Mastering Salesforce Flow For Enterprises
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Mastering Salesforce Flow For Enterprises
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Author : James A Hutcherson
language : en
Publisher: BPB Publications
Release Date : 2025-01-30
Mastering Salesforce Flow For Enterprises written by James A Hutcherson and has been published by BPB Publications this book supported file pdf, txt, epub, kindle and other format this book has been release on 2025-01-30 with Computers categories.
DESCRIPTION This book gives you the knowledge to create real-world automation using Salesforce Flows. It starts with a detailed review of business process automation and the fundamentals used to discover, model, analyze, and optimize business processes. You will learn how each step of the process aligns with the information required to create efficient and effective Salesforce Flows. You will then examine how core features included within Salesforce are used to establish and enhance business processes across your instance and applications. You will see how Salesforce features were developed to help improve the collection of data, automate business processes, and enhance outcomes from the start. You will learn the best practices and frameworks used to improve how your business functions continually. With step-by-step instructions, you will learn how to create, test, debug, and improve Salesforce Flows using Flow Builder for several types of flows, including Screen, Record-triggered, and Screenless flow. You will examine how to design subflows that can reduce redundancy within your Salesforce instance. You will also learn when and how to use each flow type in an optimal way. You will examine how the use of advanced features such as AI for Flow, Flow Trigger Explorer, Flow Orchestrator, and Transform features improve your business automation outcomes. KEY FEATURES ● Learn how BPM simplifies creating flows and why hyper-automation and composability are crucial for businesses. ● Work with Screen, Screenless, and Triggered flows while troubleshooting and fixing errors effectively. ● Understand how AI improves automation and creates smarter workflows. WHAT YOU WILL LEARN ● Learn to use Salesforce Flows to automate complex business processes. ● Understand the different types of flows and when to use them. ● Improve usability, scalability, and security for your applications with flows. ● Identify and use best practices when creating new process automation. ● Understand BPM fundamentals and how to use them to create better flows. WHO THIS BOOK IS FOR This book is for administrators, developers, business analysts, and architects who want to learn and master Salesforce Flows. It is ideal for those looking to automate complex business processes, improve efficiency, and integrate AI capabilities within their environment. TABLE OF CONTENTS 1. Setting the Stage for Flows 2. Business Process Management Fundamentals with Salesforce Flows 3. Extracting Business Processes for Automation 4. Process Automation in Salesforce 5. Using Core Salesforce Features in Automation 6. Introduction to Salesforce Flows 7. Flow Builder Fundamentals 8. Understanding Flow Builder Elements, Connectors, and Resources 9. Mastering Screen Flows 10. Record-triggered Flows 11. Screenless Flows 12. Building Effective Subflows 13. Flow Trigger Explorer, Orchestrator, and Transform 14. Optimizing and Testing Flows 15. Using AI in Flows
Mastering Salesforce Experience Cloud
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Author : Lillie Beiting
language : en
Publisher: Packt Publishing Ltd
Release Date : 2024-10-04
Mastering Salesforce Experience Cloud written by Lillie Beiting 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 2024-10-04 with Computers categories.
Your guide to unlocking business potential and technical mastery with essential to advanced strategies for launching and maintaining top-tier Experience Cloud sites effortlessly Key Features Empower your team and your organization to lead and maintain an Experience Cloud transformation Master out-of-the-box Experience Cloud features, custom development options, and development best practices Curate a consumer-friendly Experience Cloud site that maximizes value for your company, while keeping maintenance costs low Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionEmpowering your target audience to interact effortlessly with you and your product offerings is a critical aspect of business in the modern era. Users expect easy, professional digital experiences when engaging with organizations. However, creating engagement applications from scratch is challenging, and connecting user behavior with your organization’s data is even more complex. Enter Salesforce Experience Cloud sites, website portals built on the Salesforce data model that seamlessly connects your user data to your user experience. Mastering Salesforce Experience Cloud focuses on the human-centric nature of this product, beginning with a comprehensive guide on designing for your organization’s desired users and ensuring success for both internal teams and end users. After exploring the real-world applications of Experience Cloud and reviewing license models, this book provides a beginning-to-end guide to mastering the technical backend of this product, covering both out-of-the-box settings and customization techniques. By the end of this book, you’ll have gained a deep understanding of the Experience Cloud data model and customization options to create engaging, user-centric digital experiences that deliver value to your organization and stakeholders. What you will learn Define your audience and identify your overall strategy for an Experience Cloud site Understand the technical and operational strategy needed to support your site Work with the Experience Cloud data model and standard template features Determine when to use Visualforce, Aura, LWC, or LWR while exploring custom development options Get to grips with the how Salesforce Flow and Triggers work Leverage marketing automation, knowledge base, and communication in the site Find out about site launch tactics, user creation, site moderation, and ongoing reporting Who this book is for If you want to understand the intricacies of Salesforce Experience Cloud, transform your client experience, enhance your enterprise architecture, and create a scalable, world class-customer web experience that smoothly integrates with an existing Salesforce instance, this book is for you. Business leaders, IT leaders, Salesforce developers, Salesforce admins, and web teams tasked with delivering and maintaining an excellent, integrated Experience Cloud portal will benefit from this book. Ideal for readers with Salesforce experience in any cloud or a basic grasp of Service Cloud features.
