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Salesforce CRM – The Definitive Admin Handbook - Third Edition
by Paul GoodeyThis 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.
Salesforce CRM Admin Cookbook
by Paul GoodeyThis 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 CRM Admin Cookbook, (2nd Edition)
by Paul Goodeyxtend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions. Key Features Implement advanced user interface techniques to improve the look and feel of Salesforce CRM. Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization. Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM. Book Description Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework. What you will learn Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques Improving the data quality in Salesforce CRM and automatic data capture Implement an approval process to control the way approvals are managed for records in Salesforce CRM Increase productivity using tools and features to provide advanced administration Extend Lightning Experience Record Pages to tailor user interaction experience Create Lightning component to implement Search before Create for customer/person accounts Who This Book Is For If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed. Table of Contents Home is where the heart is… Making a Picture Paint a Thousand Words... Automating Salesforce CRM Improving Data Quality in Salesforce CRM Implementing Approval Processes Productivity Tools for Superusers and Advanced Administration Extending Lightning Experience Record Pages Advanced Admin - Creating a "Search before Create" Lightning component
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
by Paul GoodeyLearn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques About This Book • See the latest best practice Salesforce administration principles, gain real-world advice, 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 of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application • Identify what is covered to create your own improved study guide for the certified administrator examination Who This Book Is For This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM. What You Will Learn • Manage and administer user records and password policies • Configure and control the various organization-wide user interface features in Salesforce CRM • Set up and maintain users, profiles, and permission sets 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 Apex and Visualforce coding can be used in Salesforce CRM • Implement the mechanisms for data management • Discover the tools to import, update, transfer, and mass delete data In Detail Salesforce CRM's Winter '17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, 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 the setting up of 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, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination. Style and approach This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.
Salesforce Developer I Certification: Learn the Basics of Apex, Lightning Web Components, and Flow (Certification Study Companion Series)
by Konstantin KapitanovThis book is a comprehensive learning guide tailored for professionals who primarily work as non-coders within the Salesforce ecosystem. By providing clear and practical insights, it serves as a roadmap to inspire individuals, regardless of their coding background, to embark on a systematic journey towards acquiring programming skills while navigating the Salesforce platform. This understanding of programming fundamentals is not only valuable for professional growth but also to cover exam preparation for certification as a Salesforce Developer I. Because it includes materials and practical code examples specifically tailored to the exam preparation. In addition the book equips readers with the practical knowledge and confidence to leverage potential of Salesforce's capabilities. This book covers a range of important topics, including Salesforce platform fundamentals and architecture, automatization tools, Apex as a programming language with code examples like triggers, methods, SOQL, SOSL, testing, Lightning web components, deployment tools, and various other subjects, including declarative programming methods by using Flow. Many of these topics are interconnected with relevant code examples or explanations tailored for the Developer I exam as well. Due to retirement and replacement of Workflow and Process Builder with Flow as a more universally applicable declarative tool in recent releases, it is essential to offer an integrated understanding of this context in relation to Apex programmatic methods. It helps for a better understanding of choosing the right methods and tools in certain use cases. Additionally, it's important to provide code examples and explain the structure to help beginners grasp the new Lightning Web Components (LWC) framework as a separate part from the classic Apex methodology. What You Will Learn Valuable insights into Salesforce Apex programming and Lightning Web Components in a straightforward and structured manner. Detailed explanations alongside numerous code examples tailored for non-coders. Salesforce platform fundamentals, the structure of Apex and Lightning Components, and declarative programming, alongside an overview of the capabilities provided by native Salesforce and additional tools. Who This Book is for: Based on estimates, Salesforce Developer Edition (available for free) has a user base of approximately three million individuals. This diverse group includes not only developers but also a significant number of other users, such as certified Salesforce professionals who do not code. Included are administrators, consultants, marketers, and more. This audience is typically interested in various resources for preparing for the Developer I certification exam. Further, a substantial portion of additional user group comprises individuals who may not currently be assigned to Developer Edition but actively engaged with another Salesforce clouds and seeking additional guidance and information.
