Architecting AI Solutions on Salesforce PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download Architecting AI Solutions on Salesforce PDF full book. Access full book title Architecting AI Solutions on Salesforce by Lars Malmqvist. Download full books in PDF and EPUB format.
Author: Lars Malmqvist
Publisher: Packt Publishing Ltd
ISBN: 1801072299
Category : Computers
Languages : en
Pages : 341
Get Book Here
Book Description
Use AI solutions in Salesforce to design complete enterprise solutions for sales, service, marketing, and commerce clouds and drive digital innovation in your organization Key Features Learn how to use Salesforce's AI features and capabilities to meet ever-evolving client needs Get expert advice on key architectural decisions and trade-offs when designing AI-driven Salesforce solutions Integrate third-party AI services into applications that modernize your solutions Book Description Written for Salesforce architects who want quickly implementable AI solutions for their business challenges, Architecting AI Solutions on Salesforce is a shortcut to understanding Salesforce Einstein's full capabilities – and using them. To illustrate the full technical benefits of Salesforce's own AI solutions and components, this book will take you through a case study of a fictional company beginning to adopt AI in its Salesforce ecosystem. As you progress, you'll learn how to configure and extend the out-of-the-box features on various Salesforce clouds, their pros, cons, and limitations. You'll also discover how to extend these features using on- and off-platform choices and how to make the best architectural choices when designing custom solutions. Later, you'll advance to integrating third-party AI services such as the Google Translation API, Microsoft Cognitive Services, and Amazon SageMaker on top of your existing solutions. This isn't a beginners' Salesforce book, but a comprehensive overview with practical examples that will also take you through key architectural decisions and trade-offs that may impact the design choices you make. By the end of this book, you'll be able to use Salesforce to design powerful tailor-made solutions for your customers with confidence. What you will learn Explore the Salesforce's AI components and the architectural model for Salesforce Einstein Extend the out-of-the-box features using Einstein Services on major Salesforce clouds Use Einstein declarative features to create your custom solutions with the right approach Design AI solutions on marketing, commerce, and industry clouds Use Salesforce Einstein Platform Services APIs to create custom AI solutions Integrate third-party AI services such as Microsoft Cognitive Services and Amazon SageMaker into Salesforce Who this book is for This book is for technical and functional architects, technical decision-makers working on the Salesforce ecosystem, as well as anyone responsible for designing AI solutions in their Salesforce ecosystem. Lead and senior Salesforce developers who want to start their Salesforce architecture journey will also find this book helpful. Working knowledge of the Salesforce platform is necessary to get the most out of this book.
Author: Lars Malmqvist
Publisher: Packt Publishing Ltd
ISBN: 1801072299
Category : Computers
Languages : en
Pages : 341
Get Book Here
Book Description
Use AI solutions in Salesforce to design complete enterprise solutions for sales, service, marketing, and commerce clouds and drive digital innovation in your organization Key Features Learn how to use Salesforce's AI features and capabilities to meet ever-evolving client needs Get expert advice on key architectural decisions and trade-offs when designing AI-driven Salesforce solutions Integrate third-party AI services into applications that modernize your solutions Book Description Written for Salesforce architects who want quickly implementable AI solutions for their business challenges, Architecting AI Solutions on Salesforce is a shortcut to understanding Salesforce Einstein's full capabilities – and using them. To illustrate the full technical benefits of Salesforce's own AI solutions and components, this book will take you through a case study of a fictional company beginning to adopt AI in its Salesforce ecosystem. As you progress, you'll learn how to configure and extend the out-of-the-box features on various Salesforce clouds, their pros, cons, and limitations. You'll also discover how to extend these features using on- and off-platform choices and how to make the best architectural choices when designing custom solutions. Later, you'll advance to integrating third-party AI services such as the Google Translation API, Microsoft Cognitive Services, and Amazon SageMaker on top of your existing solutions. This isn't a beginners' Salesforce book, but a comprehensive overview with practical examples that will also take you through key architectural decisions and trade-offs that may impact the design choices you make. By the end of this book, you'll be able to use Salesforce to design powerful tailor-made solutions for your customers with confidence. What you will learn Explore the Salesforce's AI components and the architectural model for Salesforce Einstein Extend the out-of-the-box features using Einstein Services on major Salesforce clouds Use Einstein declarative features to create your custom solutions with the right approach Design AI solutions on marketing, commerce, and industry clouds Use Salesforce Einstein Platform Services APIs to create custom AI solutions Integrate third-party AI services such as Microsoft Cognitive Services and Amazon SageMaker into Salesforce Who this book is for This book is for technical and functional architects, technical decision-makers working on the Salesforce ecosystem, as well as anyone responsible for designing AI solutions in their Salesforce ecosystem. Lead and senior Salesforce developers who want to start their Salesforce architecture journey will also find this book helpful. Working knowledge of the Salesforce platform is necessary to get the most out of this book.
