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Author: Steve Wasula Publisher: ISBN: 9781492180937 Category : Languages : en Pages : 502
Book Description
This book is designed to accompany the Introduction to Salesforce Administration and Configuration (SPADM-203) class offered by Stony Point. The book is simply a print out of the slides used in the class with room for a student to take notes. A student in the class will learn basic and advanced administration, configuration and development skills. The book contains valuable real world scenarios, discovery questions and exercises that may be useful for anyone preparing to sit for either the Salesforce Certified Administrator or the Force.com Certified Developer exam. Particularly useful are the 120 sample exam questions now included in the book. To get full value out of the material, Stony Point highly recommends taking the class instead of simply purchasing the book as a stand alone tool. The class itself is delivered by a senior instructor with many years of real world experience as a Salesforce administrator and / or a developer. This class is specifically designed to prepare students to pass the both the Salesforce Certified Administrator Exam and the Force.com Certified Developer exam. This book and the class present a broad range of topics cover just about everything on which a student will be tested. These topics include but are not limited to: security, sharing, data management, customization, configuration, data validation, workflow rules, approval processes, the Force.com architecture, and the model, view, controller design pattern. There is in-depth coverage of system security topics such as: Users, Licenses, Profiles, Field Level Security, Permission Sets, Record Security, Organization Wide Defaults, Role Hierarchy & Roles, Sharing Rules, Account Teams, Sales Teams, Case Teams & Queues. The object model related to sales force automation, marketing automation, case management, and the community application is thoroughly covered with detailed sections on: Accounts, Contacts, Opportunities, Products & Price Books, Leads, Campaigns, Cases and Solutions. This book includes information and exercises related to all automation features including formula fields, workflow rules, validation rules, escalation rules, assignment rules and approval process. Finally, topics concerning data management, integration, and analytics will be covered in depth including exercises to reinforce all the major concepts. As a participant in the class, each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment indefinitely after the class without any additional fee. Stony Point is a leading provider of Salesforce training for sales people, customer service personnel, marketers, system administrators, developers and consultants. Stony Point delivers public and private classes virtually and in-person at locations throughout the world. Please visit www.stonyp.com for more information on the classes and services offered.
Author: Steve Wasula Publisher: ISBN: 9781492180937 Category : Languages : en Pages : 502
Book Description
This book is designed to accompany the Introduction to Salesforce Administration and Configuration (SPADM-203) class offered by Stony Point. The book is simply a print out of the slides used in the class with room for a student to take notes. A student in the class will learn basic and advanced administration, configuration and development skills. The book contains valuable real world scenarios, discovery questions and exercises that may be useful for anyone preparing to sit for either the Salesforce Certified Administrator or the Force.com Certified Developer exam. Particularly useful are the 120 sample exam questions now included in the book. To get full value out of the material, Stony Point highly recommends taking the class instead of simply purchasing the book as a stand alone tool. The class itself is delivered by a senior instructor with many years of real world experience as a Salesforce administrator and / or a developer. This class is specifically designed to prepare students to pass the both the Salesforce Certified Administrator Exam and the Force.com Certified Developer exam. This book and the class present a broad range of topics cover just about everything on which a student will be tested. These topics include but are not limited to: security, sharing, data management, customization, configuration, data validation, workflow rules, approval processes, the Force.com architecture, and the model, view, controller design pattern. There is in-depth coverage of system security topics such as: Users, Licenses, Profiles, Field Level Security, Permission Sets, Record Security, Organization Wide Defaults, Role Hierarchy & Roles, Sharing Rules, Account Teams, Sales Teams, Case Teams & Queues. The object model related to sales force automation, marketing automation, case management, and the community application is thoroughly covered with detailed sections on: Accounts, Contacts, Opportunities, Products & Price Books, Leads, Campaigns, Cases and Solutions. This book includes information and exercises related to all automation features including formula fields, workflow rules, validation rules, escalation rules, assignment rules and approval process. Finally, topics concerning data management, integration, and analytics will be covered in depth including exercises to reinforce all the major concepts. As a participant in the class, each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment indefinitely after the class without any additional fee. Stony Point is a leading provider of Salesforce training for sales people, customer service personnel, marketers, system administrators, developers and consultants. Stony Point delivers public and private classes virtually and in-person at locations throughout the world. Please visit www.stonyp.com for more information on the classes and services offered.
