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"Salesforce (Online service)"
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Salesforce.com for dummies
More than 150,000 businesses worldwide successfully manage their sales, marketing, and customer service and support functions with Salesforce.com.
The Salesforce CPQ Implementation Handbook
by
Ramanujan, Madhu
in
COMPUTERS / Business & Productivity Software / General
,
Financial quotations
,
Pricing
2022,2024
An end-to-end practical guide to implementing Salesforce CPQ solutions, shortening your sales cycle, and generating a higher ROIKey FeaturesMaximize sales by reducing turnaround time and providing a quick analysis of profits and lossesGet up to speed with Salesforce CPQ concepts, best practices, and tips when choosing the right CPQ implementation strategyImplement CPQ configurations and automations for B2B and B2C business scenariosBook DescriptionSalesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners. The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You'll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you'll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You'll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you'll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks.By the end of this Salesforce book, you'll be able to implement Salesforce CPQ for any business.What you will learnUnderstand Quote-2-Cash business processes and configure opportunities and quotesCreate custom CPQ actions and use custom filters for automating business needsDiscover how to configure products and product rulesUnderstand the CPQ pricing structure and methods, rules, multidimensional quoting, and quote automationExplore the CPQ data model and use the Salesforce Schema Builder to view and configure object relationshipsConfigure contracts, amendments, and renewals in SalesforceFocus on CPQ billing and its advantagesGain comprehensive insights into Industries CPQWho this book is forThis book is for Salesforce administrators, business analysts, functional consultants, sales managers, Salesforce architects, and those looking to gain Salesforce CPQ certification. Working knowledge of the Salesforce ecosystem is recommended to get the most out of this book.
Teach yourself visually Salesforce.com
Step-by-step screen shots show you how to tackle tasks for Salesforce.com. Each task-based spread covers a single technique, sure to help you get up and running on Salesforce.com in no time.
Learn Salesforce Lightning
by
Duarte, Felicia
,
Hoffman, Rachelle
in
Computer Applications
,
Computer Science
,
Customer relations
2017,2018
Refer to this invaluable how-to guide for basic training on Salesforce Lightning.Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming.
Salesforce Process Builder Quick Start Guide
Salesforce Management System is an information system used in CRM to automate business processes like sales and marketing. Process Builder is a visual tool created to automate business processes in Salesforce. It enables users with no coding expertise to build complex Salesforce workflows.
Ultimate Salesforce LWC Developers' Handbook
Embark on a transformative journey into the world of Salesforce Lightning Web Components (LWC) with this comprehensive guide. From laying the foundation to honing advanced skills in LWC debugging and testing, each chapter seamlessly builds upon the last, empowering developers to navigate the intricate world of Salesforce LWC development. The book begins by creating your first LWC and delving into the intricacies of Lightning Web Components. It explores the seamless integration of Salesforce Data and master event management with Events in LWC. Next, it moves on to navigate the relationship between LWC and Flows, unlocking the potential of Lightning Out for standalone applications. Readers will dive deep into the aesthetics with Salesforce Lightning Design System, enhancing their components with style. It will also help you safeguard your applications by understanding LWC Security measures and learn debugging and testing in the LWC environment. In the final chapters, immerse yourself in working with Aura components and seamlessly migrate them to LWCs, providing an insightful transition to advanced development techniques.
