Salesforce Reporting and Dashboards

Author: Johan Yu

Publisher: Packt Publishing Ltd

ISBN: 178439520X

Category: Computers

Page: 306

View: 4812

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.

Introduction to Salesforce Analytics - Building Reports and Dashboards

Class Slides and Workbook for SPRD-101

Author: Steve Wasula

Publisher: Createspace Independent Pub

ISBN: 9781478341123

Category: Computers

Page: 92

View: 6353

This book is designed to accompany the Introduction to Salesforce Analytics - Building Reports and Dashboards class offered by Stony Point. A person reading this book or a student in this class will to build reports and dashboards utilizing basic and advanced concepts . Although the book is designed as a supplement to the class, it contains valuable exercises that will be useful for someone wishing to learn on their own. This online, five hour class is delivered by a live instructor and is specifically designed to teach administrators, business analysts or report writers how to utilize the basic and advanced analytic capabilities of Salesforce. A student in this class or reading this workbook will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix and join reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards. Each student will be given a practice learning environment to participate in hands-on exercises during the class. The student will be able to use that learning environment indefinitely after the class without any additional fee. Stony Point is a leading provider of Salesforce training for sales people, customer service personnel, marketers, system administrators, developers and consultants. Stony Point delivers public and private classes virtually and in-person at locations throughout the world. Please visit www.stonyp.com for more information on the classes and services offered.

Salesforce Lightning Reporting and Dashboards

Author: Johan Yu

Publisher: Packt Publishing Ltd

ISBN: 1788296737

Category: Computers

Page: 402

View: 4030

Learn how to build advanced reports and dashboards in Salesforce Lightning experience About This Book Visualize and create advanced reports and dashboards using Lightning Experience Improve overall business efficiency with advanced and effective reports and dashboards Understand and create custom reports and dashboards Who This Book Is For This book is targeted at Salesforce.com administrators, business analysts, and managers who use Salesforce.com for their daily job and want to learn in depth about Salesforce Reporting and Dashboard in Lightning Experience. Readers should have a basic knowledge of Salesforce, such as: Accounts, Contacts, Leads, Opportunities and custom objects. What You Will Learn Navigate in Salesforce.com within the Lightning Experience user interface Secure and share your reports and dashboards with other users Create, manage, and maintain reports using Report Builder Learn how the report type can affect the report generated Explore the report and dashboard folder and the sharing model Create reports with multiple formats and custom report types Explore various dashboard features in Lightning Experience Use Salesforce1, including accessing reports and dashboards In Detail Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app. Style and approach This comprehensive guide covers the advanced features of the all new Salesforce Lightning concepts and communicates them through a practical approach to explore the underlying concepts of how, when, and why to use them.

Learn Salesforce Lightning

The Visual Guide to the Lightning UI

Author: Felicia Duarte,Rachelle Hoffman

Publisher: Apress

ISBN: 1484229940

Category: Computers

Page: 373

View: 6728

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.

Salesforce CRM - The Definitive Admin Handbook

Author: Paul Goodey

Publisher: Packt Publishing Ltd

ISBN: 1786464527

Category: Computers

Page: 644

View: 8225

Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques About This Book See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRM This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features Step-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application Identify what is covered to create your own improved study guide for the certified administrator examination Who This Book Is For 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 new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM. What You Will Learn Manage and administer user records and password policies Configure and control the various organization-wide user interface features in Salesforce CRM Set up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanisms Apply organization security Understand the capabilities of the Salesforce CRM sharing model Create, delete, and customize fields, page layout, and list views for custom and standard objects Find out how Apex and Visualforce coding can be used in Salesforce CRM Implement the mechanisms for data management Discover the tools to import, update, transfer, and mass delete data In Detail Salesforce CRM's Winter '17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination. Style and approach This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.

