Salesforce Reporting and Dashboards


Author: Johan Yu
Publisher: Packt Publishing Ltd
ISBN: 178439520X
Category: Computers
Page: 306
View: 5565
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This 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.

Introduction to Salesforce Analytics - Building Reports and Dashboards

Class Slides and Workbook for SPRD-101
Author: Steve Wasula
Publisher: Createspace Independent Pub
ISBN: 9781478341123
Category: Computers
Page: 92
View: 2805
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This book is designed to accompany the Introduction to Salesforce Analytics - Building Reports and Dashboards class offered by Stony Point. A person reading this book or a student in this class will to build reports and dashboards utilizing basic and advanced concepts . Although the book is designed as a supplement to the class, it contains valuable exercises that will be useful for someone wishing to learn on their own. This online, five hour class is delivered by a live instructor and is specifically designed to teach administrators, business analysts or report writers how to utilize the basic and advanced analytic capabilities of Salesforce. A student in this class or reading this workbook will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix and join reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards. Each student will be given a practice learning environment to participate in hands-on exercises during the class. The student will be able to use that 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.

Salesforce Lightning Reporting and Dashboards


Author: Johan Yu
Publisher: Packt Publishing Ltd
ISBN: 1788296737
Category: Computers
Page: 402
View: 330
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Learn 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.

Learn Salesforce Lightning

The Visual Guide to the Lightning UI
Author: Felicia Duarte,Rachelle Hoffman
Publisher: Apress
ISBN: 1484229940
Category: Computers
Page: 373
View: 8969
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Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming. Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include: Sales and service management Lightning Apps on the AppExchange Lightning dashboards and reports Lightning security Lightning Process Builder and more What You’ll Learn Navigate the Salesforce Lightning interface Know where to go in the setup area to make customizations Create dynamic reports and dashboards View Lightning on a mobile device Train other users on common day-to-day activities within Lightning Who This Book Is for Salespeople, managers, and executives who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

Salesforce CRM - The Definitive Admin Handbook


Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1786464527
Category: Computers
Page: 644
View: 7432
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Learn 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.

Veranstaltungsmanagement


Author: Feeline Massonne
Publisher: Springer-Verlag
ISBN: 3662540045
Category: Business & Economics
Page: 92
View: 9525
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Das Buch vermittelt wichtige Kenntnisse für das Veranstaltungsmanagement im ländlichen Raum. Durch die geringe Bevölkerungsdichte und das besondere kulturelle Angebot im ländlichen Raum stehen Veranstaltungshallen außerhalb der großen städtischen Ballungszentren vor besonderen Herausforderungen. Im Rahmen der Case Study werden deshalb dort für Veranstaltungshallen maßgeschneiderte Geschäftsmodelle entwickelt. Mithilfe dieser Modelle können Veranstaltungshallen im ländlichen Raum wirtschaftlich erfolgreich betrieben werden. Bei der Entwicklung von Geschäftsmodellen regionaler Kulturbetriebe sind die Erarbeitung einer Marketingstrategie und die Förderung des Kulturtourismus von elementarer Bedeutung. Zusätzlich spielt auch die Auseinandersetzung mit politischen Gremien und Interessensvertretungen vor Ort eine wichtige Rolle. Im Mittelpunkt aller Überlegungen steht jedoch die Platzierung von kulturellen Highlights fernab der kulturellen Leuchtturmprojekte in Großstädten und Metropolen. Am Beispiel einer Veranstaltungshalle im ländlichen Raum wird eine Standortanalyse durchgeführt. Außerdem werden Entwicklungspotenziale aufgezeigt und ein Marketingkonzept wird erarbeitet. Mit Hilfe der vorgestellten Werkzeuge lassen sich auch für andere Kulturorganisation im ländlichen Raum Lösungen entwickeln. Die Leuphana Case Studies sind ein Projekt, das in Zusammenarbeit mit kleinen und mittelständischen Unternehmen erstellt und entwickelt worden ist. Sie sind ein Lehrbuch, mit dessen Hilfe Unternehmen, die vor ähnlichen Herausforderungen stehen, selbige bewältigen können. Dafür ist keine Hilfe von Dritten notwendig. Auf Grundlage der einzelnen Case Studies werden den Bearbeiterinnen und Bearbeitern elementare Werkzeuge aus der wissenschaftlichen Theorie erklärt. Diese können sie anwenden, um mit den Insiderkenntnissen des eigenen Unternehmens Prozesse zu optimieren, Ziele entwickeln und erreichen oder schwierige Herausforderungen zu bewältigen.

