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Beginning Salesforce DX : Versatile and Resilient Salesforce Application Development / / by Ivan Harris
| Beginning Salesforce DX : Versatile and Resilient Salesforce Application Development / / by Ivan Harris |
| Autore | Harris Ivan |
| Edizione | [1st ed. 2022.] |
| Pubbl/distr/stampa | Berkeley, CA : , : Apress : , : Imprint : Apress, , 2022 |
| Descrizione fisica | 1 online resource (560 pages) |
| Disciplina | 658.812 |
| Soggetto topico |
Salesforce (Online service)
Selling - Data processing Sales management - Computer programs |
| ISBN |
9781484281147
1484281144 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Part 1. Preparing for Salesforce DX -- Chapter 1. Introduction -- Chapter 2. Environment Setup -- Chapter 3. Concepts Overview -- Part 2: Working with Salesforce DX -- Chapter 4. Salesforce CLI -- Chapter 5. Dev Hub -- Chapter 6. Projects -- Chapter 7. Orgs -- Chapter 8. Metadata -- Chapter 9. Version Control-. Chapter 10. Test Users -- Chapter 11. Test Data -- Chapter 12. Development -- Chapter 13. Package Development -- Epilogue. |
| Record Nr. | UNINA-9910632487703321 |
Harris Ivan
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| Berkeley, CA : , : Apress : , : Imprint : Apress, , 2022 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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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 |
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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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Getting Started with Salesforce CRM Analytics : A Beginner’s Guide to Building Interactive and Complex Dashboards / / by Johan Yu
| Getting Started with Salesforce CRM Analytics : A Beginner’s Guide to Building Interactive and Complex Dashboards / / by Johan Yu |
| Autore | Yu Johan |
| Edizione | [2nd ed. 2024.] |
| Pubbl/distr/stampa | Berkeley, CA : , : Apress : , : Imprint : Apress, , 2024 |
| Descrizione fisica | 1 online resource (214 pages) |
| Disciplina | 658.4038 |
| Soggetto topico |
Salesforce (Online service)
Customer relations - Data processing Relationship marketing Management information systems |
| ISBN |
9798868804793
9798868804786 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Chapter 1: Introduction -- Chapter 2: Data Sources -- Chapter 3: Recipe -- Chapter 4: Dataset -- Chapter 5: Lens -- Chapter 6: Building the Dashboard -- Chapter 7: Exploring the Dashboard -- Chapter 8: Applying Security - Chapter 9: Advanced Topics. |
| Record Nr. | UNINA-9910878058603321 |
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Yu Johan
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| Berkeley, CA : , : Apress : , : Imprint : Apress, , 2024 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Impact Measurement and Outcomes Evaluation Using Salesforce for Nonprofits : A Guide to Data-Driven Frameworks / / by Dustin MacDonald
| Impact Measurement and Outcomes Evaluation Using Salesforce for Nonprofits : A Guide to Data-Driven Frameworks / / by Dustin MacDonald |
| Autore | MacDonald Dustin |
| Edizione | [1st ed. 2023.] |
| Pubbl/distr/stampa | Berkeley, CA : , : Apress : , : Imprint : Apress, , 2023 |
| Descrizione fisica | 1 online resource (238 pages) |
| Disciplina | 004.6782 |
| Soggetto topico |
Nonprofit organizations - Management
Nonprofit organizations - Data processing Salesforce (Online service) |
| ISBN |
9781484297087
1484297083 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Chapter 1: Introduction to Salesforce for Nonprofits -- Chapter 2: Impact Measurement and Outcomes Evaluation -- Chapter 3: Developing a Logic Model/Theory of Change -- Chapter 4: Using Salesforce to Build Your Framework -- Chapter 5: Reporting -- Chapter 6: Evaluating Impact. Chapter 7: The Change Management Process. Chapter 8: Case Studies -- Chapter 9: Advanced Techniques -- Chapter 10: Conclusion. |
| Record Nr. | UNINA-9910746955303321 |
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MacDonald Dustin
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| Berkeley, CA : , : Apress : , : Imprint : Apress, , 2023 | ||
| 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 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 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 | 1-78217-053-7 |
| 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-9910815218303321 |
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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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