Learning Salesforce Visual Workflow And Process Builder Second Edition

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Learning Salesforce Visual Workflow And Process Builder Second Edition
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Author : Rakesh Gupta
language : en
Publisher:
Release Date : 2017-05-18
Learning Salesforce Visual Workflow And Process Builder Second Edition written by Rakesh Gupta and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-05-18 with Computers categories.
Click your way to automating various business processes using Salesforce Visual WorkflowAbout This Book* Develop an application using Point and Click with the help of Flow* Get to grips with various ways to launch a Flow* Capture data from an external user without using the Visualforce page* Save user input into the database, and learn how to query and manipulate the data* Discover various ways to debug and deploy Flow and Process Builder* Understand the concepts of Subflow and Login Flow* Handle complex business processes using Process builder and keep them clean* Use existing or new Flows to work with Salesforce Lightning Experience.Who This Book Is ForThis book is intended for those who want to use Flows to automate their business requirements by clicking, not coding. No previous experience in computer coding or programming is required.What You Will Learn* Develop an application using point and click with the help of Flow* Get to grips with various ways to launch a Flow* Capture data from an external user without using the Visualforce page* Save user input into the database, and learn how to query and manipulate the data* Discover various ways to debug and deploy Flow and Process Builder* Understand the concepts of Subflow and Login Flow* Handle complex business processes using Process builder and keep them clean* Use existing or new Flows to work with Salesforce Lightning Experience.In DetailSalesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows.Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage.The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience.By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage.Style and approachStep by step approch to use Process Builder to solve complex business requirements with the help of Flow
Learning Salesforce Visual Workflow And Process Builder
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Author : Rakesh Gupta
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-05-18
Learning Salesforce Visual Workflow And Process Builder written by Rakesh Gupta 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 2017-05-18 with Computers categories.
Click your way to automating various business processes using Salesforce Visual Workflow About This Book Develop an application using Point and Click with the help of Flow Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page Save user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy Flow and Process Builder Understand the concepts of Subflow and Login Flow Handle complex business processes using Process builder and keep them clean Use existing or new Flows to work with Salesforce Lightning Experience. Who This Book Is For This book is intended for those who want to use Flows to automate their business requirements by clicking, not coding. No previous experience in computer coding or programming is required What You Will Learn Develop an application using point and click with the help of Flow Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page Save user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy Flow and Process Builder Understand the concepts of Subflow and Login Flow Handle complex business processes using Process builder and keep them clean Use existing or new Flows to work with Salesforce Lightning Experience. In Detail Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows. Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage. The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience. By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage. Style and approach Step by step approch to use Process Builder to solve complex business requirements with the help of Flow
Mastering Salesforce Crm Administration
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Author : Rakesh Gupta
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-03-27
Mastering Salesforce Crm Administration written by Rakesh Gupta 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 2017-03-27 with Computers categories.
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.
Learning Salesforce Visual Workflow
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Author : Rakesh Gupta
language : en
Publisher: Packt Publishing Ltd
Release Date : 2015-04-29
Learning Salesforce Visual Workflow written by Rakesh Gupta 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 2015-04-29 with Computers categories.
Learning Salesforce Visual Workflow is intended for those who want to use Flows to automate their business requirements by click not code. Salesforce maintains an incredibly user-friendly interface; no previous experience in computer coding or programming is required.
Salesforce Com Lightning Process Builder And Visual Workflow
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Author : Jonathan Keel
language : en
Publisher: Apress
Release Date : 2016-11-25
Salesforce Com Lightning Process Builder And Visual Workflow written by Jonathan Keel and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-11-25 with Computers categories.