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.
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 Apex Programming
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Author : Paul Battisson
language : en
Publisher: Packt Publishing Ltd
Release Date : 2023-11-29
Mastering Apex Programming written by Paul Battisson 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 2023-11-29 with Computers categories.
Advance your Apex programming skills to the next level with best practices, proven techniques, and practical code samples with this updated edition along with the most recent advancements in Apex Key Features Understand the various integration asynchronous processing options in Apex and how to use them to scale you application Learn how to integrate external systems with Apex through both inbound and outbound integrations Profile and improve the performance of your Apex code Book DescriptionApplications built on the Salesforce platform are now a key part of many organizations' IT systems, with more complex and integrated solutions being delivered every day. As a Salesforce developer working with Apex, it is important to understand the range and variety of tools at your disposal, how and when to use them, and what the best practices are. This revised second edition includes a complete restructuring and five new chapters filled with detailed content on the latest Salesforce innovations including integrating with DataWeave in Apex, and utilizing Flow and Apex together to build scalable applications with Administrators. This Salesforce book starts with a discussion around common mistakes, debugging, exception handling, and testing. The second section focuses on the different asynchronous Apex programming options to help you build more scalable applications, before the third section focuses on integrations, including working with platform events and developing custom Apex REST web services. Finally, the book finishes with a section dedicated to profiling and improving the performance of your Apex including architecture. With code examples used to facilitate discussion throughout, by the end of the book you will be able to develop robust and scalable applications in Apex with confidence.What you will learn Understand common Apex mistakes and how to avoid them through best practices Learn how to debug Apex code effectively Discover the different asynchronous Apex options, common use cases, and best practices Extend the capabilities of the Salesforce platform with the power of integrations Parse and manipulate data easily with the use of DataWeave functions Develop custom Apex REST services to allow inbound integrations Profile and improve the performance of your Apex code Who this book is forDevelopers who have basic to intermediate Apex programming knowledge and are interested in mastering Apex programming while exploring the Salesforce.com platform. This book is also ideal for experienced Java or C# developers who are moving to Apex programming for developing apps on the Salesforce platform. Basic Apex programming knowledge is assumed.
Flow Engineering
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Author : Steve Pereira
language : en
Publisher: IT Revolution
Release Date : 2024-05-14
Flow Engineering written by Steve Pereira and has been published by IT Revolution this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-05-14 with Business & Economics categories.
Tired of misalignment, friction, and stalled workflow? Flow Engineering is a practical guide to using value stream mapping techniques to align teams, unlock innovation, and optimize performance. Based on foundations from Value Stream Mapping, cybernetics, and the Toyota Production System, Flow Engineering's lightweight and iterative practices build the value, clarity, and flow required for effective collaboration and collective action. Written by Value Stream Mapping experts Steve Pereira and Andrew Davis, Flow Engineering provides a step-by-step guide for running fast-paced mapping workshops that rapidly build shared understanding. Using five key maps to facilitate collaborative “flow conversations,” Pereira and Davis show how teams can surface tangled process dependencies, conflicting priorities, and unspoken assumptions that grind progress to a halt. The result? A clear roadmap owned by the people doing the work to accelerate innovation cycles, optimize workflows, and achieve more effective coordination. Applicable across any industry, Flow Engineering's techniques have helped leading organizations improve critical workflows like customer onboarding, product development, and hiring. It's time to stop trying one-size-fits-all frameworks to find value, clarity, and flow to improve culture and performance. Flow Engineering meets your organization where it's at and shows you how to move it where it needs to go.
Salesforce Platform App Builder Certification Companion
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Author : Rakesh Gupta
language : en
Publisher: Springer Nature
Release Date : 2025-03-06
Salesforce Platform App Builder Certification Companion written by Rakesh Gupta and has been published by Springer Nature this book supported file pdf, txt, epub, kindle and other format this book has been release on 2025-03-06 with Computers categories.
Salesforce Platform App Builder Certification, second edition is a comprehensive guide for budding and intermediate developers aiming to deepen their understanding of Salesforce. This book will start with the basics of Salesforce, shedding light on the limitations of its declarative platform and guiding readers on when to choose programmatic development or explore App Exchange solutions. The journey through the book will then delve into various configurations like data management and analytics, segueing into how to customize the application's appearance and functionality at an organizational level. Subsequent chapters will explore enterprise sandbox design patterns, process automation tools within Salesforce, and their appropriate applications. Finally, the book will tackle designing mobile-compatible applications and delve into Salesforce reporting. This book's uniqueness lies in its focus on a niche yet crucial area of Salesforce, a domain where existing literature is sparse and formal training can be prohibitively expensive. By incorporating real-world examples, practical exercises, and multiple-choice questions, this guide will equip readers for the Platform App Builder certification, offering a comprehensive and efficient preparation tool. This second edition of the book is especially timely, as it updates content to reflect the latest developments and features in Salesforce. What You Will Learn Gain expertise in designing, constructing, and launching tailor-made applications utilizing the Force.com platform's declarative customization features Understand the Salesforce data model, field type (when to use which fields), and how and when to use an external object in Salesforce Be familiar with security and settings in Salesforce. Gain skills in creating data models, managing security, and automating business logic. Prepare for the Platform App Builder exam. Learn and understand the latest Salesforce interface, the Lightning Experience.
