Mastering Salesforce Data Management And Migration
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Mastering Salesforce Data Management And Migration
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Author : Blake Tech
language : en
Publisher: Independently Published
Release Date : 2023-07-10
Mastering Salesforce Data Management And Migration written by Blake Tech and has been published by Independently Published this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-07-10 with categories.
Mastering Salesforce Data Management and Migration: A Comprehensive Guide Table of Contents Chapter 1: Introduction to Salesforce Data Management and Migration Chapter 2: Salesforce Data Model Chapter 3: Data Import Techniques Chapter 4: Data Export Techniques Chapter 5: Data Cleansing and Transformation Chapter 6: Data Deduplication and Matching Chapter 7: Data Archiving and Retention Chapter 8: Data Security and Privacy Chapter 9: Data Backup and Recovery Chapter 10: Data Integration in Salesforce Chapter 11: Data Migration Strategies Chapter 12: Data Governance and Maintenance Chapter 13: Advanced Data Management Techniques and Emerging Trends Chapter 14: Conclusion and Key Takeaways Chapter 15: Advanced Tips and Tricks for Salesforce Data Management
Mastering Salesforce Devops
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Author : Andrew Davis
language : en
Publisher: Apress
Release Date : 2019-10-29
Mastering Salesforce Devops written by Andrew Davis and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-10-29 with Computers categories.
This practical guide brings DevOps principles to Salesforce development. It fits together two major movements within the IT world: the movement to Software/Platform as a Service (SaaS/PaaS), and the DevOps movement. While SaaS and PaaS allow companies to invest in their core competencies rather than maintain their own infrastructure, the goal of DevOps is to optimize the process of delivering software innovation and value. The release of Salesforce DX in late 2017 unlocks the possibility of a true DevOps workflow on Salesforce. But DevOps is new to the Salesforce world and there is not a widespread understanding of its goals and methods, and so adoption of Salesforce DX is still in the early stages. Mastering Salesforce DevOps explains how to build a powerful and comprehensive DevOps workflow for Salesforce—allowing you to finally deploy the world's most innovative platform using the world's most effective and efficient techniques. It addresses theneed for a comprehensive guide to DevOps for Salesforce, allowing teams to bring proven practices from the IT world to resolve the hardest problems facing Salesforce developers today. What You Will Learn Improve company performance and software delivery performance using Salesforce DX Translate DevOps concepts into the unique language and practices of Salesforce Understand why and how you can implement Salesforce DX to achieve greater productivity and innovation Enable continuous delivery on Salesforce Build packages and architect code so it can be deployed easily Allow admins to participate in what has traditionally been a developer workflow Know the techniques for reducing the stress and risk of deployment Apply the full range of automated tests that can be used on Salesforce Who This Book Is for Salesforce developers, release managers, and those managing Salesforce development teams who need a guide to DevOps, and DevOps specialists who need to apply familiar concepts to Salesforce
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.
Master Data Management For Saas Applications
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Author : Whei-Jen Chen
language : en
Publisher: IBM Redbooks
Release Date : 2014-10-19
Master Data Management For Saas Applications written by Whei-Jen Chen and has been published by IBM Redbooks this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-10-19 with Computers categories.
Enterprises today understand the value of employing a master data management (MDM) solution for managing and governing mission critical information assets. chief data officers and chief information officers drive MDM initiatives with IBM® InfoSphere® Master Data Management to improve business results and operational efficiencies, which can help to lower costs and to reduce the risk of using untrusted master information in business process. Cloud computing introduces new considerations where enterprise IT architectures are extended beyond the corporate networks into the cloud. Many enterprises are now adopting turnkey business applications offered as software as a service (SaaS) solutions, such as customer relationship management (CRM), payroll processing, human resource management, and many more. However, in the context of MDM solutions, many organizations perceive risks in having these solutions deployed on the cloud. In some cases, organization are concerned with the legal restrictions of deploying solutions on the cloud, whereas in other cases organizations have policies and strategies in force that limit solution deployment on the cloud. Immaterial of what all the cases might be, industry trends point to a prediction that many "extended enterprises" will keep MDM solutions on premises and will want its integrations with SaaS applications, specifically customer and asset domains. This trend puts a key focus on an important component in the solution construct, that is, the cloud integration middleware and how it fits with hybrid cloud architectures that span on premises and cloud services. As this trend pans out, the on-premises MDM solution integration with SaaS applications will be the key pain point for the "extended enterprise." This IBM Redbooks® publication provides guidance to chief data officers, chief information officers, MDM practitioners, integration architects, and others who are interested in the integration of IBM InfoSphere Master Data Management with SaaS applications. This book lays the background on how mastering and governance needs for SaaS applications is quite similar to what on-premises business applications would need. It draws the perspective for serving the on-premises application and the SaaS application with the same MDM hub. This book describes how IBM WebSphere® Cast Iron® Cloud Integration can serve as the "de-facto" cloud integration middleware to integrate the on-premises InfoSphere Master Data Management systems with any SaaS application by using Saleforce.com integration as an example. This book also covers aspects of handling bulk operations with IBM InfoSphere Information Server. After reading this book, you will have a good understanding about the considerations for on-premises InfoSphere Master Data Management integration with SaaS applications in general and Salesforce.com in particular. The MDM practitioners and integration architects will understand the deployable integrations patterns and, in general, will be able to effectively contribute to delivering strategies that involve building solutions in this area. Additionally, SaaS vendors and customers looking to build or implement SaaS solutions that might require trusted master information will be able to use this compilation to ensure that the right architecture is put together and adhered to as a set of standard integrations patterns with all the core building blocks is essential for the longevity of a solution in this space.
