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Building a salesforce-powered front office : a quick-start guide / / Rashed A. Chowdhury
| Building a salesforce-powered front office : a quick-start guide / / Rashed A. Chowdhury |
| Autore | Chowdhury Rashed A. |
| Edizione | [1st ed. 2021.] |
| Pubbl/distr/stampa | [Place of publication not identified] : , : Apress, , [2021] |
| Descrizione fisica | 1 online resource (XXV, 287 p. 156 illus.) |
| Disciplina | 658.812 |
| Soggetto topico | Salesforce (Online service) |
| ISBN | 1-4842-6676-5 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Chapter 1: Lead to Cash: Front Office Process Tower -- Chapter 2: Leads -- Chapter 3: Opportunity -- Chapter 4: Accounts -- Chapter 5: Activities -- Chapter 6: Digital Marketing -- Chapter 7: Marketing Campaigns -- Chapter 8: Front Office Concepts, Enterprise Framework and Design Thinking -- Chapter 9: Data Management -- Chapter 10: Proposal Development and Sales Pipelines -- Chapter 11: Configuration Best Practices, Customization and DevOps -- Chapter 12: Salesforce Platform -- Chapter 13: Helping Companies Grow as a Salesforce Partner -- . |
| Record Nr. | UNINA-9910483662403321 |
Chowdhury Rashed A.
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| [Place of publication not identified] : , : Apress, , [2021] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Practical guide to salesforce experience cloud : building, enhancing, and managing a digital experience with salesforce / / Philip Weinmeister
| Practical guide to salesforce experience cloud : building, enhancing, and managing a digital experience with salesforce / / Philip Weinmeister |
| Autore | Weinmeister Philip |
| Edizione | [2nd edition.] |
| Pubbl/distr/stampa | New York, New York : , : Apress, , [2022] |
| Descrizione fisica | 1 online resource (xxiii, 400 pages) : color illustrations |
| Disciplina | 004.6782 |
| Collana | Gale eBooks |
| Soggetto topico |
Salesforce (Online service)
Selling |
| ISBN | 1-4842-8132-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | 1: Salesforce Experience Cloud 2: Planning and Preparing for Success 3: Experience Cloud Licenses and Member Groups 4: Experience Builder Templates 5: Experience Builder 6: Pages and Components 7: Setup and Administration 8: Access, Sharing and Visibility 9: Topics in Experience Cloud 10: Knowledge Articles in Experiences 11: Audience Targeting and Personalization 12: Experience Builder Templates (Lightning Bolts) 13: Salesforce CMS 14: Experience Cloud Certification 15: Best of the Rest: Additional Experience Cloud Topics |
| Record Nr. | UNINA-9910559391003321 |
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Weinmeister Philip
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| New York, New York : , : Apress, , [2022] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Salesforce APEX : Implemente Soluções Com Padrões e Técnicas de Orientação a Objetos
| Salesforce APEX : Implemente Soluções Com Padrões e Técnicas de Orientação a Objetos |
| Autore | Carvalho Eduardo |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | São Paulo : , : Casa do Código, , 2024 |
| Descrizione fisica | 1 online resource (186 pages) |
| Soggetto topico |
Salesforce (Online service)
Object-oriented programming languages |
| ISBN |
9788555193620
8555193621 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | por |
| Nota di contenuto |
Intro -- Parte 1: Introdução à linguagem APEX -- Preparando sua estação de trabalho -- Introdução a Orientação a Objetos -- 2.1 Primeiros passos com a linguagem APEX -- 2.2 Boas-vindas ao mundo dos Objetos -- 2.3 Determine as características de uma classe -- 2.4 Determinando comportamento de uma classe -- 2.5 Ciclo de vida dos objetos -- 2.6 O que é este tal de this? -- 2.7 Trabalhe com coleções de objetos -- 2.8 Definindo visibilidade dos membros da classe -- Acessando dados através do APEX -- 3.1 Entenda o que são os Objetos da plataforma -- 3.2 Introdução a SOQL -- 3.3 Navegação e relacionamento entre objetos -- 3.4 Acessando os dados pelo APEX -- 3.5 Aumente a segurança do seu código -- 3.6 Utilizando funções de agregação com SOQL -- 3.7 Atualizando dados pelo APEX -- Capture as atualizações do banco de dados -- 4.1 Utilizando as variáveis de contexto -- 4.2 Utilizando a Trigger para fazer validações complexas -- 4.3 Enriqueça dados com Triggers -- Teste tudo! -- 5.1 Testes de unidade -- 5.2 Testando operações com o banco de dados -- Parte 2: Bem-vindo(a) ao lado Orientado a Objetos da Força -- Definindo papéis e responsabilidades -- 6.1 Delegue o acesso a dados para classes Repositories -- 6.2 Filtre, indexe e agrupe os dados -- 6.3 Enriqueça dados -- 6.4 Encapsule o comportamento de validação com Validator -- Vamos adicionar novos Jutsus com a Orientação a Objetos -- 7.1 Sobrecarga -- 7.2 Herança -- 7.3 Polimorfismo -- Aplicando os novos Jutsus -- 8.1 Evoluindo as classes Repository -- 8.2 Implementando o padrão TriggerHandler -- 8.3 Melhorando nossas classes de teste -- 8.4 Compartilhamento de registros -- Parte 3: Trabalhando com serviços remotos -- Consumindo serviços REST -- 9.1 O que é o HTTP -- 9.2 Como podemos consumir uma API externa? -- 9.3 Melhorando nossa base de código -- 9.4 Testando nossos Callouts.
