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Author: Mike King
Publisher: Packt Publishing Ltd
ISBN: 180181130X
Category : Computers
Languages : en
Pages : 458
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Book Description
The ultimate handbook for new and seasoned Salesforce B2C Solution Architects who want to design seamless B2C solutions across the Salesforce Customer 360 ecosystem – including B2C Commerce, Service Cloud, and Marketing Cloud Key Features Give your customers a frictionless experience by creating a unified view of all their interactions Get your architectural design right the first time and avoid costly reworks Prepare for the B2C Solution Architect exam and Salesforce certification with practical scenarios following Salesforce best practices Book DescriptionThere’s a huge demand on the market for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform and leverage data into actionable insights. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. While this book will help you prepare for the B2C Solution Architect exam, its true value lies in setting you up for success afterwards. The first few chapters will help you develop a solid understanding of the capabilities of each component in the Customer 360 ecosystem, their data models, and governance. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. Once you’ve mastered the core knowledge, you'll also learn about tools, techniques, and certification scenarios in preparation for the B2C Solution Architect exam. By the end of this book, you’ll have the skills to design scalable, secure, and future-proof solutions supporting critical business demands.What you will learn Explore key Customer 360 products and their integration options Choose the optimum integration architecture to unify data and experiences Architect a single view of the customer to support service, marketing, and commerce Plan for critical requirements, design decisions, and implementation sequences to avoid sub-optimal solutions Integrate Customer 360 solutions into a single-source-of-truth solution such as a master data model Support business needs that require functionality from more than one component by orchestrating data and user flows Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It’s primarily written for B2C commerce architects, application architects, integration architects, as well as system architects, enterprise architects, Salesforce architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you’ll need a solid understanding of data integration, APIs, and connected systems, along with knowledge of the fundamentals of business-to-consumer (B2C) customer experiences.
Author: Mike King
Publisher: Packt Publishing Ltd
ISBN: 180181130X
Category : Computers
Languages : en
Pages : 458
Get Book Here
Book Description
The ultimate handbook for new and seasoned Salesforce B2C Solution Architects who want to design seamless B2C solutions across the Salesforce Customer 360 ecosystem – including B2C Commerce, Service Cloud, and Marketing Cloud Key Features Give your customers a frictionless experience by creating a unified view of all their interactions Get your architectural design right the first time and avoid costly reworks Prepare for the B2C Solution Architect exam and Salesforce certification with practical scenarios following Salesforce best practices Book DescriptionThere’s a huge demand on the market for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform and leverage data into actionable insights. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. While this book will help you prepare for the B2C Solution Architect exam, its true value lies in setting you up for success afterwards. The first few chapters will help you develop a solid understanding of the capabilities of each component in the Customer 360 ecosystem, their data models, and governance. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. Once you’ve mastered the core knowledge, you'll also learn about tools, techniques, and certification scenarios in preparation for the B2C Solution Architect exam. By the end of this book, you’ll have the skills to design scalable, secure, and future-proof solutions supporting critical business demands.What you will learn Explore key Customer 360 products and their integration options Choose the optimum integration architecture to unify data and experiences Architect a single view of the customer to support service, marketing, and commerce Plan for critical requirements, design decisions, and implementation sequences to avoid sub-optimal solutions Integrate Customer 360 solutions into a single-source-of-truth solution such as a master data model Support business needs that require functionality from more than one component by orchestrating data and user flows Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It’s primarily written for B2C commerce architects, application architects, integration architects, as well as system architects, enterprise architects, Salesforce architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you’ll need a solid understanding of data integration, APIs, and connected systems, along with knowledge of the fundamentals of business-to-consumer (B2C) customer experiences.