Salesforce DevOps for Architects: Discover tools and techniques to optimize the delivery of your Salesforce projects
by Rob Cowell Lars MalmqvistMaster Salesforce DevOps while exploring deployment, packages, Git workflows, and organizational monitoring using third-party tools such as Salesforce DX, GitHub, Jenkins, Gearset, and CopadoKey FeaturesLearn to build a DevOps culture to mitigate project risks and boost return on investment (ROI)Delve into the principles of DevOps and how to apply them in Salesforce for maximum efficiencyExplore Salesforce DevOps tools, with examples and strategies for building a robust DevOps stackPurchase of the print or Kindle book includes a free PDF eBookBook DescriptionAs the Salesforce Platform evolves into an increasingly complex landscape, architects face a growing demand for advanced solutions. The key to successful Salesforce projects lies in effective DevOps practice, and this book helps you achieve just that by offering strategic and practical insights into Salesforce components. The book starts by cultivating a DevOps mindset, focusing on collaboration, coordination, and communication, and learning how to efficiently demonstrate governance, visibility, and accountability. Building upon this architectural foundation, you’ll delve into tools and techniques to plan your strategy using the capabilities of SFDX. Once you’ve gotten to grips with Salesforce packaging, you'll learn how to build a CI/CD stack with freely available software and configure it for automated change delivery. You’ll then address the operational concerns of a mature DevOps process as you explore topics such as ticket management, backups, change monitoring, and data seeding—essential for maintaining a clean and healthy Salesforce org. Finally, you’ll learn about the ecosystem of third-party solutions, which provide out-of-the-box capabilities to accelerate your Salesforce DevOps journey. By the end of this book, you'll have demystified Salesforce DevOps, empowering you to deliver Salesforce projects with the expertise of a DevOps professional.What you will learnGrasp the fundamentals of integrating a DevOps process into Salesforce project deliveryMaster the skill of communicating the benefits of Salesforce DevOps to stakeholdersRecognize the significance of fostering a DevOps culture and its impact on Salesforce projectsUnderstand the role of metrics in DevOps architecture within Salesforce environmentsGain insights into the components comprising a Salesforce DevOps toolchainDiscover strategies for maintaining a healthy Salesforce org with a variety of supporting DevOps toolsWho this book is forIf you are a Salesforce architect or senior developer looking to bring DevOps best practices to your projects, this book is for you. To learn from this book, you should have a strong familiarity with Salesforce platform development both in code and low-code, understand concepts such as metadata, JSON, and XML, and feel at ease with command-line operations.
Salesforce Essentials for Administrators
by Mohith ShrivastavaThis 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.
Salesforce Field Service: A Beginner’s Guide to Creating, Managing, and Automating Field Service
by Saiteja ChatratiSalesforce Field Service (formerly Field Service Lightning) connects customers, workforce, and products on a single platform to deliver exceptional on-site services. This book guides Field Service enthusiasts in creating, managing, and automating support with use cases and real-time examples.You will learn Salesforce Field Service which will help you better manage your customers, internal users, and field technicians. As you advance, you’ll learn the whole end-to-end life cycle of creating work orders, associating service appointments to work orders, scheduling and dispatching service appointments to field technicians, and completing the work orders.By the end of this book, you’ll be able to implement, test and deploy Salesforce Field Service for both Desktop and Mobile apps.What you’ll learn· Basics of Field Service· Field Service objects and data model· Field Service scheduling and optimization· Configuring Salesforce Field Service· Managing Salesforce Field Service capabilities· Configuring and using the Field Service Mobile App· Deploying and testing Salesforce Field Service· Salesforce Field Service KPIs and ReportingWho This Book Is forThis book is for Salesforce admins, developers, and consultants who are looking to learn and implement Salesforce Field Service. A basic understanding of Salesforce is assumed. Coding or programming experience is not required.