Learn how to build logic into your apps by configuring Salesforce.com Lightning Process Builder and Visual Workflow software tools to meet the needs of your organization without the use of code. You will be able to build workflow diagrams on the Salesforce.com platform and perform complex logic. Individuals who have created workflow diagrams in other applications (e.g., Microsoft Visio) will feel very comfortable using these two tools from Salesforce. If you find yourself in a situation where a standard Salesforce configuration does not meet your needs, you can always rely on a developer to extend the functionality through Visualforce and Apex code. What if you could take back that control and not rely on a developer or consultant? With two new technologies—Process Builder and Visual Workflow—introduced onto the Salesforce.com platform, you can accomplish much of what was normally handled with Apex code. Lightning Process Builder and Visual workflow both allow for advanced logic that standard configuration such as Salesforce.com Workflow cannot do. Salesforce.com Lightning Process Builder and Visual Workflow details how these technologies can be used to: Create a call center application that guides operators through a call with screens that change based on the caller’s responses. Automatically submit approvals to speed up and streamline your business. Update related records for any object being modified, including standard and custom objects.
Becoming A Salesforce Certified Technical Architect
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Author : Tameem Bahri
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-02-12
Becoming A Salesforce Certified Technical Architect written by Tameem Bahri 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 2021-02-12 with Computers categories.
Design and build high-performance, secure, and scalable Salesforce solutions to meet business demands and gain practical experience using real-world scenarios by creating engaging end-to-end solution presentations Key Features Learn common integration, data migration, and security patterns for designing scalable and reliable solutions on the Salesforce Lightning platform Build an end-to-end delivery framework pipeline for delivering successful projects within specified timelines Gain access to an exclusive book club of skilled Salesforce professionals, to discuss ideas, best practices, and share experiences of designing modern solutions using Salesforce Book DescriptionSalesforce Certified Technical Architect (CTA) is the ultimate certification to validate your knowledge and skills when it comes to designing and building high-performance technical solutions on the Salesforce platform. The CTA certificate is granted after successfully passing the CTA review board exam, which tests your platform expertise and soft skills for communicating your solutions and vision. You’ll start with the core concepts that every architect should master, including data lifecycle, integration, and security, and build your aptitude for creating high-level technical solutions. Using real-world examples, you’ll explore essential topics such as selecting systems or components for your solutions, designing scalable and secure Salesforce architecture, and planning the development lifecycle and deployments. Finally, you'll work on two full mock scenarios that simulate the review board exam, helping you learn how to identify requirements, create a draft solution, and combine all the elements together to create an engaging story to present in front of the board or to a client in real life. By the end of this Salesforce book, you’ll have gained the knowledge and skills required to pass the review board exam and implement architectural best practices and strategies in your day-to-day work.What you will learn Explore data lifecycle management and apply it effectively in the Salesforce ecosystem Design appropriate enterprise integration interfaces to build your connected solution Understand the essential concepts of identity and access management Develop scalable Salesforce data and system architecture Design the project environment and release strategy for your solution Articulate the benefits, limitations, and design considerations relating to your solution Discover tips, tricks, and strategies to prepare for the Salesforce CTA review board exam Who this book is for This book is for Salesforce architects who want to become certified technical architects by learning how to design secure and scalable technical solutions for their organizations. A solid understanding of the Salesforce platform is required, ideally combined with 3 to 5 years of practical experience as an application architect, system architect, enterprise architect, or solution architect.
Lightning Sales Ops
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Author : Matt Bertuzzi
language : en
Publisher:
Release Date : 2017-02-17
Lightning Sales Ops written by Matt Bertuzzi and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-02-17 with categories.
In recent years, sales development has emerged as a critical discipline and lever for revenue growth. It has been billed as "the hottest job in sales" and "the most important sales process innovation in 10 years." For all the attention and buzz the SDR role has received, the way companies support sales development in Salesforce hasn't advanced much in a decade. Ask yourself, do your SDRs often remark about how much they love using Salesforce? Do they feel bad for peers at other companies with poorly configured CRMs? Are they thankful that, unlike those poor sods, they aren't drowning in manual steps and byzantine processes?This probably isn't a sentiment you hear very often. The focus of this book is making Salesforce work for your reps. Lightning Sales Ops shares strategies and stories for streamlining process, boosting productivity, and achieving "legendary" status as a button-click admin.
The Robotic Process Automation Handbook
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Author : Tom Taulli
language : en
Publisher: Apress
Release Date : 2020-02-28
The Robotic Process Automation Handbook written by Tom Taulli and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-02-28 with Computers categories.