Author: Tameem Bahri
Publisher: Packt Publishing Ltd
ISBN: 1800565283
Category : Computers
Languages : en
Pages : 629
Get Book Here
Book Description
Design and build high-performance, secure, and scalable Salesforce solutions to meet business demands and gain practical experience using real-world scenarios by creating engaging end-to-end solution presentations Key Features Learn common integration, data migration, and security patterns for designing scalable and reliable solutions on the Salesforce Lightning platform Build an end-to-end delivery framework pipeline for delivering successful projects within specified timelines Gain access to an exclusive book club of skilled Salesforce professionals, to discuss ideas, best practices, and share experiences of designing modern solutions using Salesforce Book DescriptionSalesforce Certified Technical Architect (CTA) is the ultimate certification to validate your knowledge and skills when it comes to designing and building high-performance technical solutions on the Salesforce platform. The CTA certificate is granted after successfully passing the CTA review board exam, which tests your platform expertise and soft skills for communicating your solutions and vision. You’ll start with the core concepts that every architect should master, including data lifecycle, integration, and security, and build your aptitude for creating high-level technical solutions. Using real-world examples, you’ll explore essential topics such as selecting systems or components for your solutions, designing scalable and secure Salesforce architecture, and planning the development lifecycle and deployments. Finally, you'll work on two full mock scenarios that simulate the review board exam, helping you learn how to identify requirements, create a draft solution, and combine all the elements together to create an engaging story to present in front of the board or to a client in real life. By the end of this Salesforce book, you’ll have gained the knowledge and skills required to pass the review board exam and implement architectural best practices and strategies in your day-to-day work.What you will learn Explore data lifecycle management and apply it effectively in the Salesforce ecosystem Design appropriate enterprise integration interfaces to build your connected solution Understand the essential concepts of identity and access management Develop scalable Salesforce data and system architecture Design the project environment and release strategy for your solution Articulate the benefits, limitations, and design considerations relating to your solution Discover tips, tricks, and strategies to prepare for the Salesforce CTA review board exam Who this book is for This book is for Salesforce architects who want to become certified technical architects by learning how to design secure and scalable technical solutions for their organizations. A solid understanding of the Salesforce platform is required, ideally combined with 3 to 5 years of practical experience as an application architect, system architect, enterprise architect, or solution architect.
Author: Kristian Margaryan Jorgensen
Publisher: Packt Publishing Ltd
ISBN: 1804617601
Category : Computers
Languages : en
Pages : 302
Get Book Here
Book Description
Packed with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programs Key Features Explore the end-to-end Salesforce implementation lifecycle with templates and practical examples Discover common issues and strategies for mitigation and prevention Work with checklists to assess the state of your Salesforce implementation in each phase Purchase of the print or Kindle book includes a free PDF eBook Book Description With ever-growing digital transformation programs involving Salesforce, there is a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementations. This book will act as a detailed guide for your Salesforce implementation journey, including common issues and pitfalls to mitigate and prevent errors. The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you'll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework. As you progress, you'll gain insights on the necessary activities, milestones, and common issues faced in salesforce implementation, along with strategies to mitigate them. At the end of each section, you'll find evaluation checklists to assess the state of your Salesforce implementation. By the end of this book, you'll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI. What you will learn Discover the critical activities in Salesforce implementation Address common issues faced in implementing Salesforce Explore appropriate delivery methodology Understand the importance of a change management strategy Govern Salesforce implementation through all its phases Gain insights on key activities in the continuous improvement phase Leverage customer 360 for analytics, AI and automation Who this book is for This book is for salesforce consultants, architects, project/program managers, delivery leaders for salesforce implementation, or product owners- planning to implement Salesforce or already implementing Salesforce for their organizations. If you are switching to a role in salesforce development, this book will act as a guide on what to expect on the job and how to ace it. Familiarity with basic business, CRM, and project management concepts is required.
Author: Madhu Ramanujan
Publisher: Packt Publishing Ltd
ISBN: 1801075743
Category : Computers
Languages : en
Pages : 316
Get Book Here
Book Description
An end-to-end practical guide to implementing Salesforce CPQ solutions, shortening your sales cycle, and generating a higher ROI Key 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 Description Salesforce 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 for This 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.
