Architecting Ai Solutions On Salesforce

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Architecting Ai Solutions On Salesforce

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Author : Lars Malmqvist
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-11-12

Architecting Ai Solutions On Salesforce written by Lars Malmqvist and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-11-12 with Computers categories.

Use AI solutions in Salesforce to design complete enterprise solutions for sales, service, marketing, and commerce clouds and drive digital innovation in your organization Key Features Learn how to use Salesforce's AI features and capabilities to meet ever-evolving client needs Get expert advice on key architectural decisions and trade-offs when designing AI-driven Salesforce solutions Integrate third-party AI services into applications that modernize your solutions Book Description Written for Salesforce architects who want quickly implementable AI solutions for their business challenges, Architecting AI Solutions on Salesforce is a shortcut to understanding Salesforce Einstein's full capabilities – and using them. To illustrate the full technical benefits of Salesforce's own AI solutions and components, this book will take you through a case study of a fictional company beginning to adopt AI in its Salesforce ecosystem. As you progress, you'll learn how to configure and extend the out-of-the-box features on various Salesforce clouds, their pros, cons, and limitations. You'll also discover how to extend these features using on- and off-platform choices and how to make the best architectural choices when designing custom solutions. Later, you'll advance to integrating third-party AI services such as the Google Translation API, Microsoft Cognitive Services, and Amazon SageMaker on top of your existing solutions. This isn't a beginners' Salesforce book, but a comprehensive overview with practical examples that will also take you through key architectural decisions and trade-offs that may impact the design choices you make. By the end of this book, you'll be able to use Salesforce to design powerful tailor-made solutions for your customers with confidence. What you will learn Explore the Salesforce's AI components and the architectural model for Salesforce Einstein Extend the out-of-the-box features using Einstein Services on major Salesforce clouds Use Einstein declarative features to create your custom solutions with the right approach Design AI solutions on marketing, commerce, and industry clouds Use Salesforce Einstein Platform Services APIs to create custom AI solutions Integrate third-party AI services such as Microsoft Cognitive Services and Amazon SageMaker into Salesforce Who this book is for This book is for technical and functional architects, technical decision-makers working on the Salesforce ecosystem, as well as anyone responsible for designing AI solutions in their Salesforce ecosystem. Lead and senior Salesforce developers who want to start their Salesforce architecture journey will also find this book helpful. Working knowledge of the Salesforce platform is necessary to get the most out of this book.

Salesforce B2c Solution Architect S Handbook

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Author : Mike King
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-11-19

Salesforce B2c Solution Architect S Handbook written by Mike King and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-11-19 with Computers categories.

The ultimate handbook for new and seasoned Salesforce B2C Solution Architects who want to design seamless B2C solutions across the Salesforce Customer 360 ecosystem – including B2C Commerce, Service Cloud, and Marketing Cloud Key Features Give your customers a frictionless experience by creating a unified view of all their interactions Get your architectural design right the first time and avoid costly reworks Prepare for the B2C Solution Architect exam and Salesforce certification with practical scenarios following Salesforce best practices Book DescriptionThere’s a huge demand on the market for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform and leverage data into actionable insights. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. While this book will help you prepare for the B2C Solution Architect exam, its true value lies in setting you up for success afterwards. The first few chapters will help you develop a solid understanding of the capabilities of each component in the Customer 360 ecosystem, their data models, and governance. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. Once you’ve mastered the core knowledge, you'll also learn about tools, techniques, and certification scenarios in preparation for the B2C Solution Architect exam. By the end of this book, you’ll have the skills to design scalable, secure, and future-proof solutions supporting critical business demands.What you will learn Explore key Customer 360 products and their integration options Choose the optimum integration architecture to unify data and experiences Architect a single view of the customer to support service, marketing, and commerce Plan for critical requirements, design decisions, and implementation sequences to avoid sub-optimal solutions Integrate Customer 360 solutions into a single-source-of-truth solution such as a master data model Support business needs that require functionality from more than one component by orchestrating data and user flows Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It’s primarily written for B2C commerce architects, application architects, integration architects, as well as system architects, enterprise architects, Salesforce architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you’ll need a solid understanding of data integration, APIs, and connected systems, along with knowledge of the fundamentals of business-to-consumer (B2C) customer experiences.

Salesforce Anti Patterns

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Author : Lars Malmqvist
language : en
Publisher: Packt Publishing Ltd
Release Date : 2025-01-31

Salesforce Anti Patterns written by Lars Malmqvist and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2025-01-31 with Computers categories.