Author: Vijay Kumar Publisher: Vijay Kumar ISBN: Category : Architecture Languages : en Pages : 35
Book Description
Salesforce eBook Overview:- This eBook is completely designed for that student who is interested to learn Salesforce from basic concept of Salesforce Administration Framework implementation with custom project scenarios. In this course I have covered complete syllabus of Salesforce Administration Framework from basics to advance with real-time scenarios based on live demo projects example in Salesforce. This course is designed for developers who want to learn how to use the Salesforce Administration Framework to build custom user interfaces on the Salesforce platform. It is suitable for developers who have experience with JavaScript and web development, and want to learn how to use the Salesforce Administration Framework to build modern, reactive user interfaces that can be easily integrated into Salesforce. It is also suitable for experienced Salesforce developers who want to learn how to use the Salesforce Cloud Computing Framework to build more efficient and scalable user interfaces. I have taken care of who are brand new to start Salesforce Career as a developer and want to grow their Career in Salesforce development. What are the requirements or prerequisites for taking this eBook? Basic Knowledge of Computer Basic Knowledge of Internet Surfing Basic Knowledge of Salesforce Admin Concepts Who is this course for? Software Professional Project Managers Developer Salesforce Administrator This course prepared for IT Professional and working on live project on office Students who learning Salesforce Administrator Students who learning Salesforce development This eBook prepared for that students who learning from internet and practice on his computer What will you be learn after taking this eBook? I created Eleven Chapters to Complete the syllabus of Salesforce Administration Framework. Chapter 1: Getting Started with Salesforce:- What is Salesforce? Understanding its features and capabilities Cloud computing and CRM explained Different Salesforce editions and their features Setting up a Salesforce account and logging in Navigating the Salesforce interface Chapter 2: Building a Strong Foundation:- Understanding Salesforce objects, records, and fields Creating custom objects and fields in Salesforce Data types and best practices for field creation Implementing data validation rules and unique constraints Chapter 3: Managing Data in Salesforce:- Data import/export techniques Data quality and cleansing strategies Using Data Loader and other tools for mass data management Introduction to Data Relationships: Lookup, Master-Detail, and Junction objects Chapter 4: Automating Processes with Workflows and Process Builder:- Introduction to automation in Salesforce Creating and managing workflows Utilizing Process Builder for more complex automation Best practices for designing efficient workflows Chapter 5: Customizing User Experience with Visualforce and Lightning Components:- Understanding user interfaces: Classic vs. Lightning Introduction to Visualforce: creating custom pages and components Building Lightning Components for enhanced user experience Integrating Lightning Components with Visualforce pages Chapter 6: Mastering Reports and Dashboards Importance of Reports and Dashboards in Salesforce Creating custom reports with various criteria and filters Designing insightful dashboards to display key metrics Sharing and scheduling reports and dashboards Chapter 7: Security and Access Management Overview of Salesforce security features Implementing user authentication and authorization Setting up profiles, permission sets, and role hierarchies Data sharing rules and record-level security Chapter 8: Introduction to the Salesforce AppExchange Exploring and installing third-party apps Best practices for evaluating and selecting apps Considerations for app integration and compatibility Chapter 9: Mobile Productivity with Salesforce Mobile App Benefits of mobile access to Salesforce Features and capabilities of the Salesforce Mobile App Configuring and customizing the mobile experience Security considerations for mobile usage Chapter 10: Advanced Administration and Development Introduction to Apex: Salesforce's programming language Creating triggers, classes, and controllers An overview of Lightning Web Components Integrating Salesforce with external systems using APIs Chapter 11: Best Practices for Salesforce Success Tips for effective Salesforce administration Data backup and disaster recovery strategies Continuous learning and staying up-to-date with Salesforce updates Case studies showcasing successful Salesforce implementations
Author: Innoware Pjp Publisher: Independently Published ISBN: Category : Languages : en Pages : 0
Book Description
Learn Salesforce Administration to get a Salesforce Admin job: Salesforce Administration involves managing and maintaining a Salesforce instance to meet specific business needs. This includes configuring and customizing the platform, managing users and security, setting up workflows, managing data, and other essential tasks. Salesforce Administrators are responsible for ensuring that the platform is running smoothly and effectively, and that it is meeting the needs of the business. The book covers the following: 1. Introduction to Salesforce Administration 1.1 Overview of Salesforce 1.2 Introduction to Salesforce Administration 1.3 Responsibilities of a Salesforce Administrator 1.4 Key skills required for a Salesforce Administrator 2. Getting Started with Salesforce Administration 2.1 Creating a Salesforce Account 2.2 Setting up the Salesforce Environment 2.3 Navigating the Salesforce User Interface 2.4 Customizing the Salesforce Layout 3. Managing Users and Security 3.1 Creating and Managing User Accounts 3.2 Configuring Salesforce Security Settings 3.3 Managing Roles and Permissions 3.4 Implementing Salesforce Authentication 4. Managing Data in Salesforce 4.1 Understanding Salesforce Data Model 4.2 Creating and Managing Objects 4.3 Managing Data with Salesforce Data Loader 4.4 Importing and Exporting Data 5. Automating Business Processes 5.1 Understanding Salesforce Automation 5.2 Creating and Managing Workflows 5.3 Creating and Managing Process Builder 5.4 Creating and Managing Approval Processes 6. Customizing Salesforce 6.1 Creating and Managing Custom Fields 6.2 Creating and Managing Custom Objects 6.3 Customizing Salesforce Page Layouts 6.4 Creating and Managing Custom Tabs 7. Managing Reports and Dashboards 7.1 Understanding Salesforce Reporting 7.2 Creating and Managing Reports 7.3 Creating and Managing Dashboards 7.4 Sharing Reports and Dashboards 8. Integrating Salesforce with other Applications 8.1 Understanding Salesforce Integration 8.2 Using Salesforce APIs 8.3 Integrating Salesforce with other Cloud Services 8.4 Using Salesforce Connect to Integrate Data 9. Best Practices for Salesforce Administration 9.1 Salesforce Best Practices for Security 9.2 Salesforce Best Practices for Data Management 9.3 Salesforce Best Practices for Automation 9.4 Salesforce Best Practices for Customization 10. Conclusion and Next Steps 10.1 Next Steps for Learning Salesforce Administration 10.2 Career Opportunities for Salesforce Administrators
Author: Sharif Shaalan Publisher: Packt Publishing Ltd ISBN: 1838987002 Category : Computers Languages : en Pages : 457
Book Description
Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook Description Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals. What you will learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is for If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.
