Salesforce Service Cloud For Dummies


Author: Jon Paz,T. J. Kelley
Publisher: John Wiley & Sons
ISBN: 1119010691
Category: Business & Economics
Page: 384
View: 8521

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Learn how to provide top-grade customer service anywhere, anytime with Salesforce Service Cloud Salesforce Service Cloud empowers your service organization to interact with customers through any channel and provide an individualized experience that will be worth sharing—for your customers and for your company. Salesforce Service Cloud For Dummies is one the first books to focus specifically on Salesforce Service Cloud software. With it, you'll discover how to set up a sophisticated support center for your business in a matter of a few hours. Whether you're a service executive, manager, support agent, or system administrator, you will discover how to maximize usage of Service Cloud through best practices and step-by-step guidelines. This book will help your customer service departments gain a holistic view of the customers they serve, and provide your customers with meaningful, efficient interactions. Examines how to enable your agents to provide efficient service Discusses how to interact with customers through any channel Offers insights on improving internal communication and collaboration Shows how to resolve customer's questions in a timely manner Take advantage of this opportunity to be heard above your competition with the help of Salesforce Service Cloud For Dummies.

Salesforce Marketing Cloud For Dummies


Author: Wiley,Chester Bullock,Mark Pollard
Publisher: John Wiley & Sons
ISBN: 1119122090
Category: Business & Economics
Page: 360
View: 9724

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Salesforce Marketing Cloud For Dummies will help you make the most of your investment in this exciting digital marketing suite of products. Use Salesforce Marketing Cloud to personalize your customers' journey, whether they are visiting you on the web, via their mobile device, or on Facebook. Discover how you can set-up and establish the data sets that are most important to your job function, use the robust e-mail tool for your direct marketing campaign, engage your customers on mobile devices, and use predictive intelligence to achieve optimal engagement across the customer journey.

Salesforce.com For Dummies


Author: Tom Wong,Liz Kao,Matt Kaufman
Publisher: John Wiley & Sons
ISBN: 1118825845
Category: Computers
Page: 432
View: 5415

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Your fun and easy introduction to Salesforce.com and its latest tools The frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs Written by Salesforce.com insiders with years of expertise in CRM services Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.

Salesforce.com's Service Cloud for Dummies


Author: Tom Wong,Liz Kao
Publisher: N.A
ISBN: 9780470589076
Category: Cloud computing
Page: 155
View: 4621

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"This book explains how salesforce.com can help you better manage your customer experience and your service team. The secret of salesforce.com's Service Cloud is its integrated relationship with your company's entire Web presence."--P. [4] of cover.

Salesforce.com Secrets of Success

Best Practices for Growth and Profitability
Author: David Taber
Publisher: Pearson Education
ISBN: 013351739X
Category: Computers
Page: 578
View: 8016

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A guide to every aspect of Salesforce.com covers such topics as using the service cloud, promoting collaboration through Chatter, and establishing metrics for social CRM performance.

Learning Einstein Analytics

Unlock critical insights with Salesforce Einstein Analytics
Author: santosh chitalkar
Publisher: Packt Publishing Ltd
ISBN: 1788478185
Category: Computers
Page: 242
View: 9181

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Learn to confidently setup and create app, lenses, dashboards using Salesforce Einstein Analytics. Key Features Explore Einstein analytics on desktop as well as mobile platforms Turn data into smarter sales with Einstein Analytics for Sales Visualize your data with preloaded as well as customized dashboards Book Description 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. What you will learn - Create app, lenses, and dashboards using Einstein. - Visualize data utilizing all the widgets available with Einstein. - Understand Einstein for Sales, Service, and Marketing separately. - Use Data monitoring tools to monitor data flow and system jobs. - Abstract machine learning constructs and make predictions on events Who this book is for This book is for data scientists, business users, developers who want to explore business data using the Salesforce Einstein Analytics. Knowledge of the Salesforce platform is required.