A Guide To The Project Management Body Of Knowledge (Pmbok(r) Guide) (German)


Author: N.A
Publisher: N.A
ISBN: 9781628251883
Category: Business & Economics
Page: 756
View: 4719
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The PMBOK(R) Guide - Sixth Edition - PMI's flagship publication has been updated to reflect the latest good practices in project management. New to the Sixth Edition, each knowledge area will contain a section entitled Approaches for Agile, Iterative and Adaptive Environments, describing how these practices integrate in project settings. It will also contain more emphasis on strategic and business knowledge--including discussion of project management business documents--and information on the PMI Talent Triangle(TM) and the essential skills for success in today's market.

Salesforce Essentials for Administrators


Author: Mohith Shrivastava
Publisher: Packt Publishing Ltd
ISBN: 1784393061
Category: Computers
Page: 158
View: 9575
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This 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.com For Dummies


Author: Tom Wong,Liz Kao,Matt Kaufman
Publisher: John Wiley & Sons
ISBN: 1118825845
Category: Computers
Page: 432
View: 5917
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Your fun and easy introduction to Salesforce.com and its latest tools The frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs Written by Salesforce.com insiders with years of expertise in CRM services Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.

Salesforce.com Secrets of Success

Best Practices for Growth and Profitability
Author: David Taber
Publisher: Prentice Hall
ISBN: 0133511103
Category: Computers
Page: 624
View: 5178
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New Tools and Best Practices for Driving More Sales and Profits with Salesforce.com From Chatter to the Service Cloud, Salesforce.com now offers unprecedented opportunities to supercharge business performance. But most SFDC customers won't achieve that potential. Salesforce.com® Secrets of Success, Second Edition, is the one guide that will help you transform these opportunities into profit. Drawing on his personal experience with more than a hundred deployments, David Taber guides you through every aspect of Salesforce.com planning, implementation, and management. Building on a first edition that earned rave reviews, Taber focuses on the most valuable innovations in Salesforce.com’s most recent releases. Reflecting all that’s been learned about making Salesforce.com work, Taber offers results-focused best practices for sales, marketing, customer service, finance, legal, IT, and beyond. You’ll find indispensable new insights into accelerating user adoption, achieving stronger operational results, and overcoming today’s key obstacles to maximizing the value of Salesforce.com. New coverage in this revised edition includes Using the Service Cloud to cut costs, accelerate time to revenue, improve agility, and maximize customer lifetime value Leveraging tablets and smartphones to build your CRM strategy Identifying prospects and delighting customers through Salesforce.com’s Social CRM capabilities Promoting more effective internal and external collaboration with Chatter Identifying best practices for going “all Cloud”—and managing the attendant risks Establishing realistic “hard” and “soft” metrics for everything from productivity and profitability to social CRM performance Discovering today’s most valuable third-party AppExchange products Together with its companion website (SFDC-secrets.com), this new edition offers updated questionnaires, worksheets, templates, checklists, and other resources for every executive, team member, developer, and stakeholder.