Author: Mike King
Publisher: Packt Publishing Ltd
ISBN: 1801078750
Category : Computers
Languages : en
Pages : 464
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Book Description
Design solutions across the Salesforce Customer 360 ecosystem with this definitive guide for Salesforce B2C solution architects, covering B2C Commerce, Service Cloud, Data Cloud, and Marketing Cloud Key Features Create a frictionless customer experience and a unified view of all touchpoints Avoid expensive rework by getting your architecture right the first time Use real-world scenarios and best practices to prepare for the B2C Solution Architect certification exam Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionIn today’s competitive landscape, the ability to create a unified view of the customer and turn data into actionable insights is a game-changer for businesses. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. The book will guide you through the tools, techniques, and scenarios needed to confidently tackle the B2C Solution Architect exam. You’ll start by building a robust understanding of each component within the Customer 360 ecosystem, diving into their capabilities, data models, and governance structures. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. By the end of this journey, you’ll not only be prepared to ace the exam but also to excel as a Salesforce B2C Solution Architect, ready to shape the future of customer engagement. What you will learn Explore key Customer 360 products and their integration options Choose the best integration architecture to unify data and experiences Plan for requirements, design choices, and implementation sequences Architect a single view of the customer to support service, marketing, and commerce Integrate Customer 360 solutions into a single-source-of-truth solution Orchestrate data and user flows to support functionality from multiple components Understand the capabilities and design considerations for Data Cloud Prepare for the B2C Solution Architect exam Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It's primarily written for Salesforce technical architects, application/functional architects, integration architects, enterprise architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you should understand the fundamentals of data integration, APIs, and connected systems in general, along with knowledge of the basics of business-to-consumer (B2C) customer experiences.
Author: Lars Malmqvist
Publisher: Packt Publishing Ltd
ISBN: 1803247991
Category : Computers
Languages : en
Pages : 206
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Book Description
Avoid implementation failures and technical debt by mitigating anti-patterns in your Salesforce enterprise solutions using expert guidance and proven recommendations Purchase of the print or Kindle book includes a free eBook PDF Key Features Build exemplary Salesforce architectures by studying anti-patterns that lead to failing systems Demonstrate deep architectural principles that you can apply in your Salesforce projects Identify common problems in Salesforce architectures and apply better architectural solutions Book DescriptionSalesforce Anti-Patterns teaches you to spot errors in Salesforce patterns that may seem like a good idea at first but end up costing you dearly. This book will enable Salesforce developers and architects to understand how ingenious Salesforce architectures can be created by studying anti-patterns and solutions to problems that can later lead to serious implementation issues. While there are several books on the market that start with the question, “How do I create great Salesforce architecture?” and proceed to a solution from there, this book instead starts by asking, “What tends to go wrong with Salesforce architectures?” and proceeds to a solution from there. In this book, you’ll find out how to identify and mitigate anti-patterns in the technical domains of system architecture, data architecture, and security architecture, along with anti-patterns in the functional domain of solution architecture as well as for integration architecture. You’ll also learn about common anti-patterns affecting your Salesforce development process and governance and, finally, how to spot common problems in how architects communicate their solutions. By the end of this Salesforce book, you’ll have gained the confidence to architect and communicate solutions on the Salesforce platform while dodging common mistakes.What you will learn Create a balanced system architecture by identifying common mistakes around on- and off-platform functionality and interfaces Avoid security problems that arise from anti-patterns on the Salesforce platform Spot common data architecture issues and discover intuitive ways to address them Avoid the dual traps of over- and under-customization in your solution architecture Explore common errors made in deployment setups, test strategy, and architecture governance Understand why bad communication patterns are so overlooked in architecture 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 helps you gain a professional understanding of Salesforce and its building blocks. It is not code-centric, so you will benefit from both functional and technical experience, but a basic level of platform understanding is required.