CRM For Dummies


Author: Lars Helgeson
Publisher: John Wiley & Sons
ISBN: 1119368987
Category: Business & Economics
Page: 360
View: 1912

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Save time, save money, and grow your business with more effective CRM CRM For Dummies is the small business leader's guide to managing customer interactions. Customer relationship management is a critical part of any business, and it encompasses everything from business strategy and HR to sales, marketing, events, and more. Solutions exist for businesses of any size, but how do you know which one is right for you? What features do you need? Do you have the people and processes in place to get the most out of whichever one you choose? This book is designed to help business leaders better understand effective CRM and identify the right solution for their business—but it's about much more than software; effective CRM requires appropriate team structures, intradepartmental collaboration, and process efficiency. Packed with tactics and strategies that will save your company thousands of dollars and man-hours, these chapters answer the most pressing questions that will make the biggest impact on your sales. Building relationships with current and future customers is the critical point of business. This book helps you bring sales, marketing, and operations together to work toward that common goal, and shows you the tools and techniques that make your efforts more effective. Define your market segments, buyer personas, and voice Build an effective internal structure, and choose the right CRM solution Optimize leads and conduct effective email marketing Streamline processes, automate where possible, and employ analytics Your customers are the lifeblood of your company; you need to reach them, engage them, and retain them—without wasting precious time or money. CRM For Dummies gets you up to speed on the latest, most effective CRM tools and techniques to help your business succeed.

Teach Yourself VISUALLY Salesforce.com


Author: Justin Davis,Kristine Curington
Publisher: John Wiley & Sons
ISBN: 1119047668
Category: Computers
Page: 352
View: 3881

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The highly visual, step-by-step guide to getting the most out of Salesforce.com Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of Salesforce.com. You'll be walked through each step of the entire process, from choosing the right edition and customizing your service to capturing leads, inputting contacts, tracking correspondence, reviewing reports, and more. This updated edition covers the newest features and tools that make your business run more smoothly, so you can get up and running quickly. This book is your ultimate guide to optimizing Salesforce.com capabilities, helping you leverage your data into added value for your business. Choose the right Salesforce.com edition to suit your needs Master the latest and most helpful features Personalize your system for a tailor-made CRM solution Manage accounts, develop contacts, track inventory, and more

Learn Salesforce Lightning

The Visual Guide to the Lightning UI
Author: Felicia Duarte,Rachelle Hoffman
Publisher: Apress
ISBN: 1484229940
Category: Computers
Page: 373
View: 8768

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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. Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include: Sales and service management Lightning Apps on the AppExchange Lightning dashboards and reports Lightning security Lightning Process Builder and more What You’ll Learn Navigate the Salesforce Lightning interface Know where to go in the setup area to make customizations Create dynamic reports and dashboards View Lightning on a mobile device Train other users on common day-to-day activities within Lightning Who This Book Is for Salespeople, managers, and executives who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

Marketing Automation For Dummies


Author: Mathew Sweezey
Publisher: John Wiley & Sons
ISBN: 1118772229
Category: Business & Economics
Page: 312
View: 491

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Offers guidance for using marketing automation technology to define, schedule, segment, and track marketing campaigns, beginning with what marketing automation is and how to get started with the right solution.

Learning Apex Programming


Author: Matt Kaufman,Michael Wicherski
Publisher: Packt Publishing Ltd
ISBN: 1782173986
Category: Computers
Page: 302
View: 9015

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If you are a developer who has some object-oriented programming experience, Learning Apex Programming is the perfect book for you. This book is most appropriate for developers who wish to gain an understanding of the Force.com platform and how to use Apex to create business applications.

Salesforce CRM

The Definitive Admin Handbook
Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1782170537
Category: Computers
Page: 426
View: 5923

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A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease.This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and by the end of the book, you should be ready to administer Salesforce CRM in a real-world environment.