9.5 Segregue a responsabilidade com Transformers -- Expondo serviços REST -- 10.1 Implementando classes RestResource -- 10.2 Como testar classes RestResource? -- 10.3 Testando externamente -- 10.4 Implementando serviços com um cenário mais próximo do real -- 10.5 Entendendo o ciclo transacional -- Parte 4: Trabalhando de forma assíncrona -- Alternativas de processamento assíncrono -- 11.1 Trabalhe com chamadas futuras -- 11.2 Testando chamadas futuras -- 11.3 Cenário real com chamadas futuras -- 11.4 Utilizando a interface Queueable para chamadas assíncronas -- Trabalhe com classes agendadas -- 12.1 Entendendo a expressão CRON -- 12.2 Rastreando os agendamentos -- 12.3 Como testar o agendamento? -- Trabalhando com alto volume de dados -- 13.1 Interface Batchable -- 13.2 Encadeamento de Batches -- Parte 5: Seja um(a) ninja nos testes -- F.I.R.S.T. -- Mocks -- 15.1 Explorando o conceito de dublês de testes -- 15.2 Criando nosso primeiro dublê de teste (Mock) -- Utilizando o framework Mocker -- 16.1 Introdução ao framework -- 16.2 Arrange: parametrizando a execução -- 16.3 Act: executando o Mock -- 16.4 Assert: validando a execução -- 16.5 Trabalhando com erros -- Mockando tudo -- 17.1 Mockando classes Enricher -- 17.2 Utilize Mock em vez de Test.isRunningTest() -- 17.3 Mockando classes com escopo estático -- 17.4 Mockar ou testar de forma integrada? -- 17.5 Considerações finais -- Conclusão -- 18.1 Indo além -- Referências. |
| Record Nr. | UNINA-9911009204303321 |
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Carvalho Eduardo
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| São Paulo : , : Casa do Código, , 2024 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Salesforce architect's handbook : a comprehensive end-to-end solutions guide / / Dipanker Jyoti and James A. Hutcherson
| Salesforce architect's handbook : a comprehensive end-to-end solutions guide / / Dipanker Jyoti and James A. Hutcherson |
| Autore | Jyoti Dipanker |
| Edizione | [1st ed. 2021.] |
| Pubbl/distr/stampa | New York, New York State : , : APress, , [2021] |
| Descrizione fisica | 1 online resource (XXV, 383 p. 93 illus.) |
| Disciplina | 658.8120285 |
| Soggetto topico |
Marketing - Management - Data processing
Customer relations - Management - Data processing Salesforce (Online service) |
| ISBN | 1-4842-6631-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Chapter 1: Salesforce Architecture -- Chapter 2: The Art of Artifacts -- Chapter 3: Salesforce Application Architecture -- Chapter 4: Salesforce Data Architecture -- Chapter 5: Salesforce Security Architecture -- Chapter 6: Salesforce Integration Architecture -- Chapter 7: Salesforce Identity and Access Management Architecture -- Chapter 8: Salesforce Mobile Architecture -- Chapter 9: Salesforce Development and Deployment Lifecycle -- Appendix A: Salesforce Authorization Flows -- Appendix B: Integration Patterns -- Appendix C: Salesforce Sample Artifacts.-. |
| Record Nr. | UNINA-9910483925503321 |
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Jyoti Dipanker
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| New York, New York State : , : APress, , [2021] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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The Salesforce consultant's guide : tools to implement or improve your client's Salesforce solution / / Heather Negley
| The Salesforce consultant's guide : tools to implement or improve your client's Salesforce solution / / Heather Negley |
| Autore | Negley Heather |
| Pubbl/distr/stampa | New York, NY : , : Apress, , [2022] |
| Descrizione fisica | 1 online resource (168 pages) : color illustrations |
| Disciplina | 658.812 |
| Soggetto topico |
Customer relations - Management - Data processing
Salesforce (Online service) |