Author: Ahsan Zafar
Publisher: Packt Publishing Ltd
ISBN: 1801076901
Category : Computers
Languages : en
Pages : 376
Get Book Here
Book Description
Learn everything you need to become a successful data architect on the Salesforce platform Key Features Adopt best practices relating to data governance and learn how to implement them Learn how to work with data in Salesforce while maintaining scalability and security of an instance Gain insights into managing large data volumes in Salesforce Book Description As Salesforce orgs mature over time, data management and integrations are becoming more challenging than ever. Salesforce Data Architecture and Management follows a hands-on approach to managing data and tracking the performance of your Salesforce org. You'll start by understanding the role and skills required to become a successful data architect. The book focuses on data modeling concepts, how to apply them in Salesforce, and how they relate to objects and fields in Salesforce. You'll learn the intricacies of managing data in Salesforce, starting from understanding why Salesforce has chosen to optimize for read rather than write operations. After developing a solid foundation, you'll explore examples and best practices for managing your data. You'll understand how to manage your master data and discover what the Golden Record is and why it is important for organizations. Next, you'll learn how to align your MDM and CRM strategy with a discussion on Salesforce's Customer 360 and its key components. You'll also cover data governance, its multiple facets, and how GDPR compliance can be achieved with Salesforce. Finally, you'll discover Large Data Volumes (LDVs) and best practices for migrating data using APIs. By the end of this book, you'll be well-versed with data management, data backup, storage, and archiving in Salesforce. What you will learn Understand the Salesforce data architecture Explore various data backup and archival strategies Understand how the Salesforce platform is designed and how it is different from other relational databases Uncover tools that can help in data management that minimize data trust issues in your Salesforce org Focus on the Salesforce Customer 360 platform, its key components, and how it can help organizations in connecting with customers Discover how Salesforce can be used for GDPR compliance Measure and monitor the performance of your Salesforce org Who this book is for This book is for aspiring architects, Salesforce admins, and developers. You will also find the book useful if you're preparing for the Salesforce Data Architecture and Management exam. A basic understanding of Salesforce is assumed.
Author: Rob Cowell
Publisher: Packt Publishing Ltd
ISBN: 1837634238
Category : Computers
Languages : en
Pages : 260
Get Book Here
Book Description
Master Salesforce DevOps while exploring deployment, packages, Git workflows, and organizational monitoring using third-party tools such as Salesforce DX, GitHub, Jenkins, Gearset, and Copado Key Features Learn how to build a DevOps culture to mitigate project risks and boost return on investment (ROI) Delve into the principles of DevOps and how to apply them in Salesforce for maximum efficiency Explore Salesforce DevOps tools, with examples and strategies for building a robust DevOps stack Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionRob Cowell is a Salesforce DevOps Advocate with extensive experience as a Salesforce Developer and Architect, guiding best practices for Salesforce DevOps. Lars Malmqvist, a 32x certified Salesforce CTA, has 15 years of experience building advanced Salesforce solutions and is the author of two books, Architecting AI Solutions on Salesforce and Salesforce Anti-Patterns. As the Salesforce Platform evolves, architects face increasing demand for advanced solutions. This book serves as your definitive guide to mastering effective DevOps practices crucial for successful Salesforce projects. Beginning with cultivating a DevOps mindset focused on collaboration and communication, it emphasizes governance, visibility, and accountability. You'll delve into tools and techniques, leveraging the robust capabilities of SFDX to craft your strategy efficiently. This book stands out for its practical approach to Salesforce packaging and CI/CD stack creation, guiding you to build a seamless automated change delivery system with freely available software. It addresses critical operational concerns such as ticket management, backups, change monitoring, and data seeding. In the final chapters, you'll discover third-party solutions to expedite your Salesforce DevOps journey, empowering you to deliver sophisticated and efficient projects.What you will learn Grasp the fundamentals of integrating a DevOps process into Salesforce project delivery Master the skill of communicating the benefits of Salesforce DevOps to stakeholders Recognize the significance of fostering a DevOps culture and its impact on Salesforce projects Understand the role of metrics in DevOps architecture within Salesforce environments Gain insights into the components comprising a Salesforce DevOps toolchain Discover strategies for maintaining a healthy Salesforce org with a variety of supporting DevOps tools Who this book is for If you are a Salesforce architect or senior developer looking to bring DevOps best practices to your projects, this book is for you. To learn from this book, you should have a strong familiarity with Salesforce platform development both in code and low-code, understand concepts such as metadata, JSON, and XML, and feel at ease with command-line operations.
