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| can you use salesforce for project management: Executing Salesforce Projects Shamli Nimbaji Nikam, 2024-08-14 DESCRIPTION Salesforce, a powerful CRM platform, offers immense potential for businesses but requires skillful project execution to unlock its full value. For Salesforce professionals who want to improve their project management abilities, Executing Salesforce Projects is an indispensable reference. Every stage of the Salesforce project implementation process is covered in this comprehensive guide, from setup and planning, to deployment and post-launch optimization. It offers views on best practices for integration, techniques for customization, and successful stakeholder engagement. The book gives readers the tools they need to navigate complicated project issues and maximize the return on their Salesforce investments. It does this by providing step-by-step instructions and practical recommendations for different project phases, including project discovery sessions, development, testing, UAT, preparing for deployment, post-deployment support, training, and process optimizations. This book is perfect for project managers, IT professionals, and business analysts since it explains how to successfully apply theoretical knowledge to real-world situations in the context of any Salesforce project. KEY FEATURES ● Covers all project phases, from requirements to post-deployment support. ● Offers professional advice, insider tips, and strategies for successful Salesforce deployment. ● Useful for students, Salesforce professionals, architects, leads, project managers, and business analysts. WHAT YOU WILL LEARN ● Understand Salesforce project factors and key considerations for project managers. ● Learn foundational Salesforce knowledge, including object formation, relationships, and key terminologies. ● Configure sales and Service Cloud, set project goals, and understand the importance of Salesforce AppExchange. ● Master data migration strategies, quality assurance types, and integration with external systems. ● Develop tailored training approaches, execute deployment plans, and provide post-deployment support. WHO THIS BOOK IS FOR The purpose of this book is to assist architects, business analysts, project leads, and managers of Salesforce projects. This book is a great resource for professionals who are thinking about switching to Salesforce. Professionals or students learning project management techniques can benefit from this book. TABLE OF CONTENTS 1. Introduction to Salesforce 2. Project Planning and Preparation 3. SalesforceConfigurationandCustomization 4. Data Migration and Integration 5. Testing and Quality Assurance 6. User Training and Adoption 7. Deployment and Post-Implementation Case Study: Streamlining Online Subscription Renewal for SaaS Products at Nikam's |
| can you use salesforce for project management: Growth IQ Tiffani Bova, 2018-08-14 A WALL STREET JOURNAL BESTSELLER Do you know the best way to drive your company's growth? If not, it's time to boost your Growth IQ. Trying to find the one right move that will improve your business's performance can feel overwhelming. But, as you'll discover in Growth IQ, there are just ten simple--but easily misunderstood--paths to growth, and every successful growth strategy can be boiled down to picking the right combination and sequence of these paths for your current context. Tiffani Bova travels around the world helping companies solve their most vexing problem: how to keep growing in the face of stiff competition and a fast-changing business environment. Whether she's presenting to a Fortune 500 board of directors or brainstorming over coffee with a startup founder, Bova cuts through the clutter and confusion that surround growth. Now, she draws on her decades of experience and more than thirty fascinating, in-depth business stories to demonstrate the opportunities--and pitfalls--of each of the ten growth paths, how they work together, and how they apply to business today. You'll see how, for instance: * Red Bull broke Coca-Cola and PepsiCo's stranglehold on the soft drink market by taking the Customer Base Penetration path to establish a foothold with adventure sports junkies and expand into the mainstream. * Marvel transformed itself from a struggling comic book publisher into a global entertainment behemoth by using a Customer and Product Diversification strategy and shifting their focus from comic books to comic book characters in movies. * Starbucks suffered a brand crisis when they overwhelmed their customers with a Product Expansion strategy, and brought back CEO Howard Schultz to course-correct by returning to the Customer Experience path. Through Bova's insightful analyses of these and many other case studies, you'll see why it can be a mistake to imitate strategies that worked for your competitors, or rely on strategies that worked for you in the past. To grow your company with confidence, you first need to grow your Growth IQ. |
| can you use salesforce for project management: High-Profit Selling Mark HUNTER, 2012-02-14 In the high-pressure quest to make a sale, acquire a contract, and beat out other bidders, sales professionals frequently resort to cutting prices, offering discounts, or making other concessions that cut into their operating marginsùshort-term strategies that are destructive to the long-term sustainability of their business. High-Profit Selling helps readers understand that their sales goal shouldn't simply be to sell more, but to sell more at a higher priceàand that success comes only to those focused on ôprofitable sales.ö This eye-opening book shows readers how to: Avoid negotiating ò Actively listen to customers ò Match the benefits of their product or service with the customer's needs and pains ò Confidently communicate value ò Successfully execute a price increase with existing customers ò Ensure prospects are serious and not shopping for price Too many salespeople believe that a sale at any price is better than no sale at all. This powerful guide helps move readers toward a profit-centered approach that will strength en their relationships and increase their bottom line. |
| can you use salesforce for project management: Building Products for the Enterprise Blair Reeves, Benjamin Gaines, 2018-03-09 If you’re new to software product management or just want to learn more about it, there’s plenty of advice available—but most of it is geared toward consumer products. Creating high-quality software for the enterprise involves a much different set of challenges. In this practical book, two expert product managers provide straightforward guidance for people looking to join the thriving enterprise market. Authors Blair Reeves and Benjamin Gaines explain critical differences between enterprise and consumer products, and deliver strategies for overcoming challenges when building for the enterprise. You’ll learn how to cultivate knowledge of your organization, the products you build, and the industry you serve. Explore why: Identifying customer vs user problems is an enterprise project manager’s main challenge Effective collaboration requires in-depth knowledge of the organization Analyzing data is key to understanding why users buy and retain your product Having experience in the industry you’re building products for is valuable Product longevity depends on knowing where the industry is headed |