The Challenger Sale

Kunden herausfordern und erfolgreich überzeugen
Author: Matthew Dixon,Brent Adamson
Publisher: Redline Wirtschaft
ISBN: 3864147239
Category: Business & Economics
Page: 288
View: 9228
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Gibt es ein Rezept für Verkaufserfolg? Die meisten Führungskräfte im Vertrieb verweisen hier zuerst auf eine gute Kundenbeziehung – und sie liegen falsch damit. Die besten Verkäufer versuchen nicht nur einfach eine gute Beziehung zu ihren Kunden aufzubauen – sie stellen primär die Denkweisen und Überzeugungen ihrer Kunden in Frage. Basierend auf einer umfassenden Studie mit mehreren tausend Vertriebsmitarbeitern in unterschiedlichen Branchen und Ländern, zeigt "The Challenger Sale", dass das klassische vertriebliche Vorgehen mit dem Aufbau von Beziehungen immer weniger funktioniert, je komplexer die Lösungen sind. Doch wie unterscheiden sich Fertigkeiten, Verhaltensweisen, Wissen und Einstellung der Spitzenverkäufer vom Durchschnitt? Die Studie zeigt deutlich, dass die Verhaltensweisen, die den Challenger so erfolgreich machen, replizierbar und strukturiert vermittelbar sind. Die Autoren erklären, wie fast jeder Verkäufer, ausgestattet mit den richtigen Werkzeugen, diesen Ansatz erfolgreich umsetzen kann und so höhere Kundenbindung und letztendlich mehr Wachstum generiert. Das Buch ist eine Quelle der Inspiration und hilft dem Leser, sein Profil als Vertriebler zu analysieren und gezielt zu verändern, um am Ende kreativer und besser zu sein.

Algorithmen - Eine Einführung


Author: Thomas H. Cormen,Charles E. Leiserson,Ronald Rivest,Clifford Stein
Publisher: Walter de Gruyter GmbH & Co KG
ISBN: 3110522012
Category: Computers
Page: 1339
View: 3127
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Der "Cormen" bietet eine umfassende und vielseitige Einführung in das moderne Studium von Algorithmen. Es stellt viele Algorithmen Schritt für Schritt vor, behandelt sie detailliert und macht deren Entwurf und deren Analyse allen Leserschichten zugänglich. Sorgfältige Erklärungen zur notwendigen Mathematik helfen, die Analyse der Algorithmen zu verstehen. Den Autoren ist es dabei geglückt, Erklärungen elementar zu halten, ohne auf Tiefe oder mathematische Exaktheit zu verzichten. Jedes der weitgehend eigenständig gestalteten Kapitel stellt einen Algorithmus, eine Entwurfstechnik, ein Anwendungsgebiet oder ein verwandtes Thema vor. Algorithmen werden beschrieben und in Pseudocode entworfen, der für jeden lesbar sein sollte, der schon selbst ein wenig programmiert hat. Zahlreiche Abbildungen verdeutlichen, wie die Algorithmen arbeiten. Ebenfalls angesprochen werden Belange der Implementierung und andere technische Fragen, wobei, da Effizienz als Entwurfskriterium betont wird, die Ausführungen eine sorgfältige Analyse der Laufzeiten der Programme mit ein schließen. Über 1000 Übungen und Problemstellungen und ein umfangreiches Quellen- und Literaturverzeichnis komplettieren das Lehrbuch, dass durch das ganze Studium, aber auch noch danach als mathematisches Nachschlagewerk oder als technisches Handbuch nützlich ist. Für die dritte Auflage wurde das gesamte Buch aktualisiert. Die Änderungen sind vielfältig und umfassen insbesondere neue Kapitel, überarbeiteten Pseudocode, didaktische Verbesserungen und einen lebhafteren Schreibstil. So wurden etwa - neue Kapitel zu van-Emde-Boas-Bäume und mehrfädigen (engl.: multithreaded) Algorithmen aufgenommen, - das Kapitel zu Rekursionsgleichungen überarbeitet, sodass es nunmehr die Teile-und-Beherrsche-Methode besser abdeckt, - die Betrachtungen zu dynamischer Programmierung und Greedy-Algorithmen überarbeitet; Memoisation und der Begriff des Teilproblem-Graphen als eine Möglichkeit, die Laufzeit eines auf dynamischer Programmierung beruhender Algorithmus zu verstehen, werden eingeführt. - 100 neue Übungsaufgaben und 28 neue Problemstellungen ergänzt. Umfangreiches Dozentenmaterial (auf englisch) ist über die Website des US-Verlags verfügbar.

