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ChatGPT for Accelerating Salesforce Development

ChatGPT for Accelerating Salesforce Development
Author: Andy Forbes
Publisher: Packt Publishing Ltd
Total Pages: 355
Release: 2023-12-29
Genre: Computers
ISBN: 1835082556

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Harness ChatGPT for streamlined flows, effective configuration, proficient code writing, and enhanced project activities Key Features Improve process quality and reduce costs by incorporating ChatGPT into your Salesforce projects Optimize project workflows and align technical capabilities with business goals Integrate ChatGPT's strengths with Salesforce expertise to innovate business analysis, coding, and testing approaches Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionAuthored by a team of Salesforce masters with exemplary IT background, ChatGPT for Salesforce Development helps you learn about the intricacies of Salesforce design, configuration, coding, and testing, demonstrating how ChatGPT can simplify complex setups and enhance project team efficiency. With this book, you’ll unlock the effective use of ChatGPT for crafting user stories that align seamlessly with project goals, learn how to design and implement Salesforce flows, and quickly write clear, comprehensive, and high-quality project documentation. You’ll leverage ChatGPT to write new Apex code, decipher existing code, and explore the development of web services and callouts. This book covers everything from trigger creation to the development of Lightning Web Components (LWC), highlighting how these can accelerate the development process. Applying ChatGPT's debugging capabilities, you’ll swiftly identify and resolve Salesforce issues to uphold the integrity and performance of your Salesforce applications. By the end of this book, you’ll be adept at integrating ChatGPT at every stage of Salesforce project delivery, from initial configuration to final testing.What you will learn Masterfully craft detailed and engaging user stories tailored for Salesforce projects Leverage ChatGPT to design cutting-edge features within the Salesforce ecosystem, transforming ideas into functional and intuitive solutions Explore the integration of ChatGPT for configuring Salesforce environments Write Salesforce flows with ChatGPT, enhancing workflow automation and efficiency Develop custom LWCs with ChatGPT's assistance Discover effective testing techniques using ChatGPT for optimized performance and reliability Who this book is for This book is for Salesforce developers, offering insights into using ChatGPT to enhance their coding and configuration abilities. It's an invaluable resource for business analysts looking to use ChatGPT to translate complex requirements into actionable solutions. For testers, this book covers methods to leverage ChatGPT for more effective testing processes, ensuring higher quality outcomes. Product owners will gain insights into optimizing project workflows and aligning technical capabilities with business goals, making this book a must-have for Salesforce project team members.


Salesforce CRM Administration Handbook

Salesforce CRM Administration Handbook
Author: Krzysztof Nowacki
Publisher: Packt Publishing Ltd
Total Pages: 328
Release: 2024-04-30
Genre: Computers
ISBN: 183508186X

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Master the core concepts of Salesforce administration and gain a holistic understanding of the SF ecosystem that will also help you prepare for the Salesforce certification exam Key Features Understand Salesforce architecture and security model Integrate Flow Builder with other Salesforce components for seamless automation Understand how to create and manage approval workflows in Salesforce Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionDo you aspire to be a successful Salesforce administrator or consultant? If yes, then this step-by-step guide is for you. Written by certified Salesforce professionals, the Salesforce CRM Administration Handbook will take you through the intricacies of Salesforce, covering objects, records, automation, and much more. Starting with an overview of the capabilities and limitations of Salesforce, you’ll progress toward a holistic understanding of system architecture with real-world examples, including workarounds that enable the successful completion of projects. As you delve deeper, you’ll learn about the fundamental concepts of a CRM system, its purpose, and the pivotal role of an administrator in the Salesforce lifecycle. You’ll also explore the basic structures of the entire Salesforce system and navigate confidently through the intricacies of security, automation, and reporting in the Sales/Service Cloud. By the end of this book, you’ll have the confidence you need to navigate Salesforce’s backend seamlessly, implement configuration changes effortlessly, and communicate fluently in Salesforce terminology.What you will learn Discover strategies to stay up-to-date with Salesforce releases Integrate Salesforce products seamlessly to meet diverse business needs Explore Sales and Service Cloud and its transformative impact on sales and customer support operations Master opportunity management for successful deal closures and pipeline forecasting Understand Salesforce Orgs, managing users, settings, and customization Explore data import and export methods and data mapping Discover best practices, mock tests, and valuable tips and tricks to prepare for Salesforce certification Who this book is for This book is for aspiring Salesforce administrators and consultants looking to build a solid foundation in Salesforce products, system setup, and customization as well as advance their careers within the Salesforce ecosystem. It’s also a great resource for those preparing to take the Salesforce ADM 201 certification exam, as it serves as an excellent supplement to the existing learning materials.