| can you use salesforce for project management: The Spec Shaman Ron Blank, Craig Haney, Brad Blank, 2018-06-20 |
| can you use salesforce for project management: Managing Oneself Peter Ferdinand Drucker, 2008-01-07 We live in an age of unprecedented opportunity: with ambition, drive, and talent, you can rise to the top of your chosen profession regardless of where you started out. But with opportunity comes responsibility. Companies today aren't managing their knowledge workers careers. Instead, you must be your own chief executive officer. That means it's up to you to carve out your place in the world and know when to change course. And it's up to you to keep yourself engaged and productive during a career that may span some 50 years. In Managing Oneself, Peter Drucker explains how to do it. The keys: Cultivate a deep understanding of yourself by identifying your most valuable strengths and most dangerous weaknesses; Articulate how you learn and work with others and what your most deeply held values are; and Describe the type of work environment where you can make the greatest contribution. Only when you operate with a combination of your strengths and self-knowledge can you achieve true and lasting excellence. Managing Oneself identifies the probing questions you need to ask to gain the insights essential for taking charge of your career. Peter Drucker was a writer, teacher, and consultant. His 34 books have been published in more than 70 languages. He founded the Peter F. Drucker Foundation for Nonprofit Management, and counseled 13 governments, public services institutions, and major corporations. |
| can you use salesforce for project management: Salesforce End-to-End Implementation Handbook Kristian Margaryan Jorgensen, Tameem Bahri, 2023-03-10 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. |
| can you use salesforce for project management: Developing Data Migrations and Integrations with Salesforce David Masri, 2018-12-18 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 |
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| can you use salesforce for project management: Salesforce Data Architecture and Management Ahsan Zafar, 2021-07-30 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. |
| can you use salesforce for project management: Apex Design Patterns Jitendra Zaa, Anshul Verma, 2016-04-27 Harness the power of Apex design patterns to build robust and scalable code architectures on the Force.com platform About This Book Apply Creational, Structural and behavioural patterns in Apex to fix governor limit issues. Have a grasp of the anti patterns to be taken care in Apex which could have adverse effect on the application. The authors, Jitendra Zaa is a salesforce MVP and Anshul Verma has 12+ years of experience in the area of application development. Who This Book Is For If you are a competent developer with working knowledge of Apex, and now want to deep dive into the world of Apex design patterns to optimize the application performance, then this book is for you. Prior knowledge of Salesforce and Force.com platform is recommended. What You Will Learn Apply OOPs principal in Apex to design a robust and efficient solution to address various facets to a business problem Get to grips with the benefits and applicability of using different design patterns in Apex Solve problems while instantiating, structuring and giving dynamic behavior to Apex classes Understand the implementation of creational, structural, behavioral, concurrency and anti-patterns in your application Follow the Apex best practices to resolve governor limit issues Get clued up about the Inheritance, abstract classes, polymorphism in Apex to deal with the object mechanism Master various design patterns and determine the best out of them Explore the anti patterns that could not be applied to Apex and their appropriate solutions In Detail Apex is an on-demand programming language providing a complete set of features for building business applications – including data models and objects to manage data. Apex being a proprietor programming language from Salesforce to be worked with multi tenant environment is a lot different than traditional OOPs languages like Java and C#. It acts as a workflow engine for managing collaboration of the data between users, a user interface model to handle forms and other interactions, and a SOAP API for programmatic access and integration. Apex Design Patterns gives you an insight to several problematic situations that can arise while developing on Force.com platform and the usage of Design patterns to solve them. Packed with real life examples, it gives you a walkthrough from learning design patterns that Apex can offer us, to implementing the appropriate ones in your own application. Furthermore, we learn about the creational patterns that deal with object creation mechanism and structural patterns that helps to identify the relationship between entities. Also, the behavioural and concurrency patterns are put forward explaining the communication between objects and multi-threaded programming paradigm respectively. We later on, deal with the issues regarding structuring of classes, instantiating or how to give a dynamic behaviour at a runtime, with the help of anti-patterns. We learn the basic OOPs principal in polymorphic and modular way to enhance its capability. Also, best practices of writing Apex code are explained to differentiate between the implementation of appropriate patterns. This book will also explain some unique patterns that could be applied to get around governor limits. By the end of this book, you will be a maestro in developing your applications on Force.com for Salesforce Style and approach This book is a step-by-step guide, complete with well-tested programs and real world situations to solve your common occurring problems in Apex design by using the anti-patterns. It gets crackling from exploring every appropriate solution to comparing the best one as per OOps principal. |