Teach Yourself VISUALLY Salesforce.com


Author: Justin Davis
Publisher: John Wiley & Sons
ISBN: 1118675282
Category: Computers
Page: 352
View: 3937
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Mastering Salesforce CRM Administration


Author: Rakesh Gupta
Publisher: Packt Publishing Ltd
ISBN: 1786460769
Category: Computers
Page: 412
View: 4844
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Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Salesforce Lightning Cookbook

Build modern enterprise apps using the new Lightning Design System, App Builder, and Components
Author: Syed Chand Shah
Publisher: Packt Publishing Ltd
ISBN: 1789535743
Category: Computers
Page: 138
View: 2667
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Over 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.

Social Media ROI

Messen Sie den Erfolg Ihrer Marketing-Kampagne
Author: Olivier Blanchard
Publisher: N.A
ISBN: 9783827331113
Category:
Page: 356
View: 1147
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Unternehmenserweiterung

Planungspraxis von der Zielvorstellung bis zur Ausführungsreife
Author: Heinrich Martin
Publisher: Springer-Verlag
ISBN: 3642816983
Category: Business & Economics
Page: 88
View: 910
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Learning Einstein Analytics

Unlock critical insights with Salesforce Einstein Analytics
Author: santosh chitalkar
Publisher: Packt Publishing Ltd
ISBN: 1788478185
Category: Computers
Page: 242
View: 6347
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Learn to confidently setup and create app, lenses, dashboards using Salesforce Einstein Analytics. Key Features Explore Einstein analytics on desktop as well as mobile platforms Turn data into smarter sales with Einstein Analytics for Sales Visualize your data with preloaded as well as customized dashboards Book Description Salesforce Einstein analytics aka Wave Analytics is a cloud-based platform which connects data from the multiple sources and explores it to uncover insights. It empowers sales reps, marketers, and analysts with the insights to make customer interactions smarter, without building mathematical models. You will learn to create app, lenses, dashboards and share dashboards with other users. This book starts off with explaining you fundamental concepts like lenses, step, measures and sets you up with Einstein Analytics platform. We then move on to creating an app and here you will learn to create datasets, dashboards and different ways to import data into Analytics. Moving on we look at Einstein for sales, services, and marketing individually. Here you will learn to manage your pipeline, understand important business drivers and visualize trends. You will also learn features related to data monitoring tools and embedding dashboards with lightning, visualforce page and mobile devices. Further, you will learn advanced features pertaining to recent advancements in Einstein which include machine learning constructs and getting predictions for events. By the end of this book, you will become proficient in the Einstein analytics, getting insights faster and understanding your customer in a better way. What you will learn - Create app, lenses, and dashboards using Einstein. - Visualize data utilizing all the widgets available with Einstein. - Understand Einstein for Sales, Service, and Marketing separately. - Use Data monitoring tools to monitor data flow and system jobs. - Abstract machine learning constructs and make predictions on events Who this book is for This book is for data scientists, business users, developers who want to explore business data using the Salesforce Einstein Analytics. Knowledge of the Salesforce platform is required.

Salesforce CRM

The Definitive Admin Handbook
Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1782170537
Category: Computers
Page: 426
View: 7783
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A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease.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 novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and by the end of the book, you should be ready to administer Salesforce CRM in a real-world environment.

Salesforce Platform App Builder Certification Handbook


Author: Siddhesh Kabe
Publisher: Packt Publishing Ltd
ISBN: 1785280775
Category: Computers
Page: 312
View: 7543
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A handy guide that covers the most essential topics for Salesforce Platform App Builder Certification in an easy-to-understand format About This Book Get to grips with the fundamentals of Force.com to pass the certification exam with flying colors Create Force.com applications, automate business processes, and manage data operations to be a successful Salesforce.com Certified Force.com app builder A step-by-step guide that covers the most essential topics for the Platform App Builder Certification in an easy-to-understand format Who This Book Is For Salesforce 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 Learn Learn the basics of the force.com cloud platform Learn to build objects that align with your business Understand the process of building an application on force.com platform Kick-start your certification journey in basic- easy-to-follow guide Focus on important topics that help you accomplish your certification goals Learn to secure your application with the Salesforce security model Manipulate and process large amount of data using the data tools Prepare for the exam with sample mock questions In Detail The 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 approach Simple 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.