Salesforce Sales Cloud – An Implementation Handbook

Salesforce Sales Cloud – An Implementation Handbook
Author: Kerry Townsend
Publisher: Packt Publishing Ltd
Total Pages: 368
Release: 2024-04-30
Genre: Computers
ISBN: 1804615188

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Design and build Sales Cloud solutions to solve business challenges with this easy-to-follow handbook Key Features Discover the full range of capabilities offered by Sales Cloud and how to map them to business processes Learn how to plan and deliver all aspects of a successful Sales Cloud implementation Explore advanced concepts to integrate and extend Sales Cloud Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionSalesforce Sales Cloud is a system rich in functionality, addressing many sales business challenges such as sales productivity, forecast visibility, and sales enablement. However, unlocking the full value of the system and getting maximum returns pose a challenge, especially if you’re new to the technology. This implementation handbook goes beyond mere configuration to ensure a successful implementation journey. From laying the groundwork for your project to engaging stakeholders with sales-specific business insights, this book equips you with the knowledge you need to plan and execute. As you progress, you’ll learn how to design a robust data model to support the sales and lead generation process, followed by crafting an intuitive user experience to drive productivity. You’ll then explore crucial post-building aspects such as testing, training, and releasing functionality. Finally, you’ll discover how the solutions’ capability can be expanded by adding and integrating other tools to address typical sales use cases. By the end of this book, you’ll have grasped how to leverage Sales Cloud to solve sales challenges and have gained the confidence to design and implement solutions successfully with the help of real-world use cases.What you will learn Find out how Sales Cloud capabilities solve common sales challenges Determine the best development methodologies Design and build core sales processes, including demand generation and sales productivity Implement best practices for testing and training with accurate data Build a release plan by understanding the types of post-go-live support Explore territory management and model additional processes with Sales Cloud Understand common system integration use cases Harness the power of AppExchange solutions for sales Who this book is for This book is for administrators, consultants, and business analysts who want to understand and apply the capabilities of Salesforce Sales Cloud. Whether you’re completely new to Sales Cloud or enhancing existing functionalities within your organization, this handbook is your trusted companion. Business stakeholders responsible for or involved in Sales Cloud implementations will also benefit from this book.


Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform

Optimizing Salesforce Industries Solutions on the Vlocity OmniStudio Platform
Author: Dmitri Khanine
Publisher: Packt Publishing Ltd
Total Pages: 278
Release: 2024-04-19
Genre: Computers
ISBN: 1835461549

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Design highly customized solutions using the Vlocity OmniStudio platform tailored to your business Key Features Understand the critical gotchas and essential best practices for every OmniStudio implementation Discover a proven system for achieving next-level performance and scalability using Salesforce Industries Optimize all aspects of your OmniStudio apps—server side, client side, and document generation Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionSalesforce Industries brings out-of-the-box solutions tailored to specific industries, making it easy for customers to install, configure, and slash their time-to-value. It stands as one of Salesforce's strategic pillars with the number of installations growing rapidly. While customizing the out-of-the-box solutions can pose performance challenges, this book provides a fail-safe system with proven best practices, tools, and precise metrics to enhance performance and scalability for efficient outcomes. Kicking off with an overview of the Salesforce Industries Vlocity platform and OmniStudio, you’ll explore the tools and techniques used to manage code and measure performance. Delving into performance optimization, you’ll uncover methods for improving performance in OmniStudio's Service Layer (Integration Procedures and DataRaptors) and Presentation Layer (OmniScripts and FlexCards). Further, the book will guide you through achieving maximum performance by leveraging best practices in both layers. By the end of this book, you’ll have mastered the intricacies of Salesforce Industries on the Vlocity OmniStudio Platform, enhancing your skills to navigate and optimize tailored solutions effectively.What you will learn Master best practices and design patterns for maximizing performance in OmniStudio Service and Presentation Layers Leverage various go-to tools for measuring performance in Salesforce Industries Download ready-to-go industry solutions from the new process library Discover quick ways to boost performance with just a few clicks Meet user performance expectations and future-proof your OmniStudio apps Explore techniques for managing and deploying your OmniStudio components Find alternative approaches to generating documents with OmniStudio and their performance implications Who this book is for This book is a valuable resource for Salesforce administrators, architects, and developers, as well as business leaders and decision-makers responsible for implementing Salesforce Industry Solutions on the Vlocity OmniStudio platform. Whether you’re looking to enhance your organization's existing systems or embarking on a new implementation journey, this book will help you achieve better performance and scalability.