Digitales Marketing für Dummies

Author: Ryan Deiss,Russ Henneberry

Publisher: John Wiley & Sons

ISBN: 3527812466

Category: Business & Economics

Page: 360

View: 9641

Als Unternehmen kommt man kaum noch um digitales Marketing herum. Jedoch fehlt es vielen Marketingabteilungen an Know-how. Da kommen neue Herausforderungen auf die Kollegen zu: Auf welchen Social-Media-Plattformen sollte mein Unternehmen aktiv sein? Wie komme ich an Fans, Follower und Likes? Wie gestalte ich die Webseite und generiere Traffic? »Digitales Marketing für Dummies« beantwortet all diese Fragen. Außerdem stellen die Autoren verschiedene Analysetools vor, mit denen man seine Werbekampagnen prüfen und optimieren kann. So gerüstet, präsentieren Sie Ihr Unternehmen schon bald optimal im Web.

Salesforce.com For Dummies

Author: Tom Wong,Liz Kao,Matt Kaufman

Publisher: John Wiley & Sons

ISBN: 1118825845

Category: Computers

Page: 432

View: 7338

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 Essentials for Administrators

Author: Mohith Shrivastava

Publisher: Packt Publishing Ltd

ISBN: 1784393061

Category: Computers

Page: 158

View: 8297

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.

Salesforce.com Secrets of Success

Best Practices for Growth and Profitability

Author: David Taber

Publisher: Prentice Hall

ISBN: 0133511103

Category: Computers

Page: 624

View: 5005

New Tools and Best Practices for Driving More Sales and Profits with Salesforce.com From Chatter to the Service Cloud, Salesforce.com now offers unprecedented opportunities to supercharge business performance. But most SFDC customers won't achieve that potential. Salesforce.com® Secrets of Success, Second Edition, is the one guide that will help you transform these opportunities into profit. Drawing on his personal experience with more than a hundred deployments, David Taber guides you through every aspect of Salesforce.com planning, implementation, and management. Building on a first edition that earned rave reviews, Taber focuses on the most valuable innovations in Salesforce.com’s most recent releases. Reflecting all that’s been learned about making Salesforce.com work, Taber offers results-focused best practices for sales, marketing, customer service, finance, legal, IT, and beyond. You’ll find indispensable new insights into accelerating user adoption, achieving stronger operational results, and overcoming today’s key obstacles to maximizing the value of Salesforce.com. New coverage in this revised edition includes Using the Service Cloud to cut costs, accelerate time to revenue, improve agility, and maximize customer lifetime value Leveraging tablets and smartphones to build your CRM strategy Identifying prospects and delighting customers through Salesforce.com’s Social CRM capabilities Promoting more effective internal and external collaboration with Chatter Identifying best practices for going “all Cloud”—and managing the attendant risks Establishing realistic “hard” and “soft” metrics for everything from productivity and profitability to social CRM performance Discovering today’s most valuable third-party AppExchange products Together with its companion website (SFDC-secrets.com), this new edition offers updated questionnaires, worksheets, templates, checklists, and other resources for every executive, team member, developer, and stakeholder.

Land der Dornen

Roman ; [Australien-Saga]

Author: Colleen McCullough

Publisher: N.A

ISBN: 9783442366293

Category:

Page: 574

View: 8599

Teach Yourself VISUALLY Salesforce.com

Author: Justin Davis,Richard Wentk

Publisher: John Wiley & Sons

ISBN: 1119047692

Category: Computers

Page: 352

View: 2409

An ideal way for visual learners to get up to speed with salesforce.com Salesforce.com is the global leader in on-demand customer relationship management (CRM) and helps companies all over the world manage their sales, marketing, and customer service and support operations. Packed with full-color screen shots and numbered, step-by-step instructions, this guide shows you everything you need to know to get the most out of Salesforce.com. You'll discover how to organize contacts, log activities with contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projections based on past performance, and more. Explains the latest and most helpful features of the world's most popular customer relationship management (CRM) software - Salesforce.com Covers the latest enhancements to Salesforce.com and explains how to choose the right edition of Salesforce.com to suit your business needs Walks you through personalizing your system, managing accounts and activities, developing contacts, tracking products, and more Teach Yourself VISUALLY Salesforce.com is the book visual learners need to get the most from this go-to solution for CRM needs!