Salesforce For Dummies
by Liz Kao Jon PazYour easy-to-follow guide to the world’s leading cloud-based CRM software Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster. Get started with configuring Salesforce and set up the apps that your business needs Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes Find new ways to improve productivity and reduce administration timeSalesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world’s top CRM.
Salesforce For Dummies
by Liz Kao Jon PazYour easy-to-follow guide to the world’s leading cloud-based CRM software Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster. Get started with configuring Salesforce and set up the apps that your business needs Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes Find new ways to improve productivity and reduce administration timeSalesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world’s top CRM.
Salesforce Lightning Cookbook: Build modern enterprise apps using the new Lightning Design System, App Builder, and Components
by Syed Chand ShahOver 25 recipes to help you design and test informative applications on the Salesforce Lightning platform Key Features Learn Salesforce Lightning concepts from scratch. Build scalable enterprise apps with Salesforce design guidelines and the CSS framework Use Visualforce to build custom user interfaces for mobile and web apps Book Description The new Lightning Experience combines three major components—Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. If you wish to meet the challenges that Lightning throws at you head-on, then look no further because this practical book will be your faithful companion and ensure that you make best use of the Lightning platform. The book starts by walking you through the three major Lightning Components and helps you enable and configure a Lightning solution. You will explore the art of working with standard components and build a basic layout for the application. Then, you will add more advanced components using the Lightning Framework. Finally, you will also build and migrate reports and dashboards to make your app look more professional. Towards the end of the book, you'll make use of Design System to work with Salesforce data and lay out the entire page with the components that you've built, before integrating Visualforce in your application. What you will learn Enable and configure a Lightning solution Create standard Lightning solutions and build a basic page layout Add custom components to your Lightning pages Build and migrate reports and dashboards Integrate Lightning pages with Visualforce to enhance performance Add stunning custom designs and styling with Lightning Design System Who this book is for This book is ideal for Salesforce developers, admins, sales consultants, and sales managers who are comfortable with using Lightning features to build basic apps. Experience with JavaScript, CSS, and HTML would be an advantage but not compulsory.
Salesforce Lightning Cookbook: Build modern enterprise apps using the new Lightning Design System, App Builder, and Components
by Syed Chand ShahOver 25 recipes to help you design and test informative applications on the Salesforce Lightning platform Key Features Learn Salesforce Lightning concepts from scratch. Build scalable enterprise apps with Salesforce design guidelines and the CSS framework Use Visualforce to build custom user interfaces for mobile and web apps Book Description The new Lightning Experience combines three major components—Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. If you wish to meet the challenges that Lightning throws at you head-on, then look no further because this practical book will be your faithful companion and ensure that you make best use of the Lightning platform. The book starts by walking you through the three major Lightning Components and helps you enable and configure a Lightning solution. You will explore the art of working with standard components and build a basic layout for the application. Then, you will add more advanced components using the Lightning Framework. Finally, you will also build and migrate reports and dashboards to make your app look more professional. Towards the end of the book, you'll make use of Design System to work with Salesforce data and lay out the entire page with the components that you've built, before integrating Visualforce in your application. What you will learn Enable and configure a Lightning solution Create standard Lightning solutions and build a basic page layout Add custom components to your Lightning pages Build and migrate reports and dashboards Integrate Lightning pages with Visualforce to enhance performance Add stunning custom designs and styling with Lightning Design System Who this book is for This book is ideal for Salesforce developers, admins, sales consultants, and sales managers who are comfortable with using Lightning features to build basic apps. Experience with JavaScript, CSS, and HTML would be an advantage but not compulsory.
Salesforce Lightning Reporting and Dashboards
by Johan YuLearn 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.