Author: Krzysztof Nowacki Publisher: Packt Publishing Ltd ISBN: 183508186X Category : Computers Languages : en Pages : 328
Book Description
Master the core concepts of Salesforce administration and gain a holistic understanding of the SF ecosystem that will also help you prepare for the Salesforce certification exam Key Features Understand Salesforce architecture and security model Integrate Flow Builder with other Salesforce components for seamless automation Understand how to create and manage approval workflows in Salesforce Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionDo you aspire to be a successful Salesforce administrator or consultant? If yes, then this step-by-step guide is for you. Written by certified Salesforce professionals, the Salesforce CRM Administration Handbook will take you through the intricacies of Salesforce, covering objects, records, automation, and much more. Starting with an overview of the capabilities and limitations of Salesforce, you’ll progress toward a holistic understanding of system architecture with real-world examples, including workarounds that enable the successful completion of projects. As you delve deeper, you’ll learn about the fundamental concepts of a CRM system, its purpose, and the pivotal role of an administrator in the Salesforce lifecycle. You’ll also explore the basic structures of the entire Salesforce system and navigate confidently through the intricacies of security, automation, and reporting in the Sales/Service Cloud. By the end of this book, you’ll have the confidence you need to navigate Salesforce’s backend seamlessly, implement configuration changes effortlessly, and communicate fluently in Salesforce terminology.What you will learn Discover strategies to stay up-to-date with Salesforce releases Integrate Salesforce products seamlessly to meet diverse business needs Explore Sales and Service Cloud and its transformative impact on sales and customer support operations Master opportunity management for successful deal closures and pipeline forecasting Understand Salesforce Orgs, managing users, settings, and customization Explore data import and export methods and data mapping Discover best practices, mock tests, and valuable tips and tricks to prepare for Salesforce certification Who this book is for This book is for aspiring Salesforce administrators and consultants looking to build a solid foundation in Salesforce products, system setup, and customization as well as advance their careers within the Salesforce ecosystem. It’s also a great resource for those preparing to take the Salesforce ADM 201 certification exam, as it serves as an excellent supplement to the existing learning materials.
Author: Publisher: ISBN: Category : Languages : en Pages :
Book Description
Prepare for the Salesforce Certified Administrator exam. Explore key concepts that can help you tackle the organization setup and user setup exam objectives.
Author: Liz Kao Publisher: John Wiley & Sons ISBN: 1394231679 Category : Business & Economics Languages : en Pages : 423
Book Description
Your 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 time Salesforce 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.
Author: Paul Goodey Publisher: Packt Publishing Ltd ISBN: 1789619726 Category : Computers Languages : en Pages : 768
Book Description
A definitive guide covering all the core concepts necessary to pass the Salesforce Administrator Certification exam Key Features Understand critical design considerations for setting up Salesforce CRM Facilitate and manage the transition from Salesforce Classic to Lightning Experience Learn key functions of application security to manage user profiles and data Book Description Salesforce's winter '19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You'll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it'll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you'll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You'll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM. What you will learn Configure a variety of user interface features in Salesforce CRM Understand the capabilities of the Salesforce CRM sharing model Explore Einstein Analytics - Salesforce's new wave of advanced reporting Get to grips with the Lightning Process Builder workflow Set up user profiles, security, and login access mechanisms Find out how Apex and Visualforce coding can be used in Salesforce CRM Manage the transition from Salesforce Classic to Lightning Experience Implement data manipulation features to apply best practices in data management 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 or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features.
Author: Steve Wasula
Author: Steve Wasula
Author: Vijay Kumar
Author: Steve Wasula
Author: Innoware Pjp
Author: Sharif Shaalan
Author: Mike Wheeler
Author: Krzysztof Nowacki
Author: 
Author: Liz Kao
Author: Paul Goodey