While Robotic Process Automation (RPA) has been around for about 20 years, it has hit an inflection point because of the convergence of cloud computing, big data and AI. This book shows you how to leverage RPA effectively in your company to automate repetitive and rules-based processes, such as scheduling, inputting/transferring data, cut and paste, filling out forms, and search. Using practical aspects of implementing the technology (based on case studies and industry best practices), you’ll see how companies have been able to realize substantial ROI (Return On Investment) with their implementations, such as by lessening the need for hiring or outsourcing. By understanding the core concepts of RPA, you’ll also see that the technology significantly increases compliance – leading to fewer issues with regulations – and minimizes costly errors. RPA software revenues have recently soared by over 60 percent, which is the fastest ramp in the tech industry, and they are expected to exceed $1 billion by the end of 2019. It is generally seamless with legacy IT environments, making it easier for companies to pursue a strategy of digital transformation and can even be a gateway to AI. The Robotic Process Automation Handbook puts everything you need to know into one place to be a part of this wave. What You'll Learn Develop the right strategy and plan Deal with resistance and fears from employees Take an in-depth look at the leading RPA systems, including where they are most effective, the risks and the costs Evaluate an RPA system Who This Book Is For IT specialists and managers at mid-to-large companies
Salesforce Com Secrets Of Success
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Author : David Taber
language : en
Publisher: Pearson Education
Release Date : 2009
Salesforce Com Secrets Of Success written by David Taber and has been published by Pearson Education this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009 with Business & Economics categories.
Drawing on his experience with dozens of deployments, Taber offers expert guidance on every facet of Salesforce.com, including upfront planning, process optimization, implementation, and more. Readers learn how to develop a comprehensive and effective implementation strategy, prepare data, and overcome internal politics and other challenges.
Effortless App Development With Oracle Visual Builder
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Author : Ankur Jain
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-03-26
Effortless App Development With Oracle Visual Builder written by Ankur Jain 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 2021-03-26 with Computers categories.
Build web and mobile apps quickly with Oracle Visual Builder and delve into real-time end-to-end use cases, exploring best practices, recommendations, security, and debugging techniques Key FeaturesExecute various real-time use cases and develop web and mobile applications quicklyEnhance your skills by extending Oracle and non-Oracle SaaS applications using VBGain the knowledge needed to take on projects directly and work independentlyBook Description Organizations are moving their applications, data, and processes to the cloud to reduce application costs, effort, and maintenance. However, adopting new technology poses challenges for developers, solutions architects, and designers due to a lack of knowledge and appropriate practical training resources. This book helps you get to grips with Oracle Visual Builder (VB) and enables you to quickly develop web and mobile applications and deploy them to production without hassle. This book will provide you with a solid understanding of VB so that you can adopt it at a faster pace and start building applications right away. After working with real-time examples to learn about VB, you'll discover how to design, develop, and deploy web and mobile applications quickly. You'll cover all the VB components in-depth, including web and mobile application development, business objects, and service connections. In order to use all these components, you'll also explore best practices, security, and recommendations, which are well explained within the chapters. Finally, this book will help you gain the knowledge you need to enhance the performance of an application before deploying it to production. By the end of this book, you will be able to work independently and deploy your VB applications efficiently and with confidence. What you will learnGet started with VB and explore its architecture and basic building blocksGain a clear understanding of business objects and learn how to manage themCreate service connections to connect to the external API and Oracle SaaSBuild web and mobile apps and run them on various devicesDevelop Oracle Cloud and non-Oracle SaaS app extensionsGet to grips with data and application security using practical examplesExplore best practices along with troubleshooting and debugging mechanismsConnect your VB application with VBS for application versioning using GitWho this book is for This book is for IT professionals working with UI technologies to develop web and mobile applications for various industries. Developers and UI designers who want to understand how to use VB, develop scalable web and mobile applications using drag-and-drop features, and design applications in a better way with the help of real-time example apps and code samples will find this book helpful. Prior experience in any UI technology, JavaScript, and REST APIs will be useful.