Einstein

Basics

Author: Ernst Peter Fischer

Publisher: N.A

ISBN: 9783492273329

Category:

Page: 137

View: 6869

Salesforce Lightning Cookbook

Build modern enterprise apps using the new Lightning Design System, App Builder, and Components

Author: Syed Chand Shah

Publisher: Packt Publishing Ltd

ISBN: 1789535743

Category: Computers

Page: 138

View: 1396

Over 25 recipes to help you design and test informative applications on the Salesforce Lightning platform Key Features Learn Salesforce Lightning concepts from scratch. Build scalable enterprise apps with Salesforce design guidelines and the CSS framework Use Visualforce to build custom user interfaces for mobile and web apps Book Description The new Lightning Experience combines three major components—Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. If you wish to meet the challenges that Lightning throws at you head-on, then look no further because this practical book will be your faithful companion and ensure that you make best use of the Lightning platform. The book starts by walking you through the three major Lightning Components and helps you enable and configure a Lightning solution. You will explore the art of working with standard components and build a basic layout for the application. Then, you will add more advanced components using the Lightning Framework. Finally, you will also build and migrate reports and dashboards to make your app look more professional. Towards the end of the book, you’ll make use of Design System to work with Salesforce data and lay out the entire page with the components that you’ve built, before integrating Visualforce in your application. What you will learn Enable and configure a Lightning solution Create standard Lightning solutions and build a basic page layout Add custom components to your Lightning pages Build and migrate reports and dashboards Integrate Lightning pages with Visualforce to enhance performance Add stunning custom designs and styling with Lightning Design System Who this book is for This book is ideal for Salesforce developers, admins, sales consultants, and sales managers who are comfortable with using Lightning features to build basic apps. Experience with JavaScript, CSS, and HTML would be an advantage but not compulsory.

Learning Einstein Analytics

Unlock critical insights with Salesforce Einstein Analytics

Author: santosh chitalkar

Publisher: Packt Publishing Ltd

ISBN: 1788478185

Category: Computers

Page: 242

View: 4938

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.

Guide to the Project Management Body of Knowledge (PMBOK(R) Guide-Sixth Edition / Agile Practice Guide Bundle (GERMAN)

Author: Project Management Institute

Publisher: Project Management Institute

ISBN: 1628255307

Category: Business & Economics

Page: 976

View: 5978

To support the broadening spectrum of project delivery approaches, PMI is offering A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Sixth Edition as a bundle with its latest, the Agile Practice Guide. The PMBOK® Guide – Sixth Edition now contains detailed information about agile; while the Agile Practice Guide, created in partnership with Agile Alliance®, serves as a bridge to connect waterfall and agile. Together they are a powerful tool for project managers. The PMBOK® Guide – Sixth Edition – PMI's flagship publication has been updated to reflect the latest good practices in project management. New to the Sixth Edition, each knowledge area will contain a section entitled Approaches for Agile, Iterative and Adaptive Environments, describing how these practices integrate in project settings. It will also contain more emphasis on strategic and business knowledge—including discussion of project management business documents—and information on the PMI Talent Triangle™ and the essential skills for success in today's market. Agile Practice Guide has been developed as a resource to understand, evaluate, and use agile and hybrid agile approaches. This practice guide provides guidance on when, where, and how to apply agile approaches and provides practical tools for practitioners and organizations wanting to increase agility. This practice guide is aligned with other PMI standards, including A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Sixth Edition, and was developed as the result of collaboration between the Project Management Institute and the Agile Alliance.

Salesforce CRM

The Definitive Admin Handbook

Author: Paul Goodey

Publisher: Packt Publishing Ltd

ISBN: 1782170537

Category: Computers

Page: 426

View: 4097

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.