Salesforce Integration With External Systems Part 2
2023
Master Salesforce integration effortlessly to seamlessly connect Salesforce with external applications—no coding required. From setting up environments to real-time projects, gain practical expertise using user-friendly tools Key Features: Learn to implement seamless Salesforce integration with external systems with a code-free approach. Explore advanced concepts such as Auth Providers, Named Credentials, HTTP callouts, and OpenAPI 3. 0Integrate Salesforce with AHA app to connect Salesforce with external apps in real-life scenarios. course Description: Salesforce integration with external apps refers to the process of connecting Salesforce—a popular CRM platform—with external applications or systems to enable seamless data exchange, real-time communication, and coordinated workflows between Salesforce and external applications, crucial for organizations looking to enhance their business processes and provide a unified experience for users. The course offers a comprehensive Exploreation of connecting Salesforce with external applications, equipping us with essential skills for seamless integration without the need for coding. It covers crucial topics such as setting up Salesforce environments, using tools like Salesforce Inspector and Postman, and creating objects to store information. The course delves into advanced concepts including Auth Providers, Named Credentials, HTTP callouts using Flow, and OpenAPI 3. 0 to gain practical expertise through hands-on projects that simulate real-world scenarios, including integration with the AHA application. Upon completing the course, we will gain skills in seamlessly connecting Salesforce with external apps without coding. This course teaches us to optimize workflows and automate processes with real-time projects, to accomplish integration with the AHA app, and to become adept Salesforce administrators, developers, or consultants. What you will learn: Master connecting Salesforce and external systems seamlessly. Implement secure Auth Providers and Named Credentials. Initiate real-time HTTP callouts effortlessly using Salesforce FlowOptimize data flows with external services for streamlined integrationUnderstand and apply the fundamentals of OpenAPI 3. 0Apply skills practically by integrating Salesforce with the AHA application. Who this course is for: This course caters to Salesforce administrators, developers, and consultants seeking to elevate their skills in seamlessly connecting Salesforce with external applications. It is ideal for those who want to . Explore a code-free approach, optimize workflows, and automate processes within the Salesforce environment. Whether an experienced Salesforce professional or looking into new features, this course offers insights and expertise for effective Salesforce integration. Basic familiarity with Salesforce functionality and concepts is recommended for optimal engagement with the course content.
Streaming Video
ChatGPT for Salesforce development
Unlock the full potential of Salesforce development with ChatGPT by learning how to write Apex triggers, batch Apex, test classes, validation rules, and flows using ChatGPT. About This Video: Learn to write efficient code with high test coverage and fewer errors. Get practical knowledge of how to use ChatGPT and its application in the Salesforce platform. Gain proficiency in Salesforce development while enhancing your problem-solving skills. In Detail: Looking to boost your productivity as a Salesforce admin or developer? Look no further than the ChatGPT chatbot for Salesforce admin and developers course. In this course, you will learn how to use ChatGPT chatbot technology to write Apex triggers, batch Apex, test classes, validation rules, and flows. Our experienced instructors will guide you through the process of building and deploying chatbots using ChatGPT, so you can take your skills to the next level and start building the chatbots of the future. By the end of this course, you will be able to confidently use the ChatGPT chatbot to write Apex Triggers, Batch Apex, test classes, validation rules, and flows. You will also be equipped with the knowledge and skills to use ChatGPT to write blogs and in your day-to-day office work. With this course, you will gain expertise in integrating GPT-3 into your chatbot projects and fine-tuning it to suit the specific needs of your chatbot, while providing users with a seamless and natural conversation experience.
Streaming Video
Learning einstein analytics
by
Chitalkar, Santosh Tukaram
in
Application Development
,
COMPUTERS / Networking / General
,
Dashboards (Management information systems)
2018,2024
Salesforce Einstein analytics aka Wave Analytics is a cloud-based platform which connects data from the multiple sources and explores it to uncover insights. It empowers sales reps, marketers, and analysts with the insights to make customer interactions smarter, without building mathematical models. You will learn to create app, lenses, dashboards and share dashboards with other users. This book starts off with explaining you fundamental concepts like lenses, step, measures and sets you up with Einstein Analytics platform. We then move on to creating an app and here you will learn to create datasets, dashboards and different ways to import data into Analytics. Moving on we look at Einstein for sales, services, and marketing individually. Here you will learn to manage your pipeline, understand important business drivers and visualize trends. You will also learn features related to data monitoring tools and embedding dashboards with lightning, visualforce page and mobile devices. Further, you will learn advanced features pertaining to recent advancements in Einstein which include machine learning constructs and getting predictions for events. By the end of this book, you will become proficient in the Einstein analytics, getting insights faster and understanding your customer in a better way.