| ISBN | 1-4842-7960-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- Contents -- About the Author -- About the Technical Reviewer -- Acknowledgments -- Introduction -- Part I: Where to Start -- Chapter 1: Introduction to the Salesforce Ecosystem -- The Salesforce Ecosystem -- The Platform -- Summary -- Resources -- Chapter 2: Salesforce Learning -- Mentoring -- Learning -- Free Learning -- Trailhead -- Free Bootcamp Programs -- 100 Days of Trailhead -- Paid Learning -- Certifications -- Learning Communities -- Trailblazer Community Groups -- MVP Office Hours mvpofficehours.info -- Salesforce Saturdays -- Ohana Slack -- Military -- Salesforce Military -- Mervis -- Events -- Conferences -- Regional Events -- Summary -- Resources -- Chapter 3: Salesforce Work Experience -- Job Experience -- Volunteer Work -- Volunteer Resources -- Catch a Fire -- Taproot Foundation -- VolunteerMatch -- Points of Light Engage -- Idealist -- Recruiters -- Summary -- Resources -- Part II: Preparing for a Software Project -- Chapter 4: The Evolution of Software Development -- Automation -- Software Development Lifecycle -- Waterfall -- Acceleration of Change -- Agile -- Sprinting -- The Value of Continuous Feedback -- Summary -- Resources -- Chapter 5: Common Project Roles -- What Is a Consultant? -- What Is the Difference Between Functional and Technical Roles? -- Roles -- Project Managers, Scrum Masters -- Business Analyst, Business Architect -- Solution Architect -- Change Manager, Trainer -- Certified Technical Architect -- Data Architect -- Developer -- Women in Programming -- Quality Assurance Engineer -- More on Cucumber -- Role-Based Resources -- Summary -- Resources -- Chapter 6: Sales and Staffing -- Presales -- Types of Contracts -- How to Get Staffed on a Project -- On the Bench -- Centralized Staffing Model -- Decentralized Staffing Model -- Sales Handoff Meetings -- The Sales Handoff Internal Meeting Presentation.
The Background of the Company -- What Was Sold? -- The Timeline, Scope, and Budget -- The SOW -- What Are the Assumptions? -- Client Idiosyncrasies -- What Is the Dynamic Between Business and IT? -- Introducing the Project Team to the Client -- Technology -- Summary -- Resources -- Part III: Stages of a Project -- Chapter 7: Ramp-Up -- Travel -- How Much Will I Travel? -- Airport Hacks -- Travel Reimbursement -- Working from Home -- Utilization -- Know Your Role -- Summary -- Resources -- Chapter 8: Kickoff and Discovery -- What Is Kickoff? -- Interpersonal Tips -- Understand Client Vision and Use Cases -- Project Methodology -- What Is Discovery? -- Business Analysis -- Current State and Future State -- Process Flows -- Writing User Stories -- Acceptance Criteria -- Team Cohesion -- Summary -- Resources -- Chapter 9: Build, Test, Deploy -- Agile Meetings -- Backlog Refinement -- Definition of Ready -- Design -- Dependencies -- Sprint Planning -- Definition of Done -- Sprinting -- Daily Stand- Ups -- Identifying Risks and Issues -- Sprint Reviews -- Demo Tips -- Retrospective -- Visuals -- Work Breakdown Structure -- User Acceptance Testing -- Deployment -- Summary -- Resources -- Part IV: Consulting Skills -- Chapter 10: Client Management -- What Are Soft Skills? -- Project Archetypes -- The Hydra -- Watch Out For -- Strategies to Help -- The Echo Chamber -- Watch Out For -- Strategies to Help -- Swiss Cheese -- Watch Out For -- Strategies to Help -- The Explorer -- Watch Out For -- Strategies to Help -- The Rube Goldberg -- Watch Out For -- Strategies to Help -- High Horse -- Watch Out For -- Strategies to Help -- Stick in the Mud -- Watch Out For -- Strategies to Help -- Summary -- Resource -- Chapter 11: Communication -- The Medium Is the Message -- Listening -- Speaking and Writing -- Public Speaking -- Slack -- Summary -- Resource. Chapter 12: Emotional Intelligence -- What Is Emotional Intelligence? -- What Is an Emotion? -- Types of Emotional Turbulence on a Project -- Stormy Seas -- Perspective to Take -- Dumpster Fire -- Perspective to Take -- Burnt -- Perspective to Take -- Booted -- Perspective to Take -- Summary -- Resources -- Meditation Resources -- Kai's Recommendations for Managing Burnout -- Chapter 13: Critical Thinking and Problem-Solving Skills -- What Is Critical Thinking? -- Gathering, Analyzing, Evaluating -- Watch Out For -- Bias -- Differentiate an Opinion from a Fact -- Information Overload -- Strategies to Help -- Time Management -- Synthesizing and Distilling -- Cognitive Biases -- Bike-Shedding Effect(Parkinson's Law of Triviality) -- Information Bias -- Irrational Escalation (Escalation of Commitment) -- Automation Bias -- Next in Line Effect -- Spacing Effect -- Semmelweis Reflex -- Summary -- Resources -- Appendix A: Other Resources -- Index. |
| Record Nr. | UNINA-9910568272703321 |
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Negley Heather
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| New York, NY : , : Apress, , [2022] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Salesforce CPQ implementation handbook : configure salesforce CPQ products to close more deals and generate higher revenue for your business / / Madhu Ramanujan
| Salesforce CPQ implementation handbook : configure salesforce CPQ products to close more deals and generate higher revenue for your business / / Madhu Ramanujan |
| Autore | Ramanujan Madhu |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham : , : Packt Publishing, Limited, , 2022 |
| Descrizione fisica | 1 online resource (316 pages) |
| Disciplina | 658.8/12 |
| Soggetto topico |
Salesforce (Online service)
Pricing Financial quotations |
| ISBN |
9781801075749
1801075743 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover -- Title page -- Copyright and Credits -- Contributors -- About Reviewers -- Table of Contents -- Preface -- Section 1: Getting Started with Salesforce CPQ Implementation -- Chapter 1: Getting Started with Salesforce CPQ Implementation -- The relationship between the sales process and cloud computing -- Understanding the quote-to-cash process -- Introducing Salesforce CPQ -- Configure -- Price -- Quote -- CPQ high-level object flow -- Salesforce CPQ advantages -- Salesforce CPQ versus Industries CPQ -- Installing Salesforce CPQ -- Summary -- Chapter 2: Configuring Opportunities and Quotes -- Salesforce opportunities, quotes, and products -- Opportunities -- Quotes -- Products -- Introducing CPQ quotes -- Enabling CPQ permission set licenses -- Creating a quote -- The Quote Line Editor -- Field sets -- Quote line drawers -- Sorting QLE line columns -- Default buttons on the QLE -- Custom buttons in the QLE -- Cloning a quote line -- Customizing the QLE column width -- CPQ approvals -- Standard approvals -- Advanced Approvals -- AA objects -- Advantages of creating orders from a quote -- Enabling orders -- Summary -- Chapter 3: Configuring CPQ Products -- Products overview -- Types of products -- Configuring products -- Creating custom actions and search filters -- Creating custom actions -- Creating a search filter -- Verifying custom actions in the QLE -- Creating dynamic search filters -- Configuring product bundles -- Creating a product bundle in a Salesforce instance -- Creating a product option in a Salesforce instance -- Creating a product feature in a Salesforce instance -- Adding a bundle to the QLE -- Creating product rules -- Creating a validation product rule -- Creating a summary variable and an error condition -- Associating a product rule with a product bundle -- Testing the validation product rule in the QLE.