New Business Order

Wie Start-ups Wirtschaft und Gesellschaft verändern

Author: Christoph Giesa,Lena Schiller Clausen

Publisher: Carl Hanser Verlag GmbH Co KG

ISBN: 3446438904

Category: Political Science

Page: 316

View: 7752

Kleine Start-ups haben angefangen, etablierte Unternehmen aufzumischen: durch neue Produkte, Ideen, Prozesse und eine Kultur der Offenheit. Sie sind nah am Kunden, einfallsreich und geben nicht auf. Sie erobern neue Märkte und nutzen die Chancen, die die Großen verschlafen. Und sie stellen die richtigen Fragen: Wir brauchen Finanzdienstleistungen – aber brauchen wir Banken? Wir brauchen Energie – aber brauchen wir die großen Energiekonzerne? Ihre Antwort sind neue Geschäftsmodelle, von denen wir alle profitieren können. Dieses Buch zeigt, wie man die Veränderungen der neuen Arbeitswelt zu Chancen macht – und diese nutzt.

Mastering Salesforce CRM Administration

Author: Rakesh Gupta

Publisher: Packt Publishing Ltd

ISBN: 1786460769

Category: Computers

Page: 412

View: 5567

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 Platform App Builder Certification Handbook

Author: Siddhesh Kabe

Publisher: Packt Publishing Ltd

ISBN: 1785280775

Category: Computers

Page: 312

View: 6644

A handy guide that covers the most essential topics for Salesforce Platform App Builder Certification in an easy-to-understand format About This Book Get to grips with the fundamentals of Force.com to pass the certification exam with flying colors Create Force.com applications, automate business processes, and manage data operations to be a successful Salesforce.com Certified Force.com app builder A step-by-step guide that covers the most essential topics for the Platform App Builder Certification in an easy-to-understand format Who This Book Is For Salesforce beginners who need to prepare for the Salesforce Platform App Builder Certification exam will benefit from this book. This book is ideal for developers and admins who are new to Salesforce CRM and the Force.com platform. It is recommended that users have some basic programming knowledge and are familiar with salesforce. By the end of the book, you will be ready to appear for the exam and develop various applications on the cloud platform. What You Will Learn Learn the basics of the force.com cloud platform Learn to build objects that align with your business Understand the process of building an application on force.com platform Kick-start your certification journey in basic- easy-to-follow guide Focus on important topics that help you accomplish your certification goals Learn to secure your application with the Salesforce security model Manipulate and process large amount of data using the data tools Prepare for the exam with sample mock questions In Detail The Salesforce Certified Platform App Builder exam is for individuals who want to demonstrate their skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of Force.com. This book will build a strong foundation in Force.com to prepare you for the platform app builder certification exam. It will guide you through designing the interface while introducing the Lightning Process Builder. Next, we will implement business logic using various point and click features of Force.com. We will learn to manage data and create reports and dashboards. We will then learn to administer the force.com application by configuring the object-level, field-level, and record-level security. By the end of this book, you will be completely equipped to take the Platform App Builder certification exam. Style and approach Simple and to-the-point examples that can be tried out in your developer org. A practical book for professionals who want to take the Salesforce Platform App Builder Certification exam. Sample questions for every topic in an exam pattern to help you prepare better, and tips to get things started. Full of screen-shots, diagrams, and clear step-by-step instructions that cover the entire syllabus for the exam.

Bird Box - Schließe deine Augen

Roman

Author: Josh Malerman

Publisher: Blanvalet Taschenbuch Verlag

ISBN: 3641237742

Category: Fiction

Page: 320

View: 1775

Der Roman zum Netflix-Film mit Sandra Bullock in der Hauptrolle! Öffne deinen Augen, und du bist tot! Dieses Mantra hat Malorie ihren beiden Kindern von Geburt an eingeimpft. Sie verlassen das Haus so selten wie möglich und wenn doch, dann nur mit verbundenen Augen. Denn irgendetwas ist dort draußen, dessen Anblick jeden in den Wahnsinn treibt. Da klingelt das Telefon, und der unbekannte Anrufer bietet ihr einen sicheren Ort, nur ein paar Meilen den Fluss hinab. Kein weiter Weg, wenn man ihn sehen kann. Doch mit verbundenen Augen unmöglich. Dennoch steigt Malorie mit den Kindern in ein kleines Boot, der Hoffnung entgegen – oder dem Tod! Dieser Roman ist auch bereits unter dem Titel »Der Fluss« beim Blanvalet Verlag erschienen.