Learning Salesforce Development with Apex

Learning Salesforce Development with Apex
Author: Paul Battisson
Publisher: BPB Publications
Total Pages: 234
Release: 2020-08-10
Genre: Computers
ISBN: 9389898188

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Learn to harness the power of the Apex language to build Salesforce applications Ê KEY FEATURESÊÊ - Learn how to work with the Apex language. - Learn how to develop Apex Triggers. - Learn how to use SOQL and SOSL to retrieve data. - Learn how to write Object-Oriented SalesforceÊ code. - Explore the best practices to deliver scalable and maintainable code. Ê DESCRIPTIONÊ This book covers the fundamentals of the Salesforce Apex programming language used by developers to build powerful applications in the cloud.Ê In this book, you will learn how to work with the Apex language to build scalable applications that can interact with and update data from your users. We cover the language from the ground up, introducing programming concepts such as variables and control statements alongside clear and concise examples to help you understand the key concepts and features. Platform-specific features such as Apex triggers, SOQL and SOSL are covered in detail to help ensure you deliver robust and scalable solutions. Nuances and best practices for development are discussed along with how to effectively test your code to ensure that you can deploy it to users with confidence. Object-oriented programming in Apex is also covered in-depth to ensure that you can develop dynamic solutions and build for the future. The book also discusses and shows developers how to integrate with third-party solutions using REST APIs in Apex.Ê By the end of the book, the reader will know how to start developing applications using Apex with confidence. Ê WHAT WILL YOU LEARNÊÊ - Learn how to declare variables in Apex. - Understand how to work with collections in Apex. - Use different control statements within Apex to control program flow. - Learn how to use the built-in tools to test in Apex. - Understand how to make callouts to external applications and data sources. WHO THIS BOOK IS FORÊÊ This book is intended for those starting out with Apex, whether existing Salesforce Admins or those joining the Salesforce ecosystem with little professional prior programming experience, such as students. The reader is expected to have some basic familiarity with Salesforce as a platform, although key concepts are reviewed. TABLE OF CONTENTS 0. Introduction 1. An Introduction to the Salesforce Platform 2. What is Apex? 3. Variables in Apex 4. Collections 5. Control Statements 6. Apex Triggers 7. SOQL 8. SOSL 9. Defining Apex Classes 10. Apex Class Inheritance 11. Testing Apex 12. Callouts in Apex 13. Epilogue


Mastering Apex Programming

Mastering Apex Programming
Author: Paul Battisson
Publisher: Packt Publishing Ltd
Total Pages: 369
Release: 2020-11-20
Genre: Computers
ISBN: 1800204337