| can you use salesforce for project management: The Salesforce Career Playbook Martin Gessner, 2020-10-29 This book is the missing link ... and should be required reading for anyone looking to launch or grow a career within the Salesforce ecosystem. -Selina Suarez, Executive director/founder, PepUp Tech In the next two years, an estimated 3.3 million jobs in the Salesforce ecosystem will open, and one of them could be yours. But how can you sort through all these jobs-administrators, architects, analysts, developers, consultants-and find the one that is right for you? And how do you package yourself to win the job position?Martin Gessner, author of The Salesforce Career Playbook, is known in the Salesforce community for his highly regarded Salesforce credentials training. He has helped thousands of Salesforce professionals learn Salesforce, develop their careers, and prepare for certifications.Now, he has written the definitive guide to starting your Salesforce career, and moving up the ladder. From the Back Cover Packed with case studies and advice from people in the trenches of a Salesforce career, The Salesforce Career Playbook will help you: Find job opportunities and showcase your skills so that you land a job...and not just any old job, but the right job that is best suited to your personality, skills, and lifestyle preferences. Sort through the different careers available, and see a day-in-the-life of real Salesforce professionals working in these jobs.Learn insider tips and strategies for developing and growing your career once you have joined the Salesforce ecosystem.Regardless of whether you have a master's degree in information technology or no formal education beyond eighth grade, you can earn a more-than-competitive wage and move up the ladder in a Salesforce-related career, and jobs are available for techies and not-techies alike. Editorial Reviews I wish I had read The Salesforce Career Playbook six years ago when I did my transition into the Salesforce ecosystem.-Sergey Erlikh, MVP and solution architect People don't put in enough time thinking about their careers. You can't just work hard and hope everything works out okay. You have to proactively plan your short- and long-term career, which is why I recommend studying Martin's Salesforce Career Playbook!-David Liu, Salesforce technical architect, Salesforce MVP I love the advice from all the people already working in Salesforce, from the nuts and bolts of landing the first job to the high-level advice for finding the right trajectory.-Christine Marshall, MVP and Salesforce administratorWhether you are a newbie, a career-changer, or advancing in your career, this book will help you find and take the next step.-Ben Duncombe, Director and Salesforce recruitment specialist at Talent Hub, a Salesforce recruitment firm There's much more to being a successful Salesforce professional than simply accumulating Trailhead badges and Salesforce certifications. This book sheds light on some of the other critical elements (and skills) needed for career success.-David Giller, Salesforce Consultant & Trainer, CEO at Brainiate This book is about finding your home in Salesforce-and not just any home, but the right home. It's about figuring out who you are as a person and making sure you align your career with what you want out of life. -Anna Loughnan, CRM product lead, community group leader, Salesforce MVP An excellent read for those navigating their Salesforce careers! Packed with tips for positioning yourself and getting hired. -Stuart Smith, Co-founder and director of SaaSpeople, a Salesforce recruitment firm This book should be required reading for anyone interested in starting or advancing their career in Salesforce. -Vickie Jeffery, Salesforce MVP, technology manager, Ausure, one of Australia's largest insurance broking companies |
| can you use salesforce for project management: Project Management Step by Step Richard Newton, 2016-09-12 |
| can you use salesforce for project management: Software Project Management for Distributed Computing Zaigham Mahmood, 2017-04-04 This unique volume explores cutting-edge management approaches to developing complex software that is efficient, scalable, sustainable, and suitable for distributed environments. Practical insights are offered by an international selection of pre-eminent authorities, including case studies, best practices, and balanced corporate analyses. Emphasis is placed on the use of the latest software technologies and frameworks for life-cycle methods, including the design, implementation and testing stages of software development. Topics and features: · Reviews approaches for reusability, cost and time estimation, and for functional size measurement of distributed software applications · Discusses the core characteristics of a large-scale defense system, and the design of software project management (SPM) as a service · Introduces the 3PR framework, research on crowdsourcing software development, and an innovative approach to modeling large-scale multi-agent software systems · Examines a system architecture for ambient assisted living, and an approach to cloud migration and management assessment · Describes a software error proneness mechanism, a novel Scrum process for use in the defense domain, and an ontology annotation for SPM in distributed environments · Investigates the benefits of agile project management for higher education institutions, and SPM that combines software and data engineering This important text/reference is essential reading for project managers and software engineers involved in developing software for distributed computing environments. Students and researchers interested in SPM technologies and frameworks will also find the work to be an invaluable resource. Prof. Zaigham Mahmood is a Senior Technology Consultant at Debesis Education UK and an Associate Lecturer (Research) at the University of Derby, UK. He also holds positions as Foreign Professor at NUST and IIU in Islamabad, Pakistan, and Professor Extraordinaire at the North West University Potchefstroom, South Africa. |
| can you use salesforce for project management: Business Driven PMO Success Stories Mark Price Perry, 2013-01-13 Business Driven PMO Success Stories was written by and with over two dozen contributing authors from the worldwide project management and project management office (PMO) community. It offers executives, managers, and all those involved in the projects of the organization, an understanding of the value a PMO can provide, the knowledge they need to determine the purpose of their PMO, and how to craft a PMO best suited to fulfill that purpose. |