Hybrid Cloud For Dummies


Author: Judith Hurwitz,Marcia Kaufman,Fern Halper,Daniel Kirsch
Publisher: John Wiley & Sons
ISBN: 1118235002
Category: Computers
Page: 360
View: 2587

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Choose the right combination of public, private, and data center resources to empower your business Hybrid clouds are transforming the way that organizations do business. This handy guide helps you find out what this new cloud deployment model is all about. You'll get down- to-earth information about cloud technology, questions to consider, and how to plan and deliver your move to a hybrid environment. Constructing the cloud — learn the basic concepts of the hybrid cloud from both a technical and business perspective Delivering cloud services — dive deeper into the actual foundational elements of the hybrid cloud Identifying business value — determine your hybrid cloud needs based on your business objectives Unified hybrid environments — find out what it means to create a computing environment that brings elements of the data center together with public and private cloud services Making it work — examine the steps you need to take to make this new architectural approach work — including security, governance, data, integration, monitoring, and more Get your ticket to the cloud — tips on how to talk to cloud providers and plan for the service you choose Open the book and find: Different cloud deployment models and what differentiates a hybrid cloud from other cloud models The impact of the hybrid cloud on cloud delivery models Why service orientation matters in a hybrid cloud Ways to develop and deploy applications in a hybrid world Guidance in finding the right hybrid cloud service providers Security and governance in a hybrid model The role of workload optimization in hybrid environments Learn to: Recognize the benefits and challenges of a hybrid cloud Efficiently deliver and manage cloud services Understand the impact of emerging cloud standards Protect customer data with sound security practices

Salesforce Handbook


Author: Wes Nolte,Jeff Douglas
Publisher: Lulu.com
ISBN: 1446108538
Category: Computers
Page: 360
View: 5339

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This book is not intended to be a deep-dive on security, programming, reporting, configuration, etc. but more of a high-level overview on salesforce.com, Force.com development, tools, methodology and other resources. We will not cover all aspects of salesforce.com. We wrote this book to (hopefully) become an invaluable resource for anyone new or inexperienced with the Force.com platform. For new administrators and developers coming on to the platform, we see a gaping hole in existing reference books. This book is not intended for end users or advanced developers. This book is for people somewhere in the middle; let's say a business analyst or a new Java or .NET developer. We would like this to be the first book you pick up after your boss walks in and says, "Let's take a look at salesforce.com and see if we can build some applications in the cloud."This book contains the information that we wish we had when we started developing applications on Force.com.

Cloud Computing For Dummies


Author: Judith Hurwitz,Robin Bloor,Marcia Kaufman,Fern Halper
Publisher: John Wiley & Sons
ISBN: 0470484705
Category: Computers
Page: 336
View: 2186

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The easy way to understand and implement cloud computing technology written by a team of experts Cloud computing can be difficult to understand at first, but the cost-saving possibilities are great and many companies are getting on board. If you've been put in charge of implementing cloud computing, this straightforward, plain-English guide clears up the confusion and helps you get your plan in place. You'll learn how cloud computing enables you to run a more green IT infrastructure, and access technology-enabled services from the Internet ("in the cloud") without having to understand, manage, or invest in the technology infrastructure that supports them. You'll also find out what you need to consider when implementing a plan, how to handle security issues, and more. Cloud computing is a way for businesses to take advantage of storage and virtual services through the Internet, saving money on infrastructure and support This book provides a clear definition of cloud computing from the utility computing standpoint and also addresses security concerns Offers practical guidance on delivering and managing cloud computing services effectively and efficiently Presents a proactive and pragmatic approach to implementing cloud computing in any organization Helps IT managers and staff understand the benefits and challenges of cloud computing, how to select a service, and what's involved in getting it up and running Highly experienced author team consults and gives presentations on emerging technologies Cloud Computing For Dummies gets straight to the point, providing the practical information you need to know.

Salesforce Reporting and Dashboards


Author: Johan Yu
Publisher: Packt Publishing Ltd
ISBN: 178439520X
Category: Computers
Page: 306
View: 3764

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This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.