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Get to grips with the advanced features of Apex programming for Salesforce developers using this comprehensive guide Key FeaturesDiscover how to build reliable applications with Apex by avoiding common mistakes and pitfallsLearn how to use the different asynchronous programming tools in ApexProfile and improve the performance of your Apex codeBook Description As applications built on the Salesforce platform are now a key part of many organizations, developers are shifting focus to Apex, Salesforce's proprietary programming language. As a Salesforce developer, it is important to understand the range of tools at your disposal, how and when to use them, and best practices for working with Apex. Mastering Apex Programming will help you explore the advanced features of Apex programming and guide you in delivering robust solutions that scale. This book starts by taking you through common Apex mistakes, debugging, exception handling, and testing. You'll then discover different asynchronous Apex programming options and develop custom Apex REST web services. The book shows you how to define and utilize Batch Apex, Queueable Apex, and Scheduled Apex using common scenarios before teaching you how to define, publish, and consume platform events and RESTful endpoints with Apex. Finally, you'll learn how to profile and improve the performance of your Apex application, including architecture trade-offs. With code examples used to facilitate discussion throughout, by the end of the book, you'll have developed the skills needed to build robust and scalable applications in Apex. What you will learnUnderstand common coding mistakes in Apex and how to avoid them using best practicesFind out how to debug a Salesforce Apex application effectivelyExplore different asynchronous Apex options and their common use casesDiscover tips to work effectively with platform eventsDevelop custom Apex REST services to allow inbound integrationsBuild complex logic and processes on the Salesforce platformWho this book is for This book is for Salesforce developers who are interested in mastering Apex programming skills. You'll also find this book helpful if you're an experienced Java or C# developer looking to switch to Apex programming for developing apps on the Salesforce platform. Basic Apex programming knowledge is essential to understand the concepts covered.


Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics
Author: Mark Tossell
Publisher: Packt Publishing Ltd
Total Pages: 368
Release: 2021-12-29
Genre: Computers
ISBN: 1801070245

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Leverage CRM Analytics to generate valuable business insights and solve business problems efficiently Key FeaturesExtract, combine, transform, and visualize your data to derive business insights using CRM AnalyticsGain hands-on experience as you walk through practical dashboard use cases in CRM AnalyticsLearn how to build best-in-class dashboards from a CRM Analytics thought leaderBook Description CRM Analytics, formerly known as Tableau CRM and Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease. By the end of this book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently. What you will learnImplement and configure CRM Analytics from scratchBuild your first CRM Analytics app and embed your CRM Analytics dashboards in Salesforce to enhance user adoptionConnect Salesforce and external data with CRM Analytics and create datasetsCreate a data recipe and get familiar with the recipe UIBuild a custom dashboard in CRM Analytics using the dashboard editorUse lenses to create a CRM Analytics dashboardConfigure and implement data security and governanceBuild configured record actions to automate data directly in SalesforceWho this book is for This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore CRM Analytics' capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.


Parallel Agile – faster delivery, fewer defects, lower cost

Parallel Agile – faster delivery, fewer defects, lower cost
Author: Doug Rosenberg
Publisher: Springer Nature
Total Pages: 238
Release: 2020-01-03
Genre: Computers
ISBN: 3030307018

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From the beginning of software time, people have wondered why it isn’t possible to accelerate software projects by simply adding staff. This is sometimes known as the “nine women can’t make a baby in one month” problem. The most famous treatise declaring this to be impossible is Fred Brooks’ 1975 book The Mythical Man-Month, in which he declares that “adding more programmers to a late software project makes it later,” and indeed this has proven largely true over the decades. Aided by a domain-driven code generator that quickly creates database and API code, Parallel Agile (PA) achieves significant schedule compression using parallelism: as many developers as necessary can independently and concurrently develop the scenarios from initial prototype through production code. Projects can scale by elastic staffing, rather than by stretching schedules for larger development efforts. Schedule compression with a large team of developers working in parallel is analogous to hardware acceleration of compute problems using parallel CPUs. PA has some similarities with and differences from other Agile approaches. Like most Agile methods, PA "gets to code early" and uses feedback from executable software to drive requirements and design. PA uses technical prototyping as a risk-mitigation strategy, to help sanity-check requirements for feasibility, and to evaluate different technical architectures and technologies. Unlike many Agile methods, PA does not support "design by refactoring," and it doesn't drive designs from unit tests. Instead, PA uses a minimalist UML-based design approach (Agile/ICONIX) that starts out with a domain model to facilitate communication across the development team, and partitions the system along use case boundaries, which enables parallel development. Parallel Agile is fully compatible with the Incremental Commitment Spiral Model (ICSM), which involves concurrent effort of a systems engineering team, a development team, and a test team working alongside the developers. The authors have been researching and refining the PA process for several years on multiple test projects that have involved over 200 developers. The book’s example project details the design of one of these test projects, a crowdsourced traffic safety system.