Salesforce Marketing Cloud For Dummies
by Chester Bullock Mark PollardSalesforce Marketing Cloud: Take your digital marketing on a journey! Everything seems to be moving to the cloud these days—and digital marketing is no exception! Salesforce Marketing Cloud For Dummies guides you through the use of Salesforce's exciting suite of cloud-based digital marketing solutions, which have the power to help you plan, personalize, and optimize your customers' journey. Written by a leader of the Salesforce training and development team, Salesforce Marketing Cloud users will find essential information on using the suite of tools and tips and tricks that only an insider would be able to share. With easy-to-follow instructions, this guide helps you discover how to incorporate your data sets into the tools to create models, campaigns, and customer maps that enable you to create a positive experience for your customers. As Salesforce.com's multi-channel digital marketing platform, the Salesforce Marketing Cloud focuses on helping you manage one-on-one customer journeys. Leveraging a variety of features, this suite of tools offers email marketing, mobile marketing, social media marketing, content and messaging, predictive intelligence, and more. Your ability to navigate these features and functions will determine your digital marketing campaign's success, so it's critical that you make the most of this tool! Navigate and manage the Salesforce Marketing Cloud Define and understand your customers' journeys—and how you fit into them Engage your customers across devices, ensuring consistent communication Use predictive data to optimize engagement Salesforce Marketing Cloud For Dummies helps you make the most of your investment in the digital marketing world!
Salesforce Marketing Cloud For Dummies
by Chester Bullock Mark PollardSalesforce Marketing Cloud: Take your digital marketing on a journey! Everything seems to be moving to the cloud these days—and digital marketing is no exception! Salesforce Marketing Cloud For Dummies guides you through the use of Salesforce's exciting suite of cloud-based digital marketing solutions, which have the power to help you plan, personalize, and optimize your customers' journey. Written by a leader of the Salesforce training and development team, Salesforce Marketing Cloud users will find essential information on using the suite of tools and tips and tricks that only an insider would be able to share. With easy-to-follow instructions, this guide helps you discover how to incorporate your data sets into the tools to create models, campaigns, and customer maps that enable you to create a positive experience for your customers. As Salesforce.com's multi-channel digital marketing platform, the Salesforce Marketing Cloud focuses on helping you manage one-on-one customer journeys. Leveraging a variety of features, this suite of tools offers email marketing, mobile marketing, social media marketing, content and messaging, predictive intelligence, and more. Your ability to navigate these features and functions will determine your digital marketing campaign's success, so it's critical that you make the most of this tool! Navigate and manage the Salesforce Marketing Cloud Define and understand your customers' journeys—and how you fit into them Engage your customers across devices, ensuring consistent communication Use predictive data to optimize engagement Salesforce Marketing Cloud For Dummies helps you make the most of your investment in the digital marketing world!
Salesforce Platform App Builder Certification: A Practical Study Guide
by Rakesh GuptaNew 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 AppExchangeUnderstand the Salesforce data model, field type (when to use which fields), and how and when to use an external object in SalesforceBe familiar with security and settings in SalesforceSee how easily users can migrate to the Lightning experience from the classic platformImplement business process automation using declarative featuresApply the automation process in SalesforceUtilize Process Builder and manage its power to automate business processesUse 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
Salesforce Platform App Builder Certification Guide: A beginner's guide to building apps on the Salesforce Platform and passing the Salesforce Platform App Builder exam
by Paul GoodeyGet up to speed with the essential concepts and techniques necessary to prepare for the Salesforce Platform App Builder certification examKey FeaturesPrepare for the Salesforce Platform App Builder certification exam by exploring important concepts and expert tips and techniquesDesign the data model, user interface, business logic, and security for custom appsUnderstand the key milestones and considerations when managing an application lifecycleBook DescriptionDo you want to be able to confidently design and build apps that support business processes within the Lightning Platform? Salesforce Platform App Builder Certification Guide not only helps you to do this, but also prepares you for the certification exam.The book starts by describing the core capabilities of the Lightning Platform. You'll learn techniques for data modeling to design, build, and deploy apps without writing code and achieve rapid results with the declarative capabilities that the Lightning Platform provides. Next, you'll explore utilities for importing and exporting data and the features available in the Lightning Platform to restrict and extend access to objects, fields, and records. You'll also be able to customize the Salesforce Lightning Experience user interface (UI) and build functionality for custom buttons, links, and actions. Later, this certification study guide will take you through reporting and the social and mobile features of the Lightning Platform. Finally, you'll get to grips with Salesforce build environments and deployment options.By the end of this Salesforce book, you'll not only have learned how to build data models, enforce data security, and implement business logic and process automation, but also have gained the confidence to pass the Platform App Builder exam and achieve Salesforce certification.What you will learnExplore the core features of the Lightning PlatformDesign and build an appropriate data model for a given scenarioIdentify the Lightning Platform's features and capabilitiesCustomize the Salesforce Lightning Experience UIImplement business logic and process automationIdentify the capabilities of declarative customizationWho this book is forThis book is for beginners and aspiring developers who want to learn how to build apps on the Salesforce Platform or pass the Salesforce Platform App Builder certification exam. Salesforce administrators and existing Salesforce Lightning Platform developers looking to learn more about the declarative, non-programmatic app building capabilities of the Salesforce Lightning Platform will also find this book useful.