Author: Kristian Margaryan Jorgensen
Publisher: Packt Publishing Ltd
ISBN: 1804617601
Category : Computers
Languages : en
Pages : 302
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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: Lars Malmqvist
Publisher: Packt Publishing Ltd
ISBN: 1801072299
Category : Computers
Languages : en
Pages : 341
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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: Ahsan Zafar
Publisher: Packt Publishing Ltd
ISBN: 1801076901
Category : Computers
Languages : en
Pages : 376
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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: Arul Christhuraj Alphonse
Publisher: Packt Publishing Ltd
ISBN: 1801074224
Category : Computers
Languages : en
Pages : 490
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Book Description
Design, secure, test, and deploy APIs with MuleSoft, and integrate it with Salesforce to maximize productivity Key Features Build, implement, transform, secure, test, and deploy APIs using Anypoint Studio and Anypoint Platform Integrate MuleSoft with Salesforce and other end systems to build an application network Enhance your Salesforce and MuleSoft skills and employability with interview and certification tips and tricks Book DescriptionMuleSoft for Salesforce Developers will help you build state-of-the-art enterprise solutions with flexible and scalable integration capabilities using MuleSoft’s Anypoint Platform and Anypoint Studio. If you’re a Salesforce developer looking to get started with this useful tool, look no further. This book will get you up to speed in no time, leveling up your integration developer skills. This essential guide will first introduce you to the fundamentals of MuleSoft and API-led connectivity, before walking you through the API life cycle and the Anypoint Studio IDE. Once you have the IDE set up, you’ll be ready to create Mule applications. You’ll look at the core components of MuleSoft and Anypoint Platform, and before long you’ll know how to build, transform, secure, test, and deploy applications using the wide range of components available to you. Finally, you’ll learn about using connectors to integrate MuleSoft with Salesforce and to fulfill a number of use cases, which will be covered in depth, along with interview and certification tips. By the end of this book, you will be confident building MuleSoft integrations at an enterprise scale and be able to gain the fundamental MuleSoft certification – MCD.What you will learn Understand how to use MuleSoft to achieve API-led connectivity Design and create documentation for your API Develop Mule applications and run them in Anypoint Studio Monitor your applications from Anypoint Platform Transform your data using DataWeave Use the CI/CD and Mule Maven plugins Run tests using MUnit and generate a code coverage report Use best practices to maintain coding standards Who this book is for This book is for Salesforce developers who want to get started with MuleSoft. Salesforce architects will also find the concepts covered in the book useful in designing Salesforce solutions. Prior knowledge of any programming language and some basic integration concepts will be helpful, alongside basic familiarity with Salesforce development and experience with at least one Salesforce API – including the SOAP API, REST API, Bulk API, or Streaming API.
Author: Greg Gifford
Publisher: Packt Publishing Ltd
ISBN: 180324464X
Category : Computers
Languages : en
Pages : 456
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Book Description
Make the most of Salesforce Marketing Cloud through automation and increase your productivity on the platform without adding any extra resources Key Features Increase your knowledge of automation theory and the applications of SFMC Explore automation with SFMC and its capabilities beyond general usage Understand the automation features and integrations of SFMC to use the platform from outside the user interface (UI) for maximum efficiency Book DescriptionSalesforce Marketing Cloud (SFMC) allows you to use multiple channels and tools to create a 1:1 marketing experience for your customers and subscribers. Through automation and helper tasks, you can greatly increase your productivity while also reducing the level of effort required in terms of volume and frequency. Automating Salesforce Marketing Cloud starts by discussing what automation is generally and then progresses to what automation is in SFMC. After that, you’ll focus on how to perform automation inside of SFMC all the way to fully running processes and capabilities from an external service. Later chapters explore the benefits and capabilities of automation and having an automation mindset both within and outside of SFMC. Equipped with this knowledge and example code, you'll be prepared to maximize your SFMC efficiency. By the end of this Salesforce book, you’ll have the skills you need to build automation both inside and outside of SFMC, along with the knowledge for using the platform optimally.What you will learn Understand automation to make the most of the SFMC platform Optimize ETL activities, data import integrations, data segmentations, email sends, and more Explore different ways to use scripting and API calls to increase Automation Studio efficiency Identify opportunities for automation with custom integrations and third-party solutions Optimize usage of SFMC by building on the core concepts of custom integrations and third-party tools Maximize utilization of employee skills and capabilities and reduce operational costs while increasing output Who this book is for This book is for Salesforce Marketing Cloud users who want to know how to make their day to day lives more efficient and get the most out of the tool by working smarter, not harder. A solid understanding of SFMC and basic knowledge of what automation is will help you get the most out of this book.
