analytical, and pragmatic approaches to sales management, the text offers balanced coverage of a diverse range of sales concepts, issues, and activities. This fully-updated edition addresses the responsibilities central to managing sales people across multiple channels and through a variety of methods. Organized into four parts, the text provides an overview of personal selling and sales management, discusses planning, organizing, and developing the sales force, examines managing and directing sales force activities, and explains effective methods for controlling and evaluating sales force performance.



Learning Salesforce Development with Apex

Author : Paul Battisson

Publisher : BPB Publications

Page : 313 pages

File Size : 26,99 MB

Release : 2022-08-12

Category : Computers

ISBN : 9355510276

Get eBook

Book Description

Learn to harness the power of the Apex language to build Salesforce applications DESCRIPTION Acquiring knowledge of Apex has proved to be a valuable skill for developers eager to add business logic, as well as to execute flow and transaction control statements on Salesforce server. In this updated and expanded second edition, Author Paul Battisson places a significant emphasis on the scalability, security, and deployment capabilities of Salesforce applications. The nine-time Salesforce MVP took another shot at teaching Apex programming and getting people to start developing Salesforce applications with complete confidence. Some of the most notable features of this newer edition are: -Setting up the Salesforce development environment and improving code storage and execution techniques. -Writing secure Apex code and different ways to enforce security while scaling applications. -Multiple ways to put your Apex code into production. -Acquire working knowledge of declaring variables in Apex. -Recognize Apex's collection-based functionality. -Use Apex's different control statements to manage the flow of a program. -Get familiar with Apex's built-in testing tools. -Acquire proficiency in interacting with third-party applications and data. -A quick rundown on successfully operating and managing CI/CD and DevOps. -Expert-run approaches and best practices to write robust codes and avoid major mistakes. The book contains updates on several sections of this book, including but not limited to programming principles, the use of REST APIs, code testing, and simple examples to assist you in developing dynamic solutions and creating a platform to build. WHO THIS BOOK IS FOR Both new and experienced Salesforce administrators can benefit from this book. Those who have no previous programming knowledge can also benefit from this book. The reader is anticipated to have a basic understanding of Salesforce as a platform. TABLE OF CONTENTS 1. An Introduction to the Salesforce Platform 2. What is Apex? 3. Variables in Apex 4. Collections 5. Control Statements and Operators 6. Apex Triggers 7. SOQL 8. SOSL 9. Apex Classes 10. Apex Class Inheritance 11. Enforcing Security in Apex 12. Testing Apex 13. Callouts in Apex 14. Deploying Your Apex Code 15. Apex Best Practices 16. Conclusion



Learning Salesforce Visual Workflow

Author : Rakesh Gupta

Publisher : Packt Publishing Ltd

Page : 264 pages

File Size : 26,86 MB

Release : 2015-04-29

Category : Computers

ISBN : 1785286684

Get eBook

Book Description

Learning Salesforce Visual Workflow is intended for those who want to use Flows to automate their business requirements by click not code. Salesforce maintains an incredibly user-friendly interface; no previous experience in computer coding or programming is required.



Microsoft Azure Essentials - Fundamentals of Azure

Author : Michael Collier

Publisher : Microsoft Press

Page : 400 pages

File Size : 45,9 MB

Release : 2015-01-29

Category : Computers

ISBN : 0735697302

Get eBook

Book Description

Microsoft Azure Essentials from Microsoft Press is a series of free ebooks designed to help you advance your technical skills with Microsoft Azure. The first ebook in the series, Microsoft Azure Essentials: Fundamentals of Azure, introduces developers and IT professionals to the wide range of capabilities in Azure. The authors - both Microsoft MVPs in Azure - present both conceptual and how-to content for key areas, including: Azure Websites and Azure Cloud Services Azure Virtual Machines Azure Storage Azure Virtual Networks Databases Azure Active Directory Management tools Business scenarios Watch Microsoft Press’s blog and Twitter (@MicrosoftPress) to learn about other free ebooks in the “Microsoft Azure Essentials” series.



Mastering Salesforce CRM Administration

Author : Rakesh Gupta

Publisher : Packt Publishing Ltd

Page : 405 pages

File Size : 48,84 MB

Release : 2017-03-27

Category : Computers

ISBN : 1786460769

Get eBook

Book Description

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.



Beginning DAX with Power BI

Author : Philip Seamark

Publisher : Apress

Page : 270 pages

File Size : 41,53 MB

Release : 2018-03-31

Category : Computers

ISBN : 1484234774

Get eBook

Book Description

Attention all SQL Pros, DAX is not just for writing Excel-based formulas! Get hands-on learning and expert advice on how to use the vast capabilities of the DAX language to solve common data modeling challenges. Beginning DAX with Power BI teaches key concepts such as mapping techniques from SQL to DAX, filtering, grouping, joining, pivoting, and using temporary tables, all aimed at the SQL professional. Join author Philip Seamark as he guides you on a journey through typical business data transformation scenarios and challenges, and teaches you, step-by-step, how to resolve challenges using DAX. Tips, tricks, and shortcuts are included and explained, along with examples of the SQL equivalent, in order to accelerate learning. Examples in the book range from beginner to advanced, with plenty of detailed explanation when walking through each scenario. What You’ll Learn Turbocharge your Power BI model by adding advanced DAX programming techniques Know when to use calculated measures versus calculated columns Generate new tables on the fly from existing data Optimize, monitor, and tune Power BI to improve performance of your models Discover new ideas, tricks, and time-saving techniques for better models Who This Book Is For Business intelligence developers, business analysts, or any SQL user who wants to use Power BI as a reporting tool. A solid understanding of SQL is recommended, as examples throughout the book include the DAX equivalents to SQL problem/solution scenarios.



Nonprofit Management 101

Author : Darian Rodriguez Heyman

Publisher : John Wiley & Sons

Page : 672 pages

File Size : 22,75 MB

Release : 2011-03-23

Category : Business & Economics

ISBN : 1118017943

Get eBook

Book Description

A comprehensive handbook for leading a successful nonprofit This handbook can educate and empower a whole generation of nonprofit leaders and professionals by bringing together top experts in the field to share their knowledge and wisdom gained through experience. This book provides nonprofit professionals with the conceptual frameworks, practical knowledge, and concise guidance needed to succeed in the social sector. Designed as a handbook, the book is filled with sage advice and insights from a variety of trusted experts that can help nonprofit professionals prepare to achieve their organizational and personal goals, develop a better understanding of what they need to do to lead, support, and grow an effective organization. Addresses a wealth of topics including fundraising, Managing Technology, Marketing, Finances, Advocacy, Working with Boards Contributors are noted nonprofit experts who define the core capabilities needed to manage a successful nonprofit Author is the former Executive Director of Craigslist Foundation This important resource offers professionals key insights that will have a direct impact on improving their daily work.