Prevent common pitfalls in your Salesforce solutions by optimizing your Salesforce architecture with the help of this updated guide Key Features Build a solid foundation in Salesforce architecture to troubleshoot and enhance your implementations Develop expertise in designing and implementing complex Salesforce architectures Explore common mistakes in Salesforce anti-patterns and their impact on program performance Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionWhile Salesforce is a powerful platform, it is prone to common pitfalls that can result in suboptimal performance, increased costs, and reduced user satisfaction. Known as anti-patterns, these problems can arise from design flaws, poor implementation choices, or a lack of understanding of best practices. Written by a seasoned Salesforce professional and 33-time certified Salesforce Certified Technical Architect, this revised edition will teach you how to identify and avoid common issues, optimize your Salesforce architecture, and ensure successful implementation. This second edition is updated with a comprehensive exploration of Salesforce, along with the addition of the most common Salesforce anti-patterns, providing in-depth analysis and practical solutions. These key learnings will further refine your skills to help you build more robust, scalable, and efficient Salesforce architectures. The chapters offer an expanded coverage of emerging technology trends such as AI and DevOps, updated examples, and additional case studies to ensure that you have the latest information and insights. By the end of this book, you’ll have gained the confidence and expertise needed to design and implement effective Salesforce solutions. What you will learn Discover common architectural mistakes and learn how anti-patterns can improve your architectural skills Find out how to design Salesforce data models the right way Set up data governance to prevent common issues Identify common data architecture issues and discover innovative ways to address them Explore common errors made in deployment setups, test strategy, and architecture governance Master the art of leveraging AI in integration architectures Who this book is for This book is for Salesforce architects, aspiring architects, developers, consultants, and decision makers who want to start making the right architectural choices or prepare for their journey to CTA. This book is not code-centric, so you will benefit from both functional and technical experience, but a basic level of platform understanding is required.

Microsoft Certified Microsoft Power Platform Solution Architect Pl 600

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Author : Cybellium
language : en
Publisher: Cybellium Ltd
Release Date :

Microsoft Certified Microsoft Power Platform Solution Architect Pl 600 written by Cybellium and has been published by Cybellium Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on with Study Aids categories.

Welcome to the forefront of knowledge with Cybellium, your trusted partner in mastering the cutting-edge fields of IT, Artificial Intelligence, Cyber Security, Business, Economics and Science. Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com

Essential Solutions Architect S Handbook

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Author : Bikramjit Debnath
language : en
Publisher: BPB Publications
Release Date : 2025-04-30

Essential Solutions Architect S Handbook written by Bikramjit Debnath and has been published by BPB Publications this book supported file pdf, txt, epub, kindle and other format this book has been release on 2025-04-30 with Computers categories.

DESCRIPTION In an era where cloud computing, AI, and automation are reshaping industries, this book offers a comprehensive guide for IT professionals seeking to master modern software architecture. It will help bridge the gap between technical expertise and strategic leadership, empowering developers and mid-career professionals to stay ahead in an AI-driven, cloud-first world. Structured into six categories, this book covers key areas such as cloud foundations and migration, modern application development, and AI and advanced technologies. Readers will learn strategies for seamless cloud migration, microservices, serverless computing, and real-time data processing. This book will also provide insights into AI architecture, MLOps, and cloud data warehousing. The book’s focus on infrastructure automation, observability, and FinOps ensures operational efficiency while preparing you for future technological trends like hybrid/multi-cloud strategies, quantum computing, and sustainable IT practices. After reading this book, readers will have gained practical skills in cloud architecture, AI deployment, and data-driven decision-making. With strategic insights and industry best practices, they will be well-equipped to take on leadership roles such as solution architect, enterprise architect, or CTO, driving innovation and shaping the future of technology in their organizations. WHAT YOU WILL LEARN ● Understand solution architecture principles and design scalable solutions. ● Learn cloud migration strategies, including data center and application assessments. ● Explore modern application design practices like microservices and serverless. ● Master data management, governance, and real-time data processing techniques. ● Gain insights into generative AI, AI operationalization, and MLOps. ● Automate infrastructure with IaC, observability, and site reliability engineering. WHO THIS BOOK IS FOR This book is designed for experienced cloud engineers, cloud developers, systems administrators, and solutions architects who aim to expand their expertise toward a CTO-level understanding. It is perfect for professionals with intermediate to advanced knowledge of cloud technologies, systems architecture, and programming, seeking to elevate their strategic and technical skills. TABLE OF CONTENTS 1. Introduction to Solution Architecture 2. Cloud Migration Essentials 3. Operational Excellence in Cloud 4. Modern Application Architecture 5. Development Practices and Tools 6. Data Architecture and Processing 7. Data Strategy and Governance 8. Advanced Analytics 9. Generative AI and Machine Learning 10. Automation and Infra Management 11. FinOps Foundations 12. Security, Privacy, and Ethics 13. Innovation and Future Technologies 14. CTO’s Playbook for Transformation APPENDIX: Additional Resources for Further Learning