Creating an alert product rule -- Creating an alert product rule error condition -- Testing the validation product rule in the QLE -- Creating a selection product rule -- Creating a selection product rule error condition -- Creating an alert product rule action -- Testing the validation product rule in the QLE -- Creating a filter product rule -- Creating twin fields -- Summary -- Chapter 4: Configuring CPQ Pricing -- CPQ pricing -- Learning about pricing methods -- Setting a list price -- Creating the cost price -- Creating the block price -- Adding a block price product to a quote -- Creating a percentage of the total price -- Creating Multi-Dimensional Quoting (MDQ) -- Understanding the pricing structure -- Discounting in CPQ -- Discount schedules -- Associating the discount schedule with a product -- Creating price rules -- Enabling the advanced calculator -- Creating a sample price rule -- Creating a price condition -- Creating a price action -- Testing a price rule in the QLE -- Creating a price rule using a lookup object -- Creating a lookup query for the price rule -- Creating a price action for the lookup query price rule -- Summary -- Chapter 5: Generating and Configuring Quote Templates -- Generating PDF quotes using quote templates -- Generating a quote document -- Creating quote templates and template content -- Attaching additional documents -- Creating template content and linking quote templates -- The types of content -- Creating HTML content -- Linking the HTML content to a quote template -- Creating line item content -- Linking the line item content to a quote template -- Creating quote terms content -- Linking quote terms to a template -- Integrating DocuSign for eSignatures -- Summary -- Section 2: The Next Stage of the CPQ Journey -- Chapter 6: Configuring Guided Selling -- Guided selling and its advantages. Configuring guided selling in Salesforce CPQ -- Creating picklist values on the Process Input object -- Linking the API values to the Process Input object fields -- Creating dynamic process input -- Testing guided selling in QLE -- Summary -- Chapter 7: Creating Contracts, Amendments, and Renewals -- Contracts overview -- Creating a contract from an opportunity -- Creating a contract from an order -- Service Cloud for Salesforce CPQ -- Creating amendments -- When do customers need amendments? -- Cancel and replace -- Amendment fields on a contract -- Creating a sample amendment -- Amending MDQ products -- Creating renewals -- Contract-based renewal process -- Asset-based renewal process -- Renewal pricing -- Renewal fields on a contract -- Creating a sample renewal -- Early renewals -- Contracted pricing -- Summary -- Chapter 8: Configuring CPQ Package Settings -- Configuring the CPQ package -- The Documents tab -- The Groups tab -- The Line Editor tab -- The Plugins tab -- The Pricing and Calculation tab -- The Subscriptions and Renewals tab -- Prorate multiplier -- The Quote tab -- The Order tab -- Additional settings -- Summary -- Section 3: Advancing with Salesforce CPQ -- Chapter 9: The CPQ Data Model and Migration Concepts -- Understanding the CPQ implementation strategy -- Deploying CPQ changes -- Understanding the CPQ data model -- Exporting a Salesforce object model -- Exporting Salesforce objects to Lucidchart -- Legacy data migration -- Data migration tools -- The data migration sequence -- CPQ localizations -- Summary -- Chapter 10: Salesforce Billing -- Salesforce Billing overview -- Configuring products for Salesforce Billing -- Advantages of Salesforce Billing -- Installing Salesforce Billing -- Creating invoices -- Creating a sample invoice -- Configuring an Invoice Scheduler -- Creating payments. Understanding the revenue recognition process -- Creating GL accounts -- Summary -- Chapter 11: Understanding Industries CPQ -- Industries CPQ overview -- Comparing Salesforce CPQ and Industries CPQ -- Key features of Industries CPQ -- Industries CPQ test environment -- Enterprise Product Catalog -- Creating products -- Industries CPQ's UI -- Industries CPQ's cart -- Industries OM -- Industries CPQ OmniScripts -- Digital commerce -- Summary -- Chapter 12: CPQ Implementation Best Practices -- The best practices for improving CPQ performance -- The best practices for CPQ implementation -- Summary -- Further reading -- Index -- Other Books You May Enjoy. |
| Altri titoli varianti | Salesforce CPQ Implementation Handbook |
| Record Nr. | UNINA-9911009294403321 |
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Ramanujan Madhu
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| Birmingham : , : Packt Publishing, Limited, , 2022 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Salesforce CRM [[electronic resource] ] : the definitive admin handbook / / Paul Goodey
| Salesforce CRM [[electronic resource] ] : the definitive admin handbook / / Paul Goodey |
