Salesforce Reporting and Dashboards


Author: Johan Yu
Publisher: Packt Publishing Ltd
ISBN: 178439520X
Category: Computers
Page: 306
View: 9880
DOWNLOAD NOW »
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: 1274
DOWNLOAD NOW »
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: 1839
DOWNLOAD NOW »
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.

Die fünf entscheidenden Fragen des Managements


Author: Peter F. Drucker
Publisher: John Wiley & Sons
ISBN: 3527647325
Category: Business & Economics
Page: 189
View: 479
DOWNLOAD NOW »
Der clevere Begleiter für die Hemdtasche des Managers. Mit fünf einfachen und doch komplexen Fragen wird auf die essenziellen Bestandteile und Verbesserungsmöglichkeiten des Managements von Unternehmen aufmerksam gemacht.

Learn Salesforce Lightning

The Visual Guide to the Lightning UI
Author: Felicia Duarte,Rachelle Hoffman
Publisher: Apress
ISBN: 1484229940
Category: Computers
Page: 373
View: 5442
DOWNLOAD NOW »
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 - Third Edition


Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1784391484
Category: Computers
Page: 480
View: 3055
DOWNLOAD NOW »
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 administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.

Reporting und Business Intelligence


Author: Andreas Klein,Jens Gräf
Publisher: Haufe-Lexware
ISBN: 3648092642
Category: Business & Economics
Page: 288
View: 6400
DOWNLOAD NOW »
!-- Generated by XStandard version 2.0.1.0 on 2018-06-07T13:15:41 -- Management Reports sind eine wichtige Entscheidungsgrundlage. Dieses Buch zeigt Ihnen neue Möglichkeiten, dem Empfänger die richtigen Informationen schnell und intuitiv verständlich bereitzustellen. Die Autoren erklären außerdem, wie Sie neue Reportinglösungen, wie z. B. SAP S/4HANA, für die Vereinheitlichung Ihrer Daten und die Beschleunigung der Analysen nutzen können. Weitere Beiträge beschäftigen sich mit dem Design mobiler Berichte sowie der Auswahl und Einführung neuer BI-Lösungen. Effektive Reporting-Tipps von Praktikern für Praktiker. Inhalte: Konzepte und Trends für modernes Management Reporting Design von Dashboards und Mobile-Reporting-Lösungen Einführung und Optimierung innovativer BI-Software Reporting und Konsolidierung mit SAP S/4HANA Marktübersicht und Softwareauswahl für BI und Analytics

The Challenger Sale

Kunden herausfordern und erfolgreich überzeugen
Author: Matthew Dixon,Brent Adamson
Publisher: Redline Wirtschaft
ISBN: 3864147239
Category: Business & Economics
Page: 288
View: 7533
DOWNLOAD NOW »
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.

Marketing und Sales Automation

Grundlagen – Tools – Umsetzung. Alles, was Sie wissen müssen
Author: Uwe Hannig
Publisher: Springer-Verlag
ISBN: 3658152605
Category: Business & Economics
Page: 452
View: 7618
DOWNLOAD NOW »
Dieses Buch klärt - längst überfällig - die Begriffe Marketing und Sales Automation und zeigt konkret, wie die dafür entwickelten Werkzeuge implementiert und erfolgreich in der Praxis eingesetzt werden. Praktiker beschreiben, wie der Einstieg in die Automation wiederkehrender Prozesse in Marketing und Vertrieb gelingt. Die Experten berichten von ihren Erfahrungen, geben Tipps und Hilfestellungen. Das Themenspektrum spannt den Bogen von der Schaffung einer validen Datengrundlage über das rechtskonforme E-Mail-Marketing bis hin zu einem Vorgehensmodell zur Einführung eines Marketing-Automation-Systems im Unternehmen. Dabei wird ein besonderer Augenmerk auf die Verzahnung von Marketing und Vertrieb gelegt und die möglichen Verbesserungen beispielsweise im Lead Management durch die Automation aufgezeigt. Ein spezielles Kapitel widmet sich der Vorstellung der wesentlichen Werkzeuge für Konzerne ebenso wie für kleine und mittlere Unternehmen.

Salesforce.com For Dummies


Author: Tom Wong,Liz Kao
Publisher: John Wiley & Sons
ISBN: 0470121157
Category: Computers
Page: 410
View: 3181
DOWNLOAD NOW »


Salesforce.com Secrets of Success

Best Practices for Growth and Profitability
Author: David Taber
Publisher: Prentice Hall
ISBN: 0133511103
Category: Computers
Page: 624
View: 5277
DOWNLOAD NOW »
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.

