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Author: R Parvin
Publisher: Independently Published
ISBN:
Category : Computers
Languages : en
Pages : 0
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Book Description
Salesforce CPQ for Admins: The Complete Guide - The Ultimate Guide to Salesforce CPQ: Admin Tools, Product Bundles, Pricing Strategies, Quote Generation, and More Unlock the full potential of Salesforce CPQ and revolutionize your quoting process with this comprehensive guide, designed specifically for administrators. Whether you're new to CPQ or an experienced admin seeking to enhance your skills, this book provides the knowledge and tools you need to master Salesforce CPQ. Inside, you'll discover: In-depth explanations: Understand the core concepts of CPQ, from product configuration and pricing strategies to quote generation and advanced features. Step-by-step instructions: Learn how to set up and configure CPQ, create product bundles, manage pricing rules, design quote templates, and automate workflows. Practical tips and best practices: Gain valuable insights on troubleshooting errors, maintaining your CPQ system, and optimizing its performance. Advanced topics: Explore advanced CPQ features like guided selling, multi-dimensional quoting, reporting and analytics, and integration with other systems. Real-world examples: See how other businesses are using CPQ to streamline their sales processes and drive revenue growth. - This book covers everything you need to know to become a Salesforce CPQ expert, including: Introduction to Salesforce CPQ Core building blocks: Products and bundles Pricing methods and strategies Quotes and quote templates Advanced CPQ features Integration and extensibility Administering Salesforce CPQ Beyond the basics: Additional topics - With this book as your guide, you'll be able to: Streamline your quoting process and reduce errors. Create accurate and professional quotes that impress your customers. Implement effective pricing strategies that maximize revenue. Customize CPQ to meet your unique business needs. Integrate CPQ with other systems for seamless data flow. Troubleshoot and resolve issues quickly and efficiently. Stay up-to-date with the latest CPQ features and best practices. - Whether you're a Salesforce administrator, sales manager, or business owner, this book is an essential resource for anyone looking to leverage the power of Salesforce CPQ to drive sales success.
Author: R Parvin
Publisher: Independently Published
ISBN:
Category : Computers
Languages : en
Pages : 0
Get Book Here
Book Description
Salesforce CPQ for Admins: The Complete Guide - The Ultimate Guide to Salesforce CPQ: Admin Tools, Product Bundles, Pricing Strategies, Quote Generation, and More Unlock the full potential of Salesforce CPQ and revolutionize your quoting process with this comprehensive guide, designed specifically for administrators. Whether you're new to CPQ or an experienced admin seeking to enhance your skills, this book provides the knowledge and tools you need to master Salesforce CPQ. Inside, you'll discover: In-depth explanations: Understand the core concepts of CPQ, from product configuration and pricing strategies to quote generation and advanced features. Step-by-step instructions: Learn how to set up and configure CPQ, create product bundles, manage pricing rules, design quote templates, and automate workflows. Practical tips and best practices: Gain valuable insights on troubleshooting errors, maintaining your CPQ system, and optimizing its performance. Advanced topics: Explore advanced CPQ features like guided selling, multi-dimensional quoting, reporting and analytics, and integration with other systems. Real-world examples: See how other businesses are using CPQ to streamline their sales processes and drive revenue growth. - This book covers everything you need to know to become a Salesforce CPQ expert, including: Introduction to Salesforce CPQ Core building blocks: Products and bundles Pricing methods and strategies Quotes and quote templates Advanced CPQ features Integration and extensibility Administering Salesforce CPQ Beyond the basics: Additional topics - With this book as your guide, you'll be able to: Streamline your quoting process and reduce errors. Create accurate and professional quotes that impress your customers. Implement effective pricing strategies that maximize revenue. Customize CPQ to meet your unique business needs. Integrate CPQ with other systems for seamless data flow. Troubleshoot and resolve issues quickly and efficiently. Stay up-to-date with the latest CPQ features and best practices. - Whether you're a Salesforce administrator, sales manager, or business owner, this book is an essential resource for anyone looking to leverage the power of Salesforce CPQ to drive sales success.
Author: Madhu Ramanujan
Publisher: Packt Publishing Ltd
ISBN: 1801075743
Category : Computers
Languages : en
Pages : 316
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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: Rakesh Gupta
Publisher: Packt Publishing Ltd
ISBN: 1786460769
Category : Computers
Languages : en
Pages : 405
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Book Description
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.
Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1788621824
Category : Computers
Languages : en
Pages : 352
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Book Description
Extend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions. About This Book Implement advanced user interface techniques to improve the look and feel of Salesforce CRM. Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization. Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM. Who This Book Is For If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed. What You Will Learn Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques Improving the data quality in Salesforce CRM and automatic data capture Implement an approval process to control the way approvals are managed for records in Salesforce CRM Increase productivity using tools and features to provide advanced administration Extend Lightning Experience Record Pages to tailor user interaction experience Create Lightning component to implement Search before Create for customer/person accounts In Detail Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework. Style and approach We will be discussing recipes about several modules, which will help you gain mastery over different modules, such as data management, security enhancements, and so on, which is expected of an administrator.
Author: Mohith Shrivastava
Publisher: Packt Publishing Ltd
ISBN: 1784393061
Category : Computers
Languages : en
Pages : 221
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Book Description
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.
Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1786464527
Category : Computers
Languages : en
Pages : 635
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Book Description
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.
Author: Paul Goodey
Publisher:
ISBN:
Category : Customer relations
Languages : en
Pages : 480
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Book Description
Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios In Detail The book begins by guiding you through setting up users and security settings and then progresses to configuration, data management, and data analytics. Next, you will swiftly move on to how to set up organization-wide features that affect the look and feel of the application. Process automation, and approval mechanisms are then covered, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. At the end of the book, we cover Salesforce mobile apps and mobile administration, along with techniques to further enhance the system and improve the return on investment. Prerequisites include Enterprise, Unlimited, Performance, or Developer edition of Salesforce CRM along with the System Administrator permission. What You Will Learn Configure and control the various organization-wide user interface features in Salesforce CRM Set up and maintain a user and administer appropriate security and login access mechanisms Apply organization security and understand the capabilities of the Salesforce CRM sharing model Create, delete, and customize fields, page layouts, and list views for custom and standard objects Implement the mechanisms for data management and discover the tools to import, update, transfer, and mass delete data Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.
Author: Vijay Kumar
Publisher: Vijay Kumar
ISBN:
Category : Architecture
Languages : en
Pages : 35
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Book Description
Salesforce eBook Overview:- This eBook is completely designed for that student who is interested to learn Salesforce from basic concept of Salesforce Administration Framework implementation with custom project scenarios. In this course I have covered complete syllabus of Salesforce Administration Framework from basics to advance with real-time scenarios based on live demo projects example in Salesforce. This course is designed for developers who want to learn how to use the Salesforce Administration Framework to build custom user interfaces on the Salesforce platform. It is suitable for developers who have experience with JavaScript and web development, and want to learn how to use the Salesforce Administration Framework to build modern, reactive user interfaces that can be easily integrated into Salesforce. It is also suitable for experienced Salesforce developers who want to learn how to use the Salesforce Cloud Computing Framework to build more efficient and scalable user interfaces. I have taken care of who are brand new to start Salesforce Career as a developer and want to grow their Career in Salesforce development. What are the requirements or prerequisites for taking this eBook? Basic Knowledge of Computer Basic Knowledge of Internet Surfing Basic Knowledge of Salesforce Admin Concepts Who is this course for? Software Professional Project Managers Developer Salesforce Administrator This course prepared for IT Professional and working on live project on office Students who learning Salesforce Administrator Students who learning Salesforce development This eBook prepared for that students who learning from internet and practice on his computer What will you be learn after taking this eBook? I created Eleven Chapters to Complete the syllabus of Salesforce Administration Framework. Chapter 1: Getting Started with Salesforce:- What is Salesforce? Understanding its features and capabilities Cloud computing and CRM explained Different Salesforce editions and their features Setting up a Salesforce account and logging in Navigating the Salesforce interface Chapter 2: Building a Strong Foundation:- Understanding Salesforce objects, records, and fields Creating custom objects and fields in Salesforce Data types and best practices for field creation Implementing data validation rules and unique constraints Chapter 3: Managing Data in Salesforce:- Data import/export techniques Data quality and cleansing strategies Using Data Loader and other tools for mass data management Introduction to Data Relationships: Lookup, Master-Detail, and Junction objects Chapter 4: Automating Processes with Workflows and Process Builder:- Introduction to automation in Salesforce Creating and managing workflows Utilizing Process Builder for more complex automation Best practices for designing efficient workflows Chapter 5: Customizing User Experience with Visualforce and Lightning Components:- Understanding user interfaces: Classic vs. Lightning Introduction to Visualforce: creating custom pages and components Building Lightning Components for enhanced user experience Integrating Lightning Components with Visualforce pages Chapter 6: Mastering Reports and Dashboards Importance of Reports and Dashboards in Salesforce Creating custom reports with various criteria and filters Designing insightful dashboards to display key metrics Sharing and scheduling reports and dashboards Chapter 7: Security and Access Management Overview of Salesforce security features Implementing user authentication and authorization Setting up profiles, permission sets, and role hierarchies Data sharing rules and record-level security Chapter 8: Introduction to the Salesforce AppExchange Exploring and installing third-party apps Best practices for evaluating and selecting apps Considerations for app integration and compatibility Chapter 9: Mobile Productivity with Salesforce Mobile App Benefits of mobile access to Salesforce Features and capabilities of the Salesforce Mobile App Configuring and customizing the mobile experience Security considerations for mobile usage Chapter 10: Advanced Administration and Development Introduction to Apex: Salesforce's programming language Creating triggers, classes, and controllers An overview of Lightning Web Components Integrating Salesforce with external systems using APIs Chapter 11: Best Practices for Salesforce Success Tips for effective Salesforce administration Data backup and disaster recovery strategies Continuous learning and staying up-to-date with Salesforce updates Case studies showcasing successful Salesforce implementations
Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 1784391484
Category : Computers
Languages : en
Pages : 481
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Book Description
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 administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.
Author: Mark Miller
Publisher: Mark Miller
ISBN: 1466153016
Category : Education
Languages : en
Pages : 287
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Book Description