Salesforce Platform App Builder Certification Handbook
by Siddhesh KabeA handy guide that covers the most essential topics for Salesforce Platform App Builder Certification in an easy-to-understand formatAbout This BookGet to grips with the fundamentals of Force.com to pass the certification exam with flying colorsCreate Force.com applications, automate business processes, and manage data operations to be a successful Salesforce.com Certified Force.com app builderA step-by-step guide that covers the most essential topics for the Platform App Builder Certification in an easy-to-understand formatWho This Book Is ForSalesforce 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 LearnLearn the basics of the force.com cloud platformLearn to build objects that align with your businessUnderstand the process of building an application on force.com platformKick-start your certification journey in basic- easy-to-follow guideFocus on important topics that help you accomplish your certification goalsLearn to secure your application with the Salesforce security modelManipulate and process large amount of data using the data toolsPrepare for the exam with sample mock questionsIn DetailThe 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 approachSimple 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 Platform Developer I Certification Guide: Expert Tips, Techniques, And Mock Tests For The Platform Developer I (dev501) Certification Exam
by Jan VandeveldeSalesforce Platform Developer I Certification Guide explains the fundamentals of Salesforce with the help of implementable examples that will help you build custom applications. The book also covers sample questions and mock tests for developers who are preparing to appear for the DEV501 certification.
Salesforce Platform Governance Method: A Guide to Governing Changes, Development, and Enhancements on the Salesforce Platform
by Lee Harding Lee BaylissAccelerate your Salesforce implementation to provide benefits to your business more rapidly while maintaining control and improving quality.Salesforce has become one of the most influential business tools in our modern age. What started as the world's most comprehensive customer relationship management (CRM) system available in the market place has now morphed over the years into an ecosystem of tools and services that enable you to run your entire business platform. This book gives you a method (a set of governance processes) that provides a complete view of how to govern and manage any Salesforce implementation. It breaks the architectural components of the Salesforce platform into manageable sections, allowing you to navigate and understand how to govern your Salesforce implementation in a consistent manner with an approach that is structured, repeatable, and clearly defined. Salesforce Platform Governance Method is divided into nine distinct phases which have been chosen based on how the Salesforce platform is architected. This is relevant today because every organization that implements Salesforce will face the same issues around governance, integration, development, and security and the majority of organizations will find, through trial and error, a solution to govern these components. This book will help Salesforce professionals and enterprise organizations as well as small and mid-sized businesses (SMBs) navigate these topics and ultimately have a successful and fully integrated, secure Salesforce implementation. What You Will Learn Govern the application architecture on the Salesforce platform, including general architecture, localization and global deployments, workflow and process, formulas and files, and socialGovern the data architecture, including design and data optimization, performance, predictive and actual data volumes, and data movementGovern the identity and access management aspects of the application and Salesforce platformGovern the low-level platform capabilities delivered through Lightning, Visualforce, and ApexHandle community implementations that bring specific features into the Salesforce platform for consideration and governanceCreate checklists for the governance steps, laid out in the method, and for any tooling recommendations that can help simplify the process of governance Who This Book Is ForPeople responsible for maintaining a Salesforce SaaS instance or developing changes for that Salesforce instance. Readers should have a basic understanding of the Salesforce platform and a desire to introduce a level of control around the changes being made, reduce issues on their Salesforce instance, and improve quality while increasing the throughput of changes they want to introduce into the platform.