| can you use salesforce for project management: The Complete Software Project Manager Anna P. Murray, 2016-01-25 Your answer to the software project management gap The Complete Software Project Manager: From Planning to Launch and Beyond addresses an interesting problem experienced by today's project managers: they are often leading software projects, but have no background in technology. To close this gap in experience and help you improve your software project management skills, this essential text covers key topics, including: how to understand software development and why it is so difficult, how to plan a project, choose technology platforms, and develop project specifications, how to staff a project, how to develop a budget, test software development progress, and troubleshoot problems, and what to do when it all goes wrong. Real-life examples, hints, and management tools help you apply these new ideas, and lists of red flags, danger signals, and things to avoid at all costs assist in keeping your project on track. Companies have, due to the nature of the competitive environment, been somewhat forced to adopt new technologies. Oftentimes, the professionals leading the development of these technologies do not have any experience in the tech field—and this can cause problems. To improve efficiency and effectiveness, this groundbreaking book offers guidance to professionals who need a crash course in software project management. Review the basics of software project management, and dig into the more complicated topics that guide you in developing an effective management approach Avoid common pitfalls by perusing red flags, danger signals, and things to avoid at all costs Leverage practical roadmaps, charts, and step-by-step processes Explore real-world examples to see effective software project management in action The Complete Software Project Manager: From Planning to Launch and Beyond is a fundamental resource for professionals who are leading software projects but do not have a background in technology. |
| can you use salesforce for project management: Advanced Project Management Harold Kerzner, 2003-12-01 ADVANCED PROJECT MANAGEMENT AUTHORITATIVE STRATEGIES FOR IMPLEMENTING PROJECT MANAGEMENT Senior managers at world-class corporations open their office doors to discuss case studies that demonstrate their thought processes and actual strategies that helped them lead their companies to excellence in project management in less than six years! Following the Project Management Institute’s Body of Knowledge (PMBOK®), industry leaders address: Project risk management Project portfolio management The Project Office Project management multinational cultures Integrated project teams and virtual project teams |
| can you use salesforce for project management: Project Managers at Work Bruce Harpham, 2017-08-28 Read 25 in-depth, candid interviews with notable project managers. Discover how project managers work, what they do, how they adapt and make decisions, how they inspire and motivate others, what career lessons and advice they can share, and how they landed their current jobs either as project managers or in more senior positions thanks to their success as project managers. Most of the project managers featured in this book—together with a selection of program managers, executives, entrepreneurs, and CEOs with project management backgrounds and responsibilities—work in the technology sector, but many work in other industries, including banking and financial services, consulting, aerospace, energy, and transportation. Bruce Harpham, PMP—a project management career advisor and journalist—has chosen interviewees who range across the spectrum of company size and maturity and of individual career stages—from CEOs who were formerly project managers (such as Mavenlink’s Ray Grainger); to founders of project management consulting firms (such as Tramore’s Tom Atkins); to project managers at the world’s leading tech giants (such as IBM’s Bob Tarne, Google’s Michael Lubrano, Apple’s Seth J. Gillespie, and Cisco’s Hassan Osman), in the space industry (such as NASA’s David Woerner, Canadian Space Agency’s Isabelle Tremblay and EUMETSAT’s Hilary Wilson), in financial services (such as TD Bank’s Ilana Sprongl and Ontario Municipal Employees Retirement System’s Annette Lyjak), and at transportation companies (such as Amtrak’s Sarina Arcari). What You'll Learn Practicing project managers and engineers and graduates who aspire to become project managers will learn from the mouths of seasoned exponents at the top of their profession: Break into project management, cultivate leadership skills, and influence higher-ups Win assignments to manage career-advancing projects and ace deliveries Avoid pitfalls and recover from operational failures and managerial mistakes Manage the distractions and pressures of project work successfully while maintaining high morale Discover the books, courses, and development strategies they used to make it to the top Who This Book Is For Practicing project managers—including the half million PMI members required to pursue continuing education to maintain certification. The secondary readership is engineers, career-changers, and recent graduates who aspire to become project managers. |
| can you use salesforce for project management: Project Management for Banks Dan Bonner, 2021-09-14 Project management processes have been intertwined within every fabric of human evolution including advances in communication, farming, construction, medicine, law, architecture, physics, and economics to name a few. At each evolutionary stage, there was a project manager who was studying the how and why of everything, trying new techniques, and documenting trials, errors and successes until a specific craft was mastered, thrusting progress forward in an upward trajectory that has been carved into human history. There are countless books and articles that focus on the practice of project management. What makes this book different is the focus placed largely on the project management processes for United States (U.S) bankers. This book starts with a look at the historical progression of project management processes but quickly focuses the material on project management processes for bankers, heavily leaning towards project managers in United States (U.S.) banks. The book also looks at the bank regulatory agencies that govern U.S. banks, regulations critical to the U.S banking system, and concludes with an overview of U.S. banking technologies and the management of a U.S. banking customer call center. The book provides a comprehensive perspective on the U.S. banking project management processes, the regulatory agencies that govern and influence those processes, how technology, and more specifically, the development and use of artificial intelligence, will create a shift in the evolutionary trajectory of U.S. banking practices, and how U.S. banking project management practices will be at the core of how quickly and how successfully this evolution unfolds. |