Developing Data Migrations and Integrations with Salesforce

Developing Data Migrations and Integrations with Salesforce
Author: David Masri
Publisher: Apress
Total Pages: 359
Release: 2018-12-18
Genre: Computers
ISBN: 1484242092

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Migrate your data to Salesforce and build low-maintenance and high-performing data integrations to get the most out of Salesforce and make it a "go-to" place for all your organization's customer information. When companies choose to roll out Salesforce, users expect it to be the place to find any and all Information related to a customer—the coveted Client 360° view. On the day you go live, users expect to see all their accounts, contacts, and historical data in the system. They also expect that data entered in other systems will be exposed in Salesforce automatically and in a timely manner. This book shows you how to migrate all your legacy data to Salesforce and then design integrations to your organization's mission-critical systems. As the Salesforce platform grows more powerful, it also grows in complexity. Whether you are migrating data to Salesforce, or integrating with Salesforce, it is important to understand how these complexities need to be reflected in your design. Developing Data Migrations and Integrations with Salesforce covers everything you need to know to migrate your data to Salesforce the right way, and how to design low-maintenance, high-performing data integrations with Salesforce. This book is written by a practicing Salesforce integration architect with dozens of Salesforce projects under his belt. The patterns and practices covered in this book are the results of the lessons learned during those projects. What You’ll Learn Know how Salesforce’s data engine is architected and why Use the Salesforce Data APIs to load and extract data Plan and execute your data migration to Salesforce Design low-maintenance, high-performing data integrations with Salesforce Understand common data integration patterns and the pros and cons of each Know real-time integration options for Salesforce Be aware of common pitfalls Build reusable transformation code covering commonly needed Salesforce transformation patterns Who This Book Is For Those tasked with migrating data to Salesforce or building ongoing data integrations with Salesforce, regardless of the ETL tool or middleware chosen; project sponsors or managers nervous about data tracks putting their projects at risk; aspiring Salesforce integration and/or migration specialists; Salesforce developers or architects looking to expand their skills and take on new challenges


Product Management Essentials

Product Management Essentials
Author: Aswin Pranam
Publisher: Apress
Total Pages: 179
Release: 2017-12-12
Genre: Computers
ISBN: 1484233034

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Gain all of the techniques, teachings, tools, and methodologies required to be an effective first-time product manager. The overarching goal of this book is to help you understand the product manager role, give you concrete examples of what a product manager does, and build the foundational skill-set that will gear you towards a career in product management. To be an effective PM in the tech industry, you need to have a basic understanding of technology. In this book you’ll get your feet wet by exploring the skills a PM needs in their toolset and cover enough ground to make you feel comfortable in a technical discussion. A PM is not expected to have the same level of depth or knowledge as a software engineer, but knowing enough to continue the conversation can be a benefit in your career in product management. A complete product manager will have a 360-degree understanding of user experience and how to craft beautiful products that are easy-to-use, with the end user in mind. You’ll continue your journey with a walk through basic UX principles and even go through the process of building a simple set of UI frames for a mock app. Aside from the technical and design expertise, a PM needs to master the social aspects of the role. Acting as a bridge between engineering, marketing, and other teams can be difficult, and this book will dive into the business and soft skills of product management. After reading Product Management Essentials you will be one of a select few technically-capable PMs who can interface with management, stakeholders, customers, and the engineering team. What You Will Learn Gain the traits of a successful PM from industry PMs, VCs, and other professionals See the day-to-day responsibilities of a PM and how the role differs across tech companies Absorb the technical knowledge necessary to interface with engineers and estimate timelines Design basic mocks, high-fidelity wireframes, and fully polished user interfaces Create core documents and handle business interactions Who This Book Is For Individuals who are eyeing a transition into a PM role or have just entered a PM role at a new organization for the first time. They currently hold positions as a software engineer, marketing manager, UX designer, or data analyst and want to move away from a feature-focused view to a high-level strategic view of the product vision.