| Autore | Goodey Paul |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (426 p.) |
| Soggetto topico |
Customer relations - Management - Data processing
Marketing - Management - Data processing Sales management - Data processing Salesforce (Online service) |
| Soggetto genere / forma | Electronic books. |
| ISBN | 1-78217-053-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910463116303321 |
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Goodey Paul
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| Birmingham, UK, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Salesforce CRM [[electronic resource] ] : the definitive admin handbook / / Paul Goodey
| Salesforce CRM [[electronic resource] ] : the definitive admin handbook / / Paul Goodey |
| Autore | Goodey Paul |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (426 p.) |
| Soggetto topico |
Customer relations - Management - Data processing
Marketing - Management - Data processing Sales management - Data processing Salesforce (Online service) |
| ISBN | 1-78217-053-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910787558603321 |
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Goodey Paul
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| Birmingham, UK, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Salesforce CRM : the definitive admin handbook / / Paul Goodey
| Salesforce CRM : the definitive admin handbook / / Paul Goodey |
| Autore | Goodey Paul |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (426 p.) |
| Disciplina | 004.62 |
| Soggetto topico |
Customer relations - Management - Data processing
Marketing - Management - Data processing Sales management - Data processing Salesforce (Online service) |
| ISBN |
9781782170532
1782170537 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- Salesforce CRM: The Definitive Admin Handbook Second Edition -- Table of Contents -- Salesforce CRM: The Definitive Admin Handbook Second Edition -- Credits -- About the Author -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Instant Updates on New Packt Books -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Errata -- Piracy -- Questions -- 1. Organization Administration -- User login and authorization -- Does the user's profile have any login restrictions? -- Login hour restrictions -- IP address restrictions -- Does the user's IP address appear within your organization's trusted IP address list? -- Trusted IP range -- Has the user been activated from this IP address before? -- Does the user's web browser have a valid cookie stored from Salesforce? -- Computer activation process -- User Interface -- API or a desktop client -- Establishing your company profile within Salesforce -- Company information and primary contact details -- Default language, locale, and time zone -- Default language -- Default locale -- Default time zone -- License information -- Currencies and conversion rates -- Single currency -- Multiple currencies -- Active currencies -- Manage Currencies -- Dated exchange rates -- Fiscal year settings -- Standard fiscal years -- Custom fiscal years -- My Domain -- Language settings -- User Interface -- User Interface settings -- Enable Collapsible Sections -- Show Quick Create -- Enable Hover Details -- Enable Related List Hover Links -- Enable Separate Loading of Related Lists -- Enable Inline Editing -- Enable Enhanced Lists -- Enable the New User Interface Theme -- Enable Tab Bar Organizer -- Enable Printable List Views.
Enable Spell Checker -- Enable Spell Checker on tasks and events -- Sidebar -- Enable Collapsible Sidebar -- Show Custom Sidebar Components on All Pages -- Calendar settings -- Enable Home Page Hover Links for Events -- Enable Drag-and-Drop Editing on Calendar Views -- Enable Click-and-Create Events on Calendar Views -- Enable Drag-and-Drop Scheduling on List Views -- Enable Hover Links for My Tasks List -- Setup settings -- Enable Enhanced Page Layout Editor -- Enable Enhanced Profile List Views -- Enable Enhanced Profile User Interface -- Enable Custom Object Truncate -- Advanced settings -- Activate Extended Mail Merge -- Always save Extended Mail Merge documents to the Documents tab -- Search overview -- Sidebar Search -- Advanced Search -- Global Search -- Searching in Salesforce.com -- Search Settings -- Enable "Limit to Items I Own" Search Checkbox -- Enable Document Content Search -- Enable Search Optimization if your Content is Mostly in Japanese, Chinese, or Korean -- Use Recently Viewed User Records for Blank and Auto-Complete Lookups -- Enable Drop-Down List for Sidebar Search -- Enable Sidebar Search Autocomplete -- Enable Single-Search-Result Shortcut -- Number of Search Results Displayed Per Object -- Lookup Settings -- Enhanced lookups -- Lookup Autocompletion -- Summary -- 2. User Management in Salesforce CRM -- Introduction to record ownership, profiles, and sharing -- Record owner -- Profiles and sharing -- Profiles -- Sharing -- Roles -- Permission sets -- Creating Permission sets -- Managing users in Salesforce CRM -- Creating new users -- Adding multiple users -- Delegation of user management -- Creating a profile with the Manage Users permission -- Using delegated administration -- Viewing and editing user information -- Searching for users -- Deactivating users -- Password management -- Resetting passwords. Expiring passwords -- Password policies -- User passwords expire in -- Enforce password history -- Minimum password length -- Password complexity requirement -- Password question requirement -- Maximum invalid login attempts -- Lockout effective period -- Forgot Password or Locked Account Assistance -- Message -- Help link -- API Only User settings -- Logging in as another user -- How-to guide to help users grant login access to you -- Creating custom user fields -- Summary -- 3. Configuration in Salesforce CRM -- The relationship between a profile and the features that it controls -- Objects -- Standard objects -- Custom objects -- Fields -- Standard fields -- Custom fields -- Object relationships -- Apps -- Standard apps -- Custom apps -- Tabs -- Hiding and showing tabs -- Standard tabs -- Custom tabs -- Renaming labels for standard tabs, standard objects, and standard fields -- Creating custom objects -- Object Limits -- Standard objects -- Custom objects -- Creating custom object relationships -- Creating custom fields -- Custom-field data types -- Auto Number -- Checkbox -- Currency -- Date -- Date/Time -- Email -- Formula -- Geolocation -- Lookup relationship -- Master-detail relationship -- Hierarchical relationship -- Number -- Percent -- Phone -- Picklist -- Picklist (Multi-select) -- Roll-Up Summary -- Text -- Text (Encrypted) -- Text Area -- Text Area (Long) -- Text Area (Rich) -- URL -- Dependent picklists -- Building relationship fields -- Lookup relationship options -- Clear the value of this field -- Don't allow deletion of the lookup record that's part of a lookup relationship -- Delete this record also -- Master-detail relationship options -- Allow Reparenting Option -- Lookup filters -- Building formulas -- Basic formula -- Advanced formula -- Building formulas - best practices -- Formatting with carriage returns and spacing. Commenting -- Building formula text and compiled character size limits -- Using algebra -- Formula field size limit workarounds -- Custom field governance -- Addressing the issue -- More generic field names -- Field history tracking -- Milestone objects -- Chatter -- Page layouts -- Creating and modifying a page layout -- Record types -- Creating a record type -- Related lists -- List views -- Force.com Quick Access Menu -- Summary -- 4. Data Management -- Data access security model -- Organization-wide sharing defaults (OWD) -- OWD access level actions -- Public Full Access (Campaigns only) -- Public Read/Write/Transfer (Cases or Leads only) -- Public Read/Write -- Public Read Only -- Private -- No Access, View Only, or Use (Price Book only) -- Granting access using hierarchies -- Controlled by Parent -- Granting users additional access -- Permission sets -- Creating the permission set from the Permission Set edit page -- Assigning the user to the permission set from the User edit page -- Role hierarchy -- Show in tree view -- Show in sorted list view -- Show in list view -- Organization-wide defaults and sharing rules -- Sharing rules -- Account sharing rules -- Account territory sharing rules -- Campaign sharing rules -- Case sharing rules -- Contact sharing rules -- Lead sharing rules -- Opportunity sharing rules -- Custom object sharing rules -- Groups -- Public groups -- Personal groups -- Effects of adding or modifying sharing rules -- Criteria-based sharing -- Manual sharing rules -- Queues -- Sharing access diagram -- Data validation -- Data validation rules -- Field description section -- Error condition formula section -- Error message section -- Dependent picklists -- Dependent and controlling picklists -- Dependent picklist considerations -- Controlling fields -- Dependent fields -- Standard picklist fields -- Default values. Converting fields -- Field-level security -- Page layouts -- Record types -- Importing data -- Importing and exporting data -- Import wizard -- Data Loader -- Data Loader and import wizards compared -- Best practice for mass data updating -- Weekly export -- Field sets -- Folders -- Recycle Bin -- Data storage utilization -- Summary -- 5. Data Analytics with Reports and Dashboards -- Reports -- Report and Dashboard Folders -- Creating reports -- Standard report types -- Administrative reports -- Custom report types -- Creating custom report types -- Defining custom report types -- Step 1 - Defining the Custom Report Type template -- Step 2 - Defining report records set -- Edit layout -- Running reports -- Printing and exporting reports -- Report