| can you use salesforce for project management: Hands-On Low-Code Application Development with Salesforce Enrico Murru, 2020-10-16 Explore a wide range of low-code tools in the Salesforce platform for building customized CRM applications without writing any code Key FeaturesCreate apps with a rich user experience without paying for costly developersLeverage Salesforce Lightning Platform’s declarative features to build professional-grade applicationsImprove productivity with business process automation using Workflow, Process Builder, and FlowBook Description Low-code platforms allow users to focus on business logic to create solutions without getting trapped in programming complexities. Thanks to its powerful features for designing, developing, and deploying apps without having to hand-code, Salesforce is at the forefront of the low-code development revolution. This book will guide you in building creative applications for solving your business problems using the declarative framework provided by Salesforce. You’ll start by learning how to design your business data model with custom objects, fields, formulas, and validation rules, all secured by the Salesforce security model. You’ll then explore tools such as Workflow, Process Builder, Lightning Flow, and Actions that will help you to automate your business processes with ease. This book also shows you how to use Lightning App Builder to build personalized UIs for your Salesforce applications, explains the value of creating community pages for your organization, and teaches you how to customize them with Experience Builder. Finally, you'll work with the sandbox model, deploy your solutions, and deliver an effective release management strategy. By the end of this Salesforce book, you’ll be ready to customize Salesforce CRM to meet your business requirements by creating unique solutions without writing a single line of code. What you will learnGet to grips with the fundamentals of data modeling to enhance data qualityDeliver dynamic configuration capabilities using custom settings and metadata typesSecure your data by implementing the Salesforce security modelCustomize Salesforce applications with Lightning App BuilderCreate impressive pages for your community using Experience BuilderUse Data Loader to import and export data without writing any codeEmbrace the Salesforce Ohana culture to share knowledge and learn from the global Salesforce communityWho this book is for If you are a citizen developer, business analyst, Salesforce administrator, or anyone interested in developing applications or solutions for business problems but lack technical knowledge, this book is for you. No prior programming experience is required. |
| can you use salesforce for project management: Salesforce Lightning Platform Enterprise Architecture Andrew Fawcett, 2019-11-04 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. |
| can you use salesforce for project management: PMP: Project Management Professional Exam Study Guide Kim Heldman, 2018-02-05 NOTE: The book included the incorrect URL to access the online test banks provided with the purchase of this book. The correct URL is: www.wiley.com/go/sybextestprep. The ultimate PMP preparation and self-study experience, updated to align with the new PMBOK® Guide, 6th Edition The PMP: Project Management Professional Exam Study Guide, Ninth Edition, provides comprehensive review for the Project Management Institute's (PMI) PMP certification exam. This new ninth edition has been completely revised to align with the latest version of the exam, which includes new tasks that reflect changes to best practices, the role of the project manager, and the growing importance of agile and other adaptive and iterative practices. Detailed discussion draws from the latest A Guide to the Project Management Body of Knowledge (PMBOK® Guide), 6th edition, to provide the most up-to-date information on critical topics, while hands-on exercises provide insight on real-world implementation. Receive one year of free access to the Sybex online interactive learning environment, to help you prepare with superior study tools, rigorous chapter tests, and two practice exams that allows you to gauge your readiness and avoid surprises on exam day. The PMP certification is arguably the most desired skill in the IT marketplace, but its reach extends into a variety of other industries. Candidates must have extensive project management experience to qualify, but comprehensive study materials, aligned with the PMBOK® Guide Sixth Edition, are essential to success on the exam. This study guide provides everything you need to ensure thorough preparation and full exam-day confidence. Study 100% of the objectives for the latest PMP exam Practice applying PMP concepts to real-world scenarios Test your understanding with comprehensive review questions Access online chapter tests, practice exams, electronic flashcards, and more Companies are demanding more of project managers than ever before: skills in technical management, leadership, strategic management, and business management make you more competitive, and the PMP exam reflects their increasing relevance in a rapidly-evolving field. When you're ready to take the next step for your career, the PMP: Project Management Professional Exam Study Guide, Ninth Edition, is your ideal companion for ultimate PMP preparation. To register for access to the online test banks included with the purchase of this book, please visit: www.wiley.com/go/sybextestprep. |
| can you use salesforce for project management: Computerworld , 2003-06-16 For more than 40 years, Computerworld has been the leading source of technology news and information for IT influencers worldwide. Computerworld's award-winning Web site (Computerworld.com), twice-monthly publication, focused conference series and custom research form the hub of the world's largest global IT media network. |
| can you use salesforce for project management: Strategic Planning for Project Management Using a Project Management Maturity Model Harold Kerzner, 2002-03-14 It has often been said that 'to improve, one must be prepared to measure the improvement' and 'one must inspect what one expects.' The Kerzner Project Management Maturity Model has provided this tangible measure of maturity. The rest is up to a company to set the expectations and to inspect the results.--Bill Marshall, Nortel Global Project Process Standards (from the Foreword) Strategic planning for project management-a proven model for assessment and continuous improvement Harold Kerzner's landmark Project Management has long been the reference of choice for outstanding coverage of the basic principles and concepts of project management. Now, with the Project Management Maturity Model (PMMM) detailed in this new book, Kerzner has developed a unique, industry-validated tool for helping companies assess their progress in integrating project management throughout their organization. Strategic Planning for Project Management Using a Project Management Maturity Model begins by examining the principles of strategic planning and how they relate to project management. The second part of the book introduces the PMMM, detailing the five different levels of development for achieving maturity, along with benchmarking instruments for measuring an organization's progress along the maturity curve. These assessment tools can easily be customized to suit individual companies-a particularly valuable feature of the model. Offering vital guidance for making project management a strategic tool for competitive advantage, this book helps managers, engineers, project team members, business consultants, and others build a powerful foundation for company improvement and excellence. |