Salesforce Com For Dummies
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Author : Liz Kao
language : en
Publisher: John Wiley & Sons
Release Date : 2016-04-25
Salesforce Com For Dummies written by Liz Kao and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-04-25 with Computers categories.
Your all-access guide to reaping the benefits of Salesforce.com Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Written by Salesforce.com insiders with years of experience in customer relationship management (CRM) solutions, Salesforce.com For Dummies gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You'll discover how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, create accurate projects based on past performance, and so much more. A customizable, on-demand CRM solution, Salesforce.com allows businesses to organize and manage all of their customer information—leads, opportunities, contacts, accounts, cases, and solutions—in one place. Whether you're a Windows or Mac user, this down-to-earth, friendly guide shows you how to maximize Salesforce.com's capabilities to close deals faster, gain real-time visibility into sales, and collaborate instantly. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter If you're new to Salesforce.com or an existing user looking for the latest tips and tricks to maximize its potential, this friendly guide has you covered.
Salesforce For Dummies
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Author : Liz Kao
language : en
Publisher: John Wiley & Sons
Release Date : 2019-11-05
Salesforce For Dummies written by Liz Kao and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-11-05 with Business & Economics categories.
Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com! Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter More than 150,000 companies worldwide use Salesforce.com as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.
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.
Mastering Oracle Cloud Erp A Practical Guide To Implementation Integrations And Optimization 2025
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Author : Mukesh Garg, Dr Vandna Bansla
language : en
Publisher: YASHITA PRAKASHAN PRIVATE LIMITED
Release Date :
Mastering Oracle Cloud Erp A Practical Guide To Implementation Integrations And Optimization 2025 written by Mukesh Garg, Dr Vandna Bansla and has been published by YASHITA PRAKASHAN PRIVATE LIMITED this book supported file pdf, txt, epub, kindle and other format this book has been release on with Computers categories.
PREFACE Mastering Oracle Cloud ERP: A Practical Guide to Implementation, Integrations, and Optimization is designed to be a comprehensive and hands-on resource for professionals seeking to understand and master Oracle’s Enterprise Resource Planning (ERP) solution in the cloud. As businesses continue to adapt to rapidly evolving technological landscapes, the need for agile, scalable, and integrated ERP systems has never been more critical. Oracle Cloud ERP offers organizations the tools necessary to streamline operations, enhance decision-making, and drive business growth. This book is written to provide readers with a practical understanding of how to successfully implement, integrate, and optimize Oracle Cloud ERP to unlock its full potential. In recent years, cloud-based solutions have become the backbone of many enterprise IT systems, replacing traditional on-premises software with scalable, flexible solutions. Oracle’s Cloud ERP has emerged as one of the most widely adopted systems, offering a range of integrated applications that cater to different aspects of business management, including financials, procurement, supply chain management, and human resources. The shift to cloud computing allows organizations to simplify their infrastructure, reduce costs, and maintain agility while ensuring that their systems are always up to date with the latest innovations. This book serves as a practical guide for both beginners and experienced professionals, providing a step-by-step approach to implementing Oracle Cloud ERP. It covers the implementation process, from initial planning and system configuration to full deployment, ensuring that the reader has a clear understanding of how to set up the system in a way that aligns with business goals. Each chapter is designed to guide readers through the complexities of Oracle Cloud ERP, offering detailed insights into how to structure and execute an effective implementation strategy. The integration of Oracle Cloud ERP with existing systems is another critical area covered in this book. As organizations increasingly rely on multiple platforms for different functions, integration becomes essential for ensuring that data flows seamlessly between systems. Whether integrating with legacy applications, third-party tools, or other Oracle solutions, this book outlines best practices for building and maintaining a robust integration framework that supports business operations and ensures data consistency. Beyond implementation and integration, this guide emphasizes optimization—helping readers learn how to continuously improve and maximize the value of Oracle Cloud ERP over time. With constant updates and innovations from Oracle, organizations need to be able to effectively adapt their ERP systems to meet changing business needs. The book offers practical strategies for monitoring system performance, troubleshooting common challenges, and leveraging Oracle Cloud’s advanced capabilities, such as AI and automation, to streamline processes and drive operational efficiency. Real-world case studies and practical examples throughout the book demonstrate how successful Oracle Cloud ERP implementations have transformed businesses across various industries. These examples illustrate key lessons learned and provide actionable insights that can be applied to real-world scenarios, making this book an invaluable resource for anyone involved in the Oracle Cloud ERP journey. Whether you are an IT professional, a project manager, a business analyst, or a consultant working on Oracle Cloud ERP projects, this book will equip you with the knowledge and tools needed to implement, integrate, and optimize Oracle Cloud ERP systems effectively. Our goal is not only to help you understand the technical aspects but also to provide a framework for using Oracle Cloud ERP as a strategic asset that drives business performance. In conclusion, Mastering Oracle Cloud ERP is not just a book about technology, it’s a guide to leveraging Oracle’s ERP solution to achieve business success in the digital age. With a solid foundation in both the technical and strategic aspects of implementation, integration, and optimization, this book is designed to help you navigate the complexities of Oracle Cloud ERP and unlock its full potential. Authors
Salesforce For Dummies
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Author : Liz Kao
language : en
Publisher: John Wiley & Sons
Release Date : 2019-12-12
Salesforce For Dummies written by Liz Kao and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-12-12 with Business & Economics categories.
Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com! Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter More than 150,000 companies worldwide use Salesforce.com as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.
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.