NetSuite For Dummies


Author: Julie Kelly,Luke Braud,Malin Huffman
Publisher: John Wiley & Sons
ISBN: 9780470901533
Category: Computers
Page: 480
View: 2730

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NetSuite is an easy-to-use, customizable enterprise software for running your business. Part I explains NetSuite basics everyone should know. Part II focuses on tracking money (accounting, AR, AP, and managing inventory). Parts III, IV, and V explain how to sell and market your products, take care of customers, and sell goods online with NetSuite. Part VI describes how to gauge your progress using dashboards and analytics. Bonus chapters provide information about scripting, customization, and setting up your Web site (see the Downloads tab). Table of contents: Part 1: NetSuite Basics Part II: Using NetSuite's Various Components Part III: How to use NetSuite for your specific business Part IV: Configuring NetSuite Part V: Getting organized with NetSuite. Bringing it all together Part VI: Advanced stuff Part VII: The Part of Tens

Practical Salesforce.com Development Without Code

Customizing Salesforce on the Force.com Platform
Author: Philip Weinmeister
Publisher: Apress
ISBN: 1484200977
Category: Computers
Page: 324
View: 3329

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Are you facing a challenging Salesforce.com problem--say, relating to automation, configuration, formulation, or reporting--that you can't quite crack? Or maybe you are hoping to infuse some creativity into your solution design strategy to solve problems faster or make solutions more efficient? Practical Salesforce.com Development Without Code shows you how to unlock the power of the Force.com platform to solve real business problems--and all without writing a line of code. Adhering to Salesforce.com's "clicks, not code" mantra, Salesforce.com expert Phil Weinmeister walks you through different business problems and identifies effective, creative--and proven--approaches to solutions using the platform's declarative framework. If you are a Salesforce.com administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions--and now. By adopting Practical Salesforce.com Development Without Code as your guide, you will learn how to deliver business solutions within Salesforce.com by combining analysis, creativity, and logic with some of its core elements, including validation rules, workflow rules, and formula fields. In addition, Weinmeister dissects and explains the most useful functions and features for developers, and shows you how to use them. Among other things, you will learn how to: Build objects, fields, and relationships to establish a sensible data model Automate business processes by using workflow rules and flows (Visual Workflow) Utilize functions and develop formulas effectively for a variety of business needs Develop intricate approval processes to handle exception scenarios Employ publisher actions to drive additional functionality from the Chatter feed Manage your data using Data Loader Best of all, Weinmeister uses real-life business scenarios and visuals to keep you engaged and learning something new with every page you read. Practical Salesforce.com Development Without Code will help you absorb the principles behind dozens of creative and thoughtful ways to solve your business problems. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are well satisfied and productive.

Salesforce Essentials for Administrators


Author: Mohith Shrivastava
Publisher: Packt Publishing Ltd
ISBN: 1784393061
Category: Computers
Page: 158
View: 6430

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This book is targeted at expert administrators or professionals who are new to Salesforce and want to learn the various features supported by the platform in a short space of time. The book can also be used by professionals preparing for Developer and Administrator certification exams from Salesforce.

Enterprise Integration Patterns

Designing, Building, and Deploying Messaging Solutions
Author: Gregor Hohpe,Bobby Woolf
Publisher: Addison-Wesley
ISBN: 0133065103
Category: Computers
Page: 735
View: 9493

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Enterprise Integration Patterns provides an invaluable catalog of sixty-five patterns, with real-world solutions that demonstrate the formidable of messaging and help you to design effective messaging solutions for your enterprise. The authors also include examples covering a variety of different integration technologies, such as JMS, MSMQ, TIBCO ActiveEnterprise, Microsoft BizTalk, SOAP, and XSL. A case study describing a bond trading system illustrates the patterns in practice, and the book offers a look at emerging standards, as well as insights into what the future of enterprise integration might hold. This book provides a consistent vocabulary and visual notation framework to describe large-scale integration solutions across many technologies. It also explores in detail the advantages and limitations of asynchronous messaging architectures. The authors present practical advice on designing code that connects an application to a messaging system, and provide extensive information to help you determine when to send a message, how to route it to the proper destination, and how to monitor the health of a messaging system. If you want to know how to manage, monitor, and maintain a messaging system once it is in use, get this book.