Digital Transformation With Crm Ai Strategies For Scalable Enterprise Solutions In Public And Private Sectors

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Author : Lakshman Pradeep Reddy Vangala
language : en
Publisher: Xoffencer International Book Publication House
Release Date : 2025-06-24

Digital Transformation With Crm Ai Strategies For Scalable Enterprise Solutions In Public And Private Sectors written by Lakshman Pradeep Reddy Vangala and has been published by Xoffencer International Book Publication House this book supported file pdf, txt, epub, kindle and other format this book has been release on 2025-06-24 with Computers categories.

Digital transformation has become a cornerstone of strategic growth across public and private enterprises, driven by the rapid evolution of artificial intelligence (AI) and customer relationship management (CRM) technologies. This Book explores how AI-integrated CRM systems are revolutionizing organizational processes, enhancing customer engagement, and enabling scalable enterprise solutions. In the public sector, AI-powered CRMs are helping governments improve citizen services, automate administrative workflows, and deliver personalized interactions. In the private sector, these systems optimize sales, marketing, and customer service operations through predictive analytics, natural language processing, chatbots, and intelligent automation. The abstract outlines the strategic role of AI in transforming traditional CRM platforms into dynamic, data-driven ecosystems that foster operational efficiency, agility, and customer-centricity. The study also highlights the challenges of data privacy, system integration, and skill gaps while proposing implementation frameworks and best practices for successful adoption. Through a comparative analysis, case studies, and future outlooks, this research offers a comprehensive view of how AI-driven CRM solutions can unlock sustained digital growth and transformation in diverse enterprise environments.

Salesforce Cpq Implementation Handbook

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Author : Madhu Ramanujan
language : en
Publisher: Packt Publishing Ltd
Release Date : 2022-04-14

Salesforce Cpq Implementation Handbook written by Madhu Ramanujan and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-04-14 with Computers categories.

An end-to-end practical guide to implementing Salesforce CPQ solutions, shortening your sales cycle, and generating a higher ROI Key FeaturesMaximize sales by reducing turnaround time and providing a quick analysis of profits and lossesGet up to speed with Salesforce CPQ concepts, best practices, and tips when choosing the right CPQ implementation strategyImplement CPQ configurations and automations for B2B and B2C business scenariosBook Description Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners. The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You'll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you'll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You'll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you'll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks. By the end of this Salesforce book, you'll be able to implement Salesforce CPQ for any business. What you will learnUnderstand Quote-2-Cash business processes and configure opportunities and quotesCreate custom CPQ actions and use custom filters for automating business needsDiscover how to configure products and product rulesUnderstand the CPQ pricing structure and methods, rules, multidimensional quoting, and quote automationExplore the CPQ data model and use the Salesforce Schema Builder to view and configure object relationshipsConfigure contracts, amendments, and renewals in SalesforceFocus on CPQ billing and its advantagesGain comprehensive insights into Industries CPQWho this book is for This book is for Salesforce administrators, business analysts, functional consultants, sales managers, Salesforce architects, and those looking to gain Salesforce CPQ certification. Working knowledge of the Salesforce ecosystem is recommended to get the most out of this book.

Salesforce Architect S Handbook

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Author : Dipanker Jyoti
language : en
Publisher:
Release Date : 2021

Salesforce Architect S Handbook written by Dipanker Jyoti and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021 with categories.

Take a deep dive into the architectural approach, best practices, and key considerations needed to comprehend, evaluate, and design an efficient, scalable, and sustainable Salesforce-based solution. This book takes a comprehensive look at the seven architectural domains that must be considered when architecting a Salesforce-based solution and equips you to develop the artifacts needed for an end-to-end enterprise architecture blueprint for Salesforce implementation and DevOps. This must-have handbook helps Salesforce professionals implement and manage Salesforce in their organization. You will learn Salesforce architecture: solution architecture, data architecture, security architecture, integration architecture, identity and access management architecture, and strategies that can be used for Salesforce-based mobile applications. In addition to the main architecture concepts, the book also offers industry best practices and the recommended framework for approaching, managing, delivering, and continuously improving a Salesforce solution using its Salesforce Development & Deployment Lifecycle. You will: Get a detailed overview of the Salesforce multi-tenant, metadata-driven architectural framework and the under-the-hood technology stack that supports Salesforce Know the seven architecture domains, their intricacies, and the considerations needed within each when designing a Salesforce solution Have an architectural mindset and the artifacts needed to architect an end-to-end enterprise-level implementation of Salesforce Be familiar with the most common Salesforce products, licenses, AppExchange products, and the key considerations of using out-of-the-box declarative capabilities vs custom programmatic capabilities of Salesforce Understand data architecture design considerations that include data modeling in Salesforce, identifying and mitigating large data volume concerns, and the key considerations for data migration and data archiving strategies Understand security architecture considerations related to securing data within Salesforce and the various approaches to allow or restrict sharing and visibility from within Salesforce Understand integration architecture considerations that provide an overview of the integration patterns and the integrations solutions that can be used with Salesforce to connect Salesforce with a remote system hosted on-premises, on the cloud, or by third-party solution providers Understand identity and access management architectural considerations across the 9 stages of an identity and access management lifecycle Be aware of the strategies available to design mobile solutions with Salesforce and the options available for Salesforce mobile architecture Employ the principles of the DevOps & Development Lifecycle needed for an ideal state Salesforce implementation.