| can you use salesforce for project management: Project Management Essentials, Second Edition Kathryn N. Wells, Timothy J. Kloppenborg, 2018-10-22 Project management is a critical skill across a broad range of disciplines. Yet most people, regardless of educational background, have never received training in how to plan, manage, and execute projects. Project Management Essentials, Second Edition, is the go-to book for tried and true project management skills combined with the most current ideas from Agile in a concise, up-to-date, user-friendly format. It follows the project life cycle and provides several ready-to-use templates. Readers can use this book to plan and manage a project from start to finish or as a reference for help with one particular component of project management. Alongside each template is a brief description of what each template is and why it is useful, with an example to illustrate it. |
| can you use salesforce for project management: Emerging Debates in the Construction Industry Ernest Kissi, Clinton Aigbavboa, Didibhuku Wellington Thwala, 2023-05-09 This book provides readers with an insightful understanding of the various emerging issues in the construction industry, especially in the area associated with United Nations developmental goals, 4th Industrial Revolution, Health and Safety, Sustainability, Skills and Capacity development. The need for all practitioner to understand growing issues surrounding the various evolving concepts or technologies in the construction industry remain critical to stakeholders if any meaningful gains are expected. This book explains the importance of inclusion, health and safety, skills development, collaboration, pandemics, the fourth industrial revolution, capacity building, and green finance, among others. Thus, it provides an in-depth understanding of the issues mentioned in developed and developing countries for construction professionals, researchers, educators, and other stakeholders. The book can be adopted as a research guide, framework, and reference on the emerging concepts in construction practices. |
| can you use salesforce for project management: How to Make Money Online Using ChatGPT GURMEET SINGH DANG, How to Make Money Online Using ChatGPT eBook is also copyrighted by the Copyright department. This book contains over 25 chapters filled with powerful insights on how you can use ChatGPT to start earning money online. You'll also explore various related fields that can help expand your online income opportunities. Discover the secrets to generating online income with the revolutionary power of ChatGPT! In How to Make Money Online Using ChatGPT, you'll explore innovative strategies and practical steps to harness AI technology for financial success. This comprehensive guide covers everything you need to know, from understanding and setting up ChatGPT to creating engaging content and automating customer interactions. Learn how to write and publish e-books, enhance customer support, and develop personalized marketing campaigns that convert prospects into loyal customers. Delve into educational opportunities by developing webinars and online courses, and offer AI-powered consulting and coaching services. Explore advanced applications of ChatGPT in e-commerce, boosting your online store’s efficiency and sales, and managing investments with AI-driven financial advice. Gain insights from real-life success stories of entrepreneurs who have achieved remarkable results by leveraging ChatGPT. Stay ahead with the latest trends and prepare for future advancements in AI that can impact your online business. Understand the ethical and legal considerations to ensure responsible AI use and compliance with legal standards. Whether you're an entrepreneur, freelancer, or someone looking to create additional income streams, How to Make Money Online Using ChatGPT provides the essential tools and knowledge to achieve financial freedom. Embrace the future of AI and transform your online business with this ultimate guide to leveraging ChatGPT for success. |
| can you use salesforce for project management: Microsoft Certified: Microsoft 365 Fundamentals (MS-900) Cybellium, Welcome to the forefront of knowledge with Cybellium, your trusted partner in mastering the cutting-edge fields of IT, Artificial Intelligence, Cyber Security, Business, Economics and Science. Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com |
| can you use salesforce for project management: The Complete Obsolete Guide to Generative AI David Clinton, 2024-08-20 The last book on AI you’ll ever need. We swear! AI technology moves so fast that this book is probably already out of date! But don’t worry—The Complete Obsolete Guide to Generative AI is still an essential read for anyone who wants to make generative AI into a tool rather than a toy. It shows you how to get the best out of AI no matter what changes come in the future. You’ll be able to use common automation and scripting tools to take AI to a new level, and access raw (and powerful) GPT models via API. Inside The Complete Obsolete Guide to Generative AI you will find: • Just enough background info on AI! What an AI model is how it works • Ways to create text, code, and images for your organization's needs • Training AI models on your local data stores or on the internet • Business intelligence and analytics uses for AI • Building your own custom AI models • Looking ahead to the future of generative AI Where to get started? How about creating exciting images, video, and even audio with AI. Need more? Learn to harness AI to speed up any everyday work task, including writing boilerplate code, creating specialized documents, and analyzing your own data. Push beyond simple ChatGPT prompts! Discover ways to double your productivity and take on projects you never thought were possible! AI—and this book—are here to show you how. Purchase of the print book includes a free eBook in PDF and ePub formats from Manning Publications. About the technology Everything you learn about Generative AI tools like Chat-GPT, Copilot, and Claude becomes obsolete almost immediately. So how do you decide where to spend your time—and your company’s money? This entertaining and unbelievably practical book shows you what you can (and should!) do with AI now and how to roll with the changes as they happen. About the book The Complete Obsolete Guide to Generative AI is a lighthearted introduction to Generative AI written for technology professionals and motivated AI enthusiasts. In it, you’ll get a quick-paced survey of AI techniques for creating code, text, images, and presentations, working with data, and much more. As you explore the hands-on exercises, you’ll build an intuition for how Generative AI can transform your daily work and communication—and maybe even learn how to make peace with your new robot overlords. What's inside • The big picture of Generative AI tools and tech • Creating useful text, code, and images • Writing effective prompts • AI-driven data analytics About the reader Written for developers, admins, and other IT pros. Some examples use simple Python code. About the author David Clinton is an AWS Solutions Architect, a Linux server administrator and a world-renowned expert on obsolescence. The technical editor on this book was Maris Sekar. Table of Contents 1 Understanding generative AI basics 2 Managing generative AI 3 Creating text and code 4 Creating with media resources 5 Feeding data to your generative AI models 6 Prompt engineering: Optimizing your experience 7 Outperforming legacy research and learning tools 8 Understanding stuff better 9 Building and running your own large language model 10 How I learned to stop worrying and love the chaos 11 Experts weigh in on putting AI to work A Important definitions and a brief history B Generative AI resources C Installing Python |