Author: Dipanker Jyoti
Publisher: Apress
ISBN: 9781484266304
Category : Computers
Languages : en
Pages : 430
Get Book Here
Book Description
Take a deep dive into the architectural approach, best practices, and key considerations needed to comprehend, evaluate, and design an efficient, scalable, and sustainable Salesforce-based solution. This book takes a comprehensive look at the seven architectural domains that must be considered when architecting a Salesforce-based solution and equips you to develop the artifacts needed for an end-to-end enterprise architecture blueprint for Salesforce implementation and DevOps. This must-have handbook helps Salesforce professionals implement and manage Salesforce in their organization. You will learn Salesforce architecture: solution architecture, data architecture, security architecture, integration architecture, identity and access management architecture, and strategies that can be used for Salesforce-based mobile applications. In addition to the main architecture concepts, the book also offers industry best practices and the recommended framework for approaching, managing, delivering, and continuously improving a Salesforce solution using its Salesforce Development & Deployment Lifecycle. What You Will Learn Get a detailed overview of the Salesforce multi-tenant, metadata-driven architectural framework and the under-the-hood technology stack that supports Salesforce Know the seven architecture domains, their intricacies, and the considerations needed within each when designing a Salesforce solution Have an architectural mindset and the artifacts needed to architect an end-to-end enterprise-level implementation of Salesforce Be familiar with the most common Salesforce products, licenses, AppExchange products, and the key considerations of using out-of-the-box declarative capabilities vs custom programmatic capabilities of Salesforce Understand data architecture design considerations that include data modeling in Salesforce, identifying and mitigating large data volume concerns, and the key considerations for data migration and data archiving strategies Understand security architecture considerations related to securing data within Salesforce and the various approaches to allow or restrict sharing and visibility from within Salesforce Understand integration architecture considerations that provide an overview of the integration patterns and the integrations solutions that can be used with Salesforce to connect Salesforce with a remote system hosted on-premises, on the cloud, or by third-party solution providers Understand identity and access management architectural considerations across the 9 stages of an identity and access management lifecycle Be aware of the strategies available to design mobile solutions with Salesforce and the options available for Salesforce mobile architecture Employ the principles of the DevOps & Development Lifecycle needed for an ideal state Salesforce implementation Who This Book Is For Professionals interested in implementing, optimizing, and architecting Salesforce solutions enterprise-wide; Salesforce implementation (SI) partners needing a detailed playbook for architecting and delivering successful Salesforce solutions; Salesforce admins, developers, and architects looking for a one-stop educational resource to mastering the Salesforce architect domains or those pursuing the Salesforce architecture domain certification exams, including the Salesforce Certified Technical Architect (CTA) board exam
Author: Srini Munagavalasa
Publisher: Packt Publishing Ltd
ISBN: 1835086713
Category : Computers
Languages : en
Pages : 184
Get Book Here
Book Description
Create seamless and structured workflows that can streamline complicated business processes with this comprehensive BPA book Key Features Explore business processes for automation to add value for your business users Analyze, evaluate, and devise effective ways to implement automation through Salesforce Flows Become an expert in flow orchestration and compose complex business processes using real-world examples, tips, and tricks Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionThe low adoption of most IT projects often stems from a lack of business process automation. While business users get the functionality they need, the excessive manual steps involved in execution impede efficiency. Business Process Automation with Salesforce Flows will address this issue by helping you recognize the need for automation and guiding you through automating such processes. This book starts by quickly exploring various aspects of process automation using Salesforce Flows, covering flow nuts and bolts, flow structure, flow execution order, and different types of flows, as well as troubleshooting techniques to manage your processes using the Flow Builder tool. You’ll then become acquainted with the Flow Orchestration tool, which enables you to compose and orchestrate complex business processes. Through real-world scenarios, you’ll learn how to effectively automate business processes, follow the end-to-end business process flow, automate it using flow orchestration, and learn how to demystify and simplify business process automation. By the end of this book, you’ll be proficient in seamlessly automating your business processes without any hassle.What you will learn Gain insights into gathering business requirements and identifying automation needs Identify opportunities for improving business process flows Translate critical steps in the business process flow and automate them using Flow Builder Identify different types of Salesforce Flows tailored to various scenarios Optimize and troubleshoot Salesforce Flows for increased efficiency Discover ways to implement complex business process automation through flow orchestration Who this book is for This book is for system administrators, technical team members, and business analysts with a solid understanding of the Salesforce CRM software who want to effectively automate business processes using Salesforce Flows. Administrative-level Salesforce experience, along with some technical experience working with automation tools like Workflow, Process Builder, and Flows, will facilitate a better comprehension of the concepts covered in this book.