Salesforce End To End Implementation Handbook

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Author : Kristian Margaryan Jørgensen
language : en
Publisher: Packt Publishing Ltd
Release Date : 2023-03-10

Salesforce End To End Implementation Handbook written by Kristian Margaryan Jørgensen and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-03-10 with Computers categories.

Packed with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programs Key Features Explore the end-to-end Salesforce implementation lifecycle with templates and practical examples Discover common issues and strategies for mitigation and prevention Work with checklists to assess the state of your Salesforce implementation in each phase Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionWith ever-growing digital transformation programs involving Salesforce, there is a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementations. This book will act as a detailed guide for your Salesforce implementation journey, including common issues and pitfalls to mitigate and prevent errors. The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you’ll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework. As you progress, you’ll gain insights on the necessary activities, milestones, and common issues faced in Salesforce implementation, along with strategies to mitigate them. At the end of each section, you’ll find evaluation checklists to assess the state of your Salesforce implementation. By the end of this book, you’ll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI.What you will learn Discover the critical activities in Salesforce implementation Address common issues faced in implementing Salesforce Explore appropriate delivery methodology Understand the importance of a change management strategy Govern Salesforce implementation through all its phases Gain insights on key activities in the continuous improvement phase Leverage customer 360 for analytics, AI and automation Who this book is for This book is for Salesforce consultants, architects, project/program managers, delivery leaders for Salesforce implementation, or product owners- planning to implement Salesforce or already implementing Salesforce for their organizations. If you are switching to a role in Salesforce development, this book will act as a guide on what to expect on the job and how to ace it. Familiarity with basic business, CRM, and project management concepts is required.

Salesforce Data Architecture And Management

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Author : Ahsan Zafar
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-07-30

Salesforce Data Architecture And Management written by Ahsan Zafar and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-07-30 with Computers categories.

Learn everything you need to become a successful data architect on the Salesforce platform Key Features Adopt best practices relating to data governance and learn how to implement them Learn how to work with data in Salesforce while maintaining scalability and security of an instance Gain insights into managing large data volumes in Salesforce Book Description As Salesforce orgs mature over time, data management and integrations are becoming more challenging than ever. Salesforce Data Architecture and Management follows a hands-on approach to managing data and tracking the performance of your Salesforce org. You'll start by understanding the role and skills required to become a successful data architect. The book focuses on data modeling concepts, how to apply them in Salesforce, and how they relate to objects and fields in Salesforce. You'll learn the intricacies of managing data in Salesforce, starting from understanding why Salesforce has chosen to optimize for read rather than write operations. After developing a solid foundation, you'll explore examples and best practices for managing your data. You'll understand how to manage your master data and discover what the Golden Record is and why it is important for organizations. Next, you'll learn how to align your MDM and CRM strategy with a discussion on Salesforce's Customer 360 and its key components. You'll also cover data governance, its multiple facets, and how GDPR compliance can be achieved with Salesforce. Finally, you'll discover Large Data Volumes (LDVs) and best practices for migrating data using APIs. By the end of this book, you'll be well-versed with data management, data backup, storage, and archiving in Salesforce. What you will learn Understand the Salesforce data architecture Explore various data backup and archival strategies Understand how the Salesforce platform is designed and how it is different from other relational databases Uncover tools that can help in data management that minimize data trust issues in your Salesforce org Focus on the Salesforce Customer 360 platform, its key components, and how it can help organizations in connecting with customers Discover how Salesforce can be used for GDPR compliance Measure and monitor the performance of your Salesforce org Who this book is for This book is for aspiring architects, Salesforce admins, and developers. You will also find the book useful if you're preparing for the Salesforce Data Architecture and Management exam. A basic understanding of Salesforce is assumed.