considerations -- Running large reports -- Report timeout warning -- Exporting reports to the background -- User verification test -- Report builder -- The Fields pane -- The Filters pane -- The Preview pane -- Report formats -- The Tabular report format -- The Summary report format -- The Matrix report format -- The Joined report format -- Groupings -- Summary fields -- Conditional highlighting -- Custom summary formulas -- Bucket fields -- Changing the report format -- Dashboards -- Dashboard component types -- Chart -- Gauge -- Metric -- Table -- Visualforce page -- Creating dashboards -- Dynamic dashboards -- Setting up dynamic dashboards -- Customizing dashboards -- Setting the running user -- Column-level controls -- Component-level controls -- Setting dashboard properties -- Deleting dashboards -- Printing dashboards -- Summary -- 6. Implementing Business Processes in Salesforce CRM -- Workflow rules and approval processes -- Workflow and approval actions -- Configuring e-mail alerts for workflow rules and approval processes -- Organization-wide e-mail addresses. Configuring tasks for workflow rules and approval processes. |
| Record Nr. | UNINA-9910973363403321 |
|
Goodey Paul
|
||
| Birmingham, UK, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Salesforce CRM admin cookbook [[electronic resource] /] / Paul Goodey
| Salesforce CRM admin cookbook [[electronic resource] /] / Paul Goodey |
| Autore | Goodey Paul |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Publishing, 2013 |
| Descrizione fisica | 1 online resource (266 p.) |
| Disciplina | 005.72 |
| Soggetto topico |
Salesforce (Online service)
Marketing - Management - Data processing Customer relations - Management - Data processing Sales management - Data processing |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-299-44113-0
1-84968-425-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgement; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Working with Home Page Components and Custom Links; Introduction; Creating a Personal Setup link using the standard Custom Links on the sidebar; Using Custom Links to open Training in a new window from the sidebar; Creating a news-ticker message on the Home Page; Automatically collapsing Chatter feeds on the home page; Removing Chatter feeds on the home page; Adding a Send An Email button on the Home Page
Showing Opportunity Sales Stages descriptions on the home page Chapter 2: Advanced User Interface; Introduction; Displaying Case Priority flags using a formula field and salesforce.com images; Building an Account Revenue indicator using a formula field and custom images; Creating a clutter-free Account tab using Visual force; Showing a tabbed Account Detail page using Visual force; Rendering an Account credit score graphically using JavaScript, CSS,; and Visual force; Presenting an Account credit score graphically using a Google image chart; Chapter 3: Exposing Hacks and Hidden Features Introduction Extending the year range to 2025 on calendar pop ups for all date fields in Salesforce; Populating a historic year range from 1920 on calendar pop ups for all date fields in Salesforce; Creating a custom Log A Call button from accounts with prepopulated fields; Presenting an integrated view of cases on the home page; Removing the ""discover what's new in this release"" button from the home page; Chapter 4: Automating Salesforce CRM; Introduction; Deriving year and month values from the opportunity close date using a formula Calculating the week number for the opportunity close date using a formula Creating an opportunity close date e-mail alert using workflow; Setting a default opportunity name using a field update workflow; Generating a default opportunity close date using a field update workflow; Chapter 5: Improving Data Quality in Salesforce CRM; Introduction; Stopping non-system administrators from changing account names with a; validation rule; Enforcing the use of two-letter account country codes using a validation rule; Validating if US zip codes are well formed using a validation rule with REGEX Validating if UK postcodes are well formed using a validation rule with REGEX Creating a mandatory Reason Lost field for lost opportunities using a validation rule; Chapter 6: Implementing Approval Processes; Introduction; Creating an e-mail template for use with approval assignments; Setting up a user to be associated with an approval process; Building an opportunity approval process for deals greater than USD 100,000; Chapter 7: Productivity Tools for Superusers and Advanced Administration; Introduction; Converting a 15-digit Salesforce opportunity ID to 18 digits using a formula field Generating help pages for custom objects using Visualforce and a PDF document |
| Record Nr. | UNINA-9910453135103321 |
|
Goodey Paul
|
||
| Birmingham, UK, : Packt Publishing, 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