Salesforce Process Builder Quick Start: Build Complex Workflows By Clicking, Not Coding
by Rakesh GuptaSalesforce Management System is an information system used in CRM to automate business processes like sales and marketing. Process Builder is a visual tool created to automate business processes in Salesforce. It enables users with no coding expertise to build complex Salesforce workflows.
Salesforce Process Builder Quick Start Guide: Build complex workflows by clicking, not coding
by Rakesh GuptaClick your way to automating business processes with Salesforce Visual Workflow Key Features Create and maintain complex business processes using Process builder Discover how to debug and deploy Flow and Process Builder Use new or existing Flows to work with Salesforce Lightning Experience Book Description Salesforce Management System is an information system used in CRM to automate business processes, such as sales and marketing. Process Builder is a visual tool created to automate business processes in Salesforce. It enables users with no coding expertise to build complex Salesforce workflows. The book starts with an introduction to Process Builder, focussing on the building blocks of creating Processes. Then you will learn about different applications of Process Builder for developing streamlined solutions. You will learn how to easily automate business processes and tackle complex business scenarios using Processes. The book explains the workings of the Process Builder so that you can create reusable processes. It also explains how you can migrate existing Workflow Rules to Process Builder. By the end of the book, you will have a clear understanding of how to use Flows and Process Builder to optimize code usage. What you will learn Develop an application using point and click with the help of Process Builder Bypass Processes for specific users Understand the concepts of reusable processes Handle complex business processes using Process Builder and keep them clean Work with formulae in Process Builder to minimize the code required Create a process with no criteria so as to minimize the amount of rework Overcome Salesforce's known limitation in terms of referencing picklist values Who this book is for This book is for people who want to use Process Builder to automate their business requirements by clicking, not coding. A basic understanding of Salesforce is required, but not extensive programming knowledge.
Salesforce Reporting and Dashboards
by Johan YuThis 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.
Salt Cookbook
by Anirban SahaIf you are a professional associated with system and infrastructure management, looking at automated infrastructure and deployments, then this book is for you. No prior experience of Salt is required.
Salt Open: Automating Your Enterprise and Your Network
by Andrew MallettThere is a rapid growth of automation in server rooms and data centers. The days of having many administrators running around busily configuring and maintaining servers are gone and have been replaced with droves of Salt-Minions; agents beavering away on the target nodes ensuring the configuration is as specified. This book covers Salt Open (also known as SaltStack Open) from the ground up and shows you how to work with two Linux distributions.You'll see how Salt Open is duplicated with ArubaOS and IOS networking devices, which can be configured without the underlying OS. As you step through the configuration options, you'll learn how to run remote execution modules from the CLI before looking at stateful configuration using SLS files. Moving on, you'll learn how to configure the systems where you also need to monitor your devices and that is when reactors and beacons come into play. Creating beacons to alert the server when thresholds are exceeded, you will be able to create reactors to mitigate the issues identified by the beacons.By the end of this book, you will be able to deploy Salt to your servers and network infrastructure. You will be able to install the Salt-Master and Salt-Minion, executing commands from both the Master and the Minion. The networking devices you need to manage will be controlled through the Salt_Proxy Minions that you have configured. Finally, you will be able to load-balance connections to the master with Salt-Syndic. What You'll Learn Install Salt Services on Ubuntu and CentOS based systems Work with remote execution modules Format YAML files correctly Provide defined configuration using state files Use Salt-Proxy to configure network devicesAutomate the configuration of Linux servers and networking devicesAdd value for both the server and network automation team Who This Book Is ForSystem administrators experienced in Linux administration, who desire to expand their horizons into the world of automation, moving from scripts to states.