Mastering Sap
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Author : Cybellium
language : en
Publisher: Cybellium Ltd
Release Date :
Mastering Sap 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 Computers categories.
Unlock the Full Potential of SAP with "Mastering SAP" In today's digital landscape, organizations rely on SAP (Systems, Applications, and Products) to streamline operations, manage data, and drive business growth. SAP is the backbone of many enterprises, and skilled professionals who can harness its power are in high demand. "Mastering SAP" is your comprehensive guide to excelling in the world of SAP, providing you with the knowledge, skills, and strategies to become an expert in SAP implementation, management, and optimization. Your Path to SAP Excellence SAP is more than just software; it's a platform for innovation and business transformation. Whether you're new to SAP or an experienced SAP professional looking to enhance your skills, this book will empower you to master the art of SAP. What You Will Discover SAP Fundamentals: Gain a deep understanding of SAP's architecture, modules, and functionalities, from SAP ERP to SAP S/4HANA. Implementation and Configuration: Learn best practices for SAP implementation, system configuration, and customization to meet organizational requirements. Data Management: Explore SAP data management, including data extraction, transformation, and loading (ETL), and data governance. Integration: Discover strategies for integrating SAP with other systems, both on-premises and in the cloud, to create a unified technology ecosystem. Performance Optimization: Master techniques for optimizing SAP performance, enhancing system security, and ensuring high availability. Career Advancement: Understand how mastering SAP can open doors to exciting career opportunities and leadership roles. Why "Mastering SAP" Is Essential Comprehensive Coverage: This book provides comprehensive coverage of SAP topics, ensuring that you have a well-rounded understanding of SAP's capabilities and applications. Expert Guidance: Benefit from insights and advice from experienced SAP professionals and industry experts who share their knowledge and expertise. Career Advancement: SAP offers a wide range of career opportunities, and this book will help you unlock your full potential in this dynamic field. Stay Competitive: In a constantly evolving technology landscape, mastering SAP is vital for staying competitive and driving innovation. Your Journey to SAP Mastery Begins Here "Mastering SAP" is your roadmap to excelling in the world of SAP and advancing your career. Whether you aspire to lead SAP projects, optimize SAP implementations, or become a trusted SAP consultant, this guide will equip you with the skills and knowledge to achieve your goals. "Mastering SAP" is the ultimate resource for individuals seeking to excel in the world of SAP. Whether you are new to SAP or an experienced professional, this book will provide you with the knowledge and strategies to become an expert in SAP implementation, management, and optimization. Don't wait; begin your journey to SAP mastery today! © 2023 Cybellium Ltd. All rights reserved. www.cybellium.com
Mastering Office 365 Administration
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Author : Thomas Carpe
language : en
Publisher: Packt Publishing Ltd
Release Date : 2018-05-22
Mastering Office 365 Administration written by Thomas Carpe 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 2018-05-22 with Computers categories.
Leverage Office 365 to increase your organization's efficiency Key Features Perform common to advanced-level management and administrative tasks for your organization with Office 365 Become an Office 365 generalist who can work with the entire stack—not just specific products An advanced-level guide that will teach you to implement enterprise-level services into your organization, no matter the size of the business Book Description In today's world, every organization aims to migrate to the cloud in order to become more efficient by making full use of the latest technologies. Office 365 is your one-stop solution to making your organization reliable, scalable, and fast. This book will start with an overview of Office 365 components, and help you learn how to use the administration portal, and perform basic administration. It then goes on to cover common management tasks, such as managing users, admin roles, groups, securing Office 365, and enforcing compliance. In the next set of chapters, you will learn about topics including managing Skype for Business Online, Yammer, OneDrive for Business, and Microsoft Teams. In the final section of the book, you will learn how to carry out reporting and monitor Office 365 service health. By the end of this book, you will be able to implement enterprise-level services with Office 365 based on your organization's needs. What you will learn Understand the vast Office 365 feature set Understand how workloads and applications interact and integrate with each other Connect PowerShell to various Office 365 services and perform tasks Manage Skype for Business Online Get support and monitor Office 365 service health Manage and administer identities and groups efficiently Who this book is for This book targets architects, sys admins, engineers, and administrators who are working with Office 365 and are responsible for configuring, implementing, and managing Office 365 in their organization. A prior knowledge of Office 365 and Exchange servers is mandatory.
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.