| can you use salesforce for project management: iPhone 3.0 Business Strategies For Dummies Joel Elad, Damien Stolarz, Aaron Nicholson, 2009-07-31 What the book covers: business models on the iPhone, including free apps for marketing, trial apps to entice users, advertising-sustained apps, and paid apps. The book discusses the pricing models prevalent on each type of application (games, fitness, utilities, and so on). The book provides a blueprint for the effect of competition, designing a business plan for the app store, assessing iPhone 3.0 business potential, and marketing your app. Series features: iPhone 3.0 Business Strategies For Dummies is written in the friendly, humorous, and easy-to-understand style that is the hallmark of the For Dummies brand. |
| can you use salesforce for project management: Braided Organizations Michel Zarka, Elena Kochanovskaya, William Pasmore, 2019-04-01 New digital technologies are changing the way organizations are designed and work is done. Companies that have seized this opportunity are finding that they can speed up innovation, enhance collaboration across boundaries, and enable greater commitment and creativity. This totally new approach for digitally-enabled collaboration doesn’t stop at the edge of an organization’s boundary but extends beyond it in space and time. We refer to these new ways of organizing as “braids” - an intertwined network of contributors with different capabilities, not controlled or managed by a formal hierarchy, who work together to invent ways to accomplish a common purpose in line with organization’s mission and strategy. Braids allow significant advantages over traditional, hierarchical, mechanistic and bounded ways of organizing. These include access to knowledge and capabilities that are key to achieving breakthrough levels of performance; improved coordination among individuals and groups performing interdependent tasks; increased organizational agility; enhanced knowledge-processing as experts contribute more directly to the most important technical and strategic decisions; and greater motivation, as people team together to leverage their capabilities to innovate and accelerate performance. Learning from the trailblazing experimentation of companies like Airbus, Procter & Gamble, Red Hat, and Dassault Systèmes, this book outlines how to approach designing braided organizations for a variety of purposes, such as enhancing open innovation or enabling greater supply chain adaptability in order to respond to changing customer demands. In the past, human limitations have restricted the ways we organize companies for growth. Today, there’s no excuse for allowing the organizational chart as it’s currently drawn to constrain possibilities for improved performance and innovation. |
| can you use salesforce for project management: Information Systems Project Management David L. Olson, 2014-12-19 Information Systems Project Management addresses project management in the context of information systems. It deals with general project management principles, with focus on the special characteristics of information systems. It is based on an earlier text, but shortened to focus on essential project management elements.This updated version presents various statistics indicating endemic problems in completing information system projects on time, within budget, at designed functionality. While successful completion of an information systems project is a challenge, there are some things that can be done to improve the probability of project success. This book reviews a number of project management tools, including, developing organizational ability to work on projects, better systems analysis and design, project estimation, and project control and termination. |
| can you use salesforce for project management: The AI Revolution in Project Management Vijay Kanabar, 2023-12-08 In a world where technology is rapidly evolving, the fusion of project management and artificial intelligence stands at the forefront of innovation. The AI Revolution in Project Management delves deep into the transformative power of generative AI tools that promise to reshape industries, and revolutionize how we manage projects. Whether you're looking to build dynamic teams using AI, choose a project development approach, or monitor project performance, this book has got you covered. Each chapter provides insightful narratives and includes a supplemental Technical Guide that provides tips on using the AI technology. With case studies and prompts, the dialogues showcase AI in action, from stakeholder engagement to risk management. Dive in with experts who’ve spent countless hours using these AI tools in project scenarios to offer a transparent view into generative AI-driven project management. In this book you'll learn: How to create prompts that generate meaningful and actionable insights tailored for your projects When to use AI to enhance decision-making, super-charge productivity, and elevate overall project efficiency Which generative AI models and plug-ins to use for specific project scenarios, ensuring seamless integration and maximum efficiency AI is not just a buzzword; it’s a tool reshaping how we manage projects and engage with stakeholders. - From the Foreward by Ricardo Viana Vargas, Ph.D. Ricardo is an experienced leader in global operations, project management, business transformation, and crisis management. As founder and managing director of Macrosolutions, a consulting firm with international operations in energy, infrastructure, IT, oil, and finance, he managed more than $20 billion in international projects in the past 25 years. Update As AI products continue to evolve, information published in this book may change. Please note that as of February 2024, there is a name change for Bing Chat and Bard Chat. Microsoft Bing Chat is now Copilot: https://copilot.microsoft.com/. Google Bard is now Gemini: https://gemini.google.com/. |