Author: Lars Malmqvist
Publisher: Packt Publishing Ltd
ISBN: 1835462111
Category : Computers
Languages : en
Pages : 252
Get Book Here
Book Description
Prevent common pitfalls in your Salesforce solutions by optimizing your Salesforce architecture with the help of this updated guide Key Features Build a solid foundation in Salesforce architecture to troubleshoot and enhance your implementations Develop expertise in designing and implementing complex Salesforce architectures Explore common mistakes in Salesforce anti-patterns and their impact on program performance Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionWhile Salesforce is a powerful platform, it is prone to common pitfalls that can result in suboptimal performance, increased costs, and reduced user satisfaction. Known as anti-patterns, these problems can arise from design flaws, poor implementation choices, or a lack of understanding of best practices. Written by a seasoned Salesforce professional and 33-time certified Salesforce Certified Technical Architect, this revised edition will teach you how to identify and avoid common issues, optimize your Salesforce architecture, and ensure successful implementation. This second edition is updated with a comprehensive exploration of Salesforce, along with the addition of the most common Salesforce anti-patterns, providing in-depth analysis and practical solutions. These key learnings will further refine your skills to help you build more robust, scalable, and efficient Salesforce architectures. The chapters offer an expanded coverage of emerging technology trends such as AI and DevOps, updated examples, and additional case studies to ensure that you have the latest information and insights. By the end of this book, you’ll have gained the confidence and expertise needed to design and implement effective Salesforce solutions. What you will learn Discover common architectural mistakes and learn how anti-patterns can improve your architectural skills Find out how to design Salesforce data models the right way Set up data governance to prevent common issues Identify common data architecture issues and discover innovative ways to address them Explore common errors made in deployment setups, test strategy, and architecture governance Master the art of leveraging AI in integration architectures Who this book is for This book is for Salesforce architects, aspiring architects, developers, consultants, and decision makers who want to start making the right architectural choices or prepare for their journey to CTA. This book is not code-centric, so you will benefit from both functional and technical experience, but a basic level of platform understanding is required.
Author: Andrew Fawcett
Publisher: Packt Publishing Ltd
ISBN: 1789953669
Category : Computers
Languages : en
Pages : 637
Get Book Here
Book Description
Key Features Use the Lightning Platform to build integrated, scalable, and robust apps focused on enterprise-level customer demands Use the Lightning Component framework to deliver modern and responsive user experiences targeting multiple devices through Lightning Experience and Salesforce Mobile Extend your application with access to external services and AI Book DescriptionSalesforce Lightning provides a secure and scalable platform to build, deploy, customize, and upgrade applications. This book will take you through the architecture of building an application on the Lightning platform to help you understand its features and best practices, and ensure that your app keeps up with your customers’ increasing needs as well as the innovations on the platform. This book guides you in working with the popular aPaaS offering from Salesforce, the Lightning Platform. You’ll see how to build and ship enterprise-grade apps that not only leverage the platform's many productivity features, but also prepare your app to harness its extensibility and customization capabilities. You'll even get to grips with advanced application architectural design patterns such as Separation of Concerns, Unit Testing and Dependency Integration. You will learn to use Apex and JavaScript with Lightning Web Components, Platform Events, among others, with the help of a sample app illustrating patterns that will ensure your own applications endure and evolve with the platform. Finally, you will become familiar with using Salesforce DX to develop, publish, and monitor a sample app and experience standard application life cycle processes along with tools such as Jenkins to implement CI/CD. By the end of this book, you will have learned how to develop effective business apps and be ready to explore innovative ways to meet customer demands.What you will learn Create and deploy AppExchange packages and manage upgrades Understand Enterprise Application Architecture patterns Customize mobile and desktop user experience with Lightning Web Components Manage large data volumes with asynchronous processing and big data strategies Implement Source Control and Continuous Integration Add AI to your application with Einstein Use Lightning External Services to integrate external code and data with your Lightning Application Who this book is for This book is for Lightning platform developers who want to discover the true potential of the platform to develop complex scalable applications for use in enterprise businesses.
