Mastering Salesforce Reports And Dashboards

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Mastering Salesforce Reports And Dashboards

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Author : David Carnes
language : en
Publisher: "O'Reilly Media, Inc."
Release Date : 2023-06-14

Mastering Salesforce Reports And Dashboards written by David Carnes and has been published by "O'Reilly Media, Inc." this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-06-14 with Business & Economics categories.

Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. Many organizations, however, lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. But there's a better way. Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives, end users, and report and dashboard superusers what analytics are possible, which features report writers should ask to be enabled, and which settings and permissions system administrators need to activate. You'll learn: How to create reports using the four main report formats in Salesforce How to create and use dashboards Methods for storing and finding reports and dashboards How to leverage formulas and trending in Salesforce reporting Special reporting features only available in Salesforce Mobile and on the Analytics tab Ways to embed report charts and dashboards in Lightning page layouts Powerful combinations of reporting features to drive decisions

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.

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 For Beginners

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Author : Sharif Shaalan
language : en
Publisher: Packt Publishing Ltd
Release Date : 2020-05-29

Salesforce For Beginners written by Sharif Shaalan 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 2020-05-29 with Computers categories.

Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook Description Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals. What you will learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is for If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.

Creating Actionable Insights Using Crm Analytics

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Author : Mark Tossell
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-12-29

Creating Actionable Insights Using Crm Analytics written by Mark Tossell 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 2021-12-29 with Computers categories.

Leverage CRM Analytics to generate valuable business insights and solve business problems efficiently Key FeaturesExtract, combine, transform, and visualize your data to derive business insights using CRM AnalyticsGain hands-on experience as you walk through practical dashboard use cases in CRM AnalyticsLearn how to build best-in-class dashboards from a CRM Analytics thought leaderBook Description CRM Analytics, formerly known as Tableau CRM and Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease. By the end of this book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently. What you will learnImplement and configure CRM Analytics from scratchBuild your first CRM Analytics app and embed your CRM Analytics dashboards in Salesforce to enhance user adoptionConnect Salesforce and external data with CRM Analytics and create datasetsCreate a data recipe and get familiar with the recipe UIBuild a custom dashboard in CRM Analytics using the dashboard editorUse lenses to create a CRM Analytics dashboardConfigure and implement data security and governanceBuild configured record actions to automate data directly in SalesforceWho this book is for This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore CRM Analytics' capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.

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

Hands On Salesforce Data Cloud

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Author : Joyce Kay Avila
language : en
Publisher: "O'Reilly Media, Inc."
Release Date : 2024-08-09

Hands On Salesforce Data Cloud written by Joyce Kay Avila and has been published by "O'Reilly Media, Inc." this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-08-09 with Computers categories.

Learn how to implement and manage a modern customer data platform (CDP) through the Salesforce Data Cloud platform. This practical book provides a comprehensive overview that shows architects, administrators, developers, data engineers, and marketers how to ingest, store, and manage real-time customer data. Author Joyce Kay Avila demonstrates how to use Salesforce's native connectors, canonical data model, and Einstein's built-in trust layer to accelerate your time to value. You'll learn how to leverage Salesforce's low-code/no-code functionality to expertly build a Data Cloud foundation that unlocks the power of structured and unstructured data. Use Data Cloud tools to build your own predictive models or leverage third-party machine learning platforms like Amazon SageMaker, Google Vertex AI, and Databricks. This book will help you: Develop a plan to execute a CDP project effectively and efficiently Connect Data Cloud to external data sources and build out a Customer 360 Data Model Leverage data sharing capabilities with Snowflake, BigQuery, Databricks, and Azure Use Salesforce Data Cloud capabilities for identity resolution and segmentation Create calculated, streaming, visualization, and predictive insights Use Data Graphs to power Salesforce Einstein capabilities Learn Data Cloud best practices for all phases of the development lifecycle

The Adobe Sitecatalyst Handbook

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Author : Adam Greco
language : en
Publisher: Pearson Education
Release Date : 2012-10-14

The Adobe Sitecatalyst Handbook written by Adam Greco and has been published by Pearson Education this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-10-14 with Business & Economics categories.

As the world of marketing goes digital, companies must integrate web analytics into their process to see evaluate how marketing campaigns perform and to improve website conversion. Adobe SiteCatalyst, the principal component of the Adobe Digital Marketing Suite (formerly Omniture), is the most advanced web analytics tool available on the market. The Adobe SiteCatalyst Handbook is your key to understanding how to use this powerful web analytics tool. Recognized SiteCatalyst expert Adam Greco walks you through the building blocks of the program and shows you real-world examples to help further your understanding of the product. For end-users of SiteCatalyst, the book provides how-to instructions for all major SiteCatalyst features. You will also learn how to apply SiteCatalyst to common web analytics challenges ranging from campaign tracking to shopping cart analysis to visitor engagement. It also includes useful tips on using on Adobe ReportBuilder and advanced features that will benefit seasoned SiteCatalyst users. In the end, you’ll be able to answer business questions that you never thought you could address and generate web analyses that should improve your website’s return on investment. You’ll learn how to: * Create web analytics reports and data exports * Design sophisticated web analytics dashboards * Effectively track online marketing campaigns * Analyze website shopping cart performance * Connect online and post-website data * Master website segmentation techniques * Use basic and advanced pathing analysis * Understand the inner workings of Adobe SiteCatalyst

Creating Value With Big Data Analytics

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Author : Peter C. Verhoef
language : en
Publisher: Routledge
Release Date : 2016-01-08

Creating Value With Big Data Analytics written by Peter C. Verhoef and has been published by Routledge this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-01-08 with Business & Economics categories.

Our newly digital world is generating an almost unimaginable amount of data about all of us. Such a vast amount of data is useless without plans and strategies that are designed to cope with its size and complexity, and which enable organisations to leverage the information to create value. This book is a refreshingly practical, yet theoretically sound roadmap to leveraging big data and analytics. Creating Value with Big Data Analytics provides a nuanced view of big data development, arguing that big data in itself is not a revolution but an evolution of the increasing availability of data that has been observed in recent times. Building on the authors’ extensive academic and practical knowledge, this book aims to provide managers and analysts with strategic directions and practical analytical solutions on how to create value from existing and new big data. By tying data and analytics to specific goals and processes for implementation, this is a much-needed book that will be essential reading for students and specialists of data analytics, marketing research, and customer relationship management.