| can you use salesforce for project management: The AMA Handbook of Project Management Paul C. Dinsmore, Jeannette Cabanis-Brewin, 2018-11-13 This book is an essential resource that presents a state-of-the-art theory and process of project management. Packed with essays and insights from the field's top professionals,?this authoritative guide?is the resource professionals and students rely on for its practical guidance and big picture overview of the entire field: scheduling and budgeting, engaging stakeholders, measuring performance, managing multiple projects, resolving conflicts, using agile practices, and more. Whether you need advice keeping projects on track or help preparing for certification, this new edition explains every principle, process, and development. Revised to reflect the latest changes to A Guide to the Project Management Body of Knowledge?(PMBOK®),?the fifth edition includes new information on how to: Close the strategy-implementation gap Tap the power of digital transformation Navigate M&A environments Revise your methods for nonprofit settings Keep pace with your evolving role Filled with models, case studies, and in-depth solutions, The AMA Handbook of Project Management helps you master the discipline, overcome obstacles, and fast track your projects and career. |
| can you use salesforce for project management: Project Management Patrick Harper-Smith, Simon Derry, 2012-03-23 Effective managers now recognize that most operational activities aimed at achieving key team objectives can and should be considered projects and managed accordingly. Typically these projects will range from: complex operational tasks, one-off initiatives such as moving offices or installing a new IT system, to the development of new products and services. However, while many of the traditional project management principles still apply, most tools and techniques need to be adapted and simplified to make them relevant to modern businesses. For those that master these new skills, exciting career opportunities lie ahead that will accelerate functional managers into new areas. |
| can you use salesforce for project management: Project Management in Cloud Applications Pramod Chandra P. Bhatt, |
| can you use salesforce for project management: Using the Project Management Maturity Model Harold Kerzner, 2011-11-29 Updated for today's businesses-a proven model FOR assessment and ongoing improvement Using the Project Management Maturity Model, Second Edition is the updated edition of Harold Kerzner's renowned book covering his Project Management Maturity Model (PMMM). In this hands-on book, Kerzner offers a unique, industry-validated tool for helping companies of all sizes assess and improve their progress in integrating project management into every part of their organizations. Conveniently organized into two sections, this Second Edition begins with an examination of strategic planning principles and the ways they relate to project management. In the second section, PMMM is introduced with in-depth coverage of the five different levels of development for achieving maturity. Easily adaptable benchmarking instruments for measuring an organization's progress along the maturity curve make this a practical guide for any type of company. Complete with an associated Web site packed with both teaching and learning tools, Using the Project Management Maturity Model, Second Edition helps managers, engineers, project team members, business consultants, and others build a powerful foundation for company improvement and excellence. |
| can you use salesforce for project management: Strategic Integration of Social Media into Project Management Practice Silvius, Gilbert, 2016-02-02 The functionality of social networking platforms has caused such technologies to become an integral part of modern society. Once limited to only personal purposes, the use of these platforms within organizations has seen significant growth in recent years. Strategic Integration of Social Media into Project Management Practice is an authoritative reference source for the latest research on benefits and challenges presented by the integration of online social networks in the project development process. Highlighting relevant perspectives on team communication, effective collaboration, and stakeholder engagement, this book is an essential resource for project managers, researchers, graduate-level students, and practitioners interested in the innovative uses of social media in professional settings. |
| can you use salesforce for project management: Digital Marketing Excellence Dave Chaffey, PR Smith, 2022-07-22 Now in its sixth edition, the hugely popular Digital Marketing Excellence is a practical guide to creating and executing integrated digital marketing plans, combining established approaches to marketing planning with the creative use of new digital models and digital tools. Written by two highly experienced digital marketing consultants, the book shows you how to: Draw up an outline integrated digital marketing plan Evaluate and apply digital marketing principles and models Integrate online and offline communications Implement customer-driven digital marketing as part of digital transformation Reduce costly trial and error Measure and enhance your digital marketing Learn best practices for reaching and engaging your audiences using the key digital marketing platforms. This new edition has been streamlined to seamlessly integrate the latest developments in digital analytics, ethics and privacy, Predictive Analytics, Machine Learning and Artificial Intelligence. Including new international case studies and up-to-date examples throughout, this book cuts through the jargon to show marketers how to leverage data and digital technologies to their advantage. Offering a highly structured and accessible guide to a critical and far-reaching subject, Digital Marketing Excellence, 6th edition, provides a vital reference point for all digital marketing students, and managers involved in digital marketing strategy and implementation. Online resources have been fully updated for the new edition and include a new set of PowerPoint slides and a full test bank of questions and exercises. |
| can you use salesforce for project management: Do Epic Stuff! René Esteban, 2020-04-08 Reach out for that big goal! The methods of change management are outdated – today focus and inspiration matter the most. René Esteban shows leaders how to help their team to give their all for an attractive goal, how to keep it in sight against all odds, and how to work towards it with zeal and enthusiasm. René mixes his own tried and tested experiences from the corporate world with surprisingly effective psychological methods. Do Epic Stuff explains how leaders develop the kind of outstanding team which will be at the foundation of future organizations. There is nothing more attractive than a goal full of purpose, which makes everyone move in the same direction. The insights from this book will be the tools for your great breakthrough success as a leader! Top executives from the likes of Allianz, BMW, E.ON, and Deutsche Telekom contribute their expert knowledge on how to inspire teams and how to help them reach that big audacious goal. »Inspiring and focused. René Esteban showcases that achieving epic business goals is possible.« Brian Tracy, Author of the New York Times Bestseller »Eat That Frog« |
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