Cloud Migration


Author: Tobias Höllwarth
Publisher: MITP-Verlags GmbH & Co. KG
ISBN: 3826691776
Category:
Page: 291
View: 8135
DOWNLOAD NOW »
Dieses Buch richtet sich an Manager und Unternehmer, die ber die konomisierung ihrer IT nachdenken m ssen. Und an Leser, die mehr ber die Cloud wissen, aber keine Spezialisten werden wollen. Das vorliegende Buch widmet sich ebenso umfassend wie fundiert den technischen, rechtlichen, steuerlichen, betriebswirtschaftlichen und kologischen Aspekten des Cloud Computing, dazu werden praxisrelevante Vorschl ge zur Anbieterauswahl und Zertifizierung gemacht sowie konkrete Checklisten zur Verf gung gestellt.

Kundenabwanderung

Früherkennung, Prävention, Kundenrückgewinnung. Mit erfolgreichen Praxisbeispielen aus verschiedenen Branchen
Author: Jörg Link,Franziska Seidl
Publisher: Springer-Verlag
ISBN: 383498535X
Category: Business & Economics
Page: 357
View: 3263
DOWNLOAD NOW »
Jörg Link und Franziska Seidl präsentieren den "State of the Art" des Kundenabwanderungs- und Kundenrückgewinnungsmanagements. Hochkarätige Wissenschaftler und Praktiker beantworten Fragen zu den Auslösungsfaktoren der Kundenabwanderung, Prävention und Rückgewinnung sowie datenschutzrechtliche Bestimmungen. Erfolgreiche Praxisbeispiele untermauern den Prozess.

Teach Yourself VISUALLY Salesforce.com


Author: Justin Davis
Publisher: John Wiley & Sons
ISBN: 1118675282
Category: Computers
Page: 352
View: 1621
DOWNLOAD NOW »


Salesforce CRM - The Definitive Admin Handbook


Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1786464527
Category: Computers
Page: 644
View: 4053
DOWNLOAD NOW »
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.

Salesforce Essentials for Administrators


Author: Mohith Shrivastava
Publisher: Packt Publishing Ltd
ISBN: 1784393061
Category: Computers
Page: 158
View: 1155
DOWNLOAD NOW »
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.

NACHTWILD

Thriller
Author: Gin Phillips
Publisher: Deutscher Taschenbuch Verlag
ISBN: 3423433825
Category: Fiction
Page: 320
View: 760
DOWNLOAD NOW »
Dunkler als die Nacht. Wilder als ein Tier. Näher als du glaubst. Es ist ein herrlicher Tag und Joan besucht mit ihrem vierjährigen Sohn Lincoln den Zoo – da hört sie plötzlich Schüsse. Am Ausgang sieht sie Tote auf dem Boden liegen. Sie weiß nicht, ob die Polizei unterwegs ist, ob der oder die Täter noch in der Nähe sind. Als weitere Schüsse fallen, flüchtet sie mit Lincoln in ein leer stehendes Gehege. Das Leben ihres Sohnes hängt jetzt allein von ihr ab und davon, ob sie einen Weg finden wird, sie beide zu retten. Jedes Geräusch, jede Bewegung kann tödlich sein. Sie muss Entscheidungen treffen und Dinge tun, die sie nie für möglich gehalten hätte.

Salesforce.com Customization Handbook


Author: Rakesh Gupta,Sagar Pareek
Publisher: Packt Publishing Ltd
ISBN: 1849685991
Category: Computers
Page: 454
View: 8090
DOWNLOAD NOW »
If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.

Salesforce CRM

The Definitive Admin Handbook
Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1782170537
Category: Computers
Page: 426
View: 6861
DOWNLOAD NOW »
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.

Linux-Systemadministration

Grundlagen, Konzepte, Anwendung
Author: Christine Wolfinger,Jürgen Gulbins,Carsten Hammer
Publisher: Springer-Verlag
ISBN: 3540271317
Category: Computers
Page: 482
View: 9116
DOWNLOAD NOW »
Linux ist eine fest etablierte, für vielfältige Rechnerarchitekturen verfügbare Plattform und zeichnet sich insbesondere durch die hohe Stabilität und Sicherheit des Systems aus. Dieses Buch bietet einen fundierten Einstieg in die Linux-Systemadministration unter besonderer Berücksichtigung von SuSE-Linux. Dabei werden systematisch die Installation, Konfiguration und Aktualisierung des Systems, der Umgang mit Dateisystemen sowie die Konfiguration wichtiger Netzwerkdienste dargestellt. Ferner werden zentrale Client/Server-Funktionen und andere für die Systemadministration wichtige Aufgaben, wie Benutzerverwaltung, Sicherung von Daten und die Lokalisierung von Fehlfunktionen, detailliert erläutert. Der Text enthält viele praktische Hinweise zur kompetenten Administration von Linux-Systemen, geht aber auch auf grundlegende Mechanismen von UNIX/Linux-Systemen ein. Eine Kurzreferenz gibt Auskunft über häufig verwendete Befehle, und ein Glossar erläutert wichtige Stichworte an zentraler Stelle.