Author: Melissa Hill Dees
Publisher: Packt Publishing Ltd
ISBN: 1801070326
Category : Computers
Languages : en
Pages : 320
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Book Description
Drive digital transformation for nonprofits with well-organized volunteer management, donor engagement, fundraising, and grantmaking using the intelligent and powerful capabilities of Salesforce Nonprofit Cloud Key FeaturesImplement NPSP modules to scale varied business operations in nonprofitsAdminister and automate business processes and tasks with NPSP for nonprofitsCustomize and extend the standard functionalities of Nonprofit Cloud and NPSP as per client needs, resources, and critical outcomesBook Description Salesforce Nonprofit Cloud enables a 360-degree view of people related to your nonprofit to connect fundraising, program management, and grantmaking. With a single, unified view of every interaction with constituents, nonprofits can create strong relationships with the community and streamline internal processes. The book starts by covering the tools and features that make up Nonprofit Cloud, helping you understand their standard functionalities and how Nonprofit Success Pack's (NPSP) data architecture is critical to implementation. You'll learn how the Nonprofit Cloud Program Management Module can connect your programs, automate case management, and track client progress. Next, you'll explore the tools for creating a change management process to increase user adoption. Moving ahead, you'll understand how to configure necessary permissions for NPSP administration and explore how declarative tools help better align the goals of a nonprofit organization. Toward the concluding chapters, you'll cover customizations, deployment, custom reports, and dashboards for fundraising analytics, as well as best practices for data management to maintain its integrity. By the end of this Salesforce book, you'll be able to build and configure the Nonprofit Cloud for a variety of use cases to achieve maximum social impact with the least amount of technical debt. What you will learnImplement various components and modules in Nonprofit CloudImplement tools for grantmaking, program management, and case managementExtend the standard functionalities of Nonprofit Cloud and NPSPIdentify and use success metrics to prioritize goals and outcomes for implementationExplore the tools that Nonprofit Cloud offers for testing and deploymentBuild custom reports and dashboards for NPSP and use Tableau dashboard starters for fundraising analyticsUnderstand best practices for data management to maintain data accuracy and data integrityWho this book is for This book is for technical consultants, functional consultants, and Salesforce architects who are working with nonprofit organizations and want to implement different functionalities within Nonprofit Cloud and NPSP optimally for business processes and tasks in their organizations. Salesforce administrator skills and overall proficiency with Salesforce are required to get the most out of this book.
Author: Jeffrey Silver
Publisher: Packt Publishing Ltd
ISBN: 1835880975
Category : Business & Economics
Languages : en
Pages : 316
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Book Description
Learn from the authors' combined 35 years of field experience along with real-world examples and stories to advance your career in the highly coveted field of sales engineering Key Features Fully comprehend the responsibilities and core skills needed to become a successful sales engineer Gain deeper knowledge of sales and see how sales engineering plays a vital role in an organization’s success Start or grow your sales engineering career, avoiding pitfalls and focusing on strengths Purchase of the print or Kindle book includes a free PDF eBook Book Description Sales engineers often need to balance their technical expertise with the soft skills needed to close deals and build lasting client relationships. This book provides a framework for both senior engineers seeking professional growth and individuals just starting their sales engineering careers. This book draws from the authors’ extensive experience in this industry and as leaders in top high-tech companies, offering real-world insights and life lessons applicable to this specialized and in-demand industry. You’ll pick up the core disciplines a successful sales engineer should exemplify, along with mastering practical, day-to-day operational aspects. Within these chapters, you will learn the roles and responsibilities of a sales engineer, as well as adjacent roles within a sales team. You’ll also develop the skills needed to navigate complex sales cycles and exceed traditional expectations. This book covers various key aspects of sales engineering, including mastering communication techniques, navigating complex meetings, managing customer expectations, understanding legal matters, and handling administrative tasks. By the end of this book, you’ll have acquired advanced knowledge to excel as a world-class sales engineer and become a valuable member of your organization’s broader team. What you will learn Familiarize yourself with the different types of organizations employing sales engineers Gain insights into the crucial soft skills necessary for effective client interaction Discover best practices in working technical demonstrations and proof of concepts from start to finish Navigate important decisions related to the role and your work-life balance Understand ancillary topics that affect sales engineers, often not discussed openly or directly Who this book is for This book is for sales engineers. Whether you're a seasoned professional or just starting your career, it will help you fully understand the dynamics of your role and become a world-class SE sought after by top employers or move into management positions. Use this book as a manual, referring to it whenever you encounter the situations described within.
