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[PDF File]Trailhead Certification Agreement
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Program Candidate (“You,” “Your,” or “Candidate”), and sets forth the terms and conditions that govern your participation in the Salesforce Credential Program (“Program”). IF YOU DO NOT WISH TO BE BOUND BY THIS AGREEMENT OR DO NOT AGREE TO THE TERMS AND CONDITIONS SET FORTH HEREIN, DO NOT ACCEPT THE TERMS AND

[PDF File]Salesforce Trademark and Copyright Usage Guidelines
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As much as practicable, you should use Salesforce's trademarks as adjectives, followed by the generic category name of the product or service each mark modifies, e.g., the Force.com platform or the Chatter service. Please do not use Salesforce's trademarks as nouns or verbs.

Sandbox Management Best Practices - Salesforce
1. What funcons do you need to perform in each sandbox? 2. How often do you need to refresh the sandbox? 3. Do you need to test against data, and if so how much? 4. Do you need to test against integratoi ns? 5. Who w need acl cess to each sandbox? 6. What mgraton tools w yl ou use?

[PDF File]GETTING TO KNOW SALESFORCE ESSENTIALS
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Salesforce Inbox are designed to help you do business anywhere, anytime. Scale as you grow. Scale as you grow. Because Salesforce is built for companies of all sizes, you’ll never outgrow your CRM. It comes with the marketing and customer service tools you need to …

How do I insert new Products, Price Books and ... - Salesforce
How do I create and activate a Product Price Book? Step 1 - SET UP Price Books in Salesforce.com. Usually there are only a small finite set of price books, therefore this action can be done directly in the application. If you choose to use the AppExchange Data Loader, use the ﬁPriceBook2ﬂ table. 1. In SFDC click on the Products Tab. 2.

[PDF File]Clean Up Custom Fields
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show you how to use the Field Footprint app and Salesforce Optimizer to monitor your custom fields, and teach you our four-step clean-up process. You’ll learn best practices for managing custom fields effectively, so you can help your business stay focused on what really matters. What it can do for you • Increase information quality

[PDF File]Identify Your Salesforce Implementation Vision and Objectives
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IDENTIFY YOUR SALESFORCE IMPLEMENTATION VISION AND OBJECTIVES Establish your goals for a Salesforce implementation by defining your vision, identifying your current pain points, and creating user stories to paint a picture of what your organization wants, and why. Define Your Salesforce Implementation Project Vision

Salesforce for Small
Your Salesforce implementation won’t do you much good if you don’t know how to use it well. Make sure there is adequate training included in the project. A good rule of thumb is to have at least 10-15 percent of your implementation budget allocated for training.

Getting Started Implementation Guide
Getting Started Implementation Guide – Page 1 of 25 Step 1: Prepare One of the best investments you can make in your Salesforce CRM success is to have a clear plan. Just as you wouldn’t build a house without a blueprint, you don’t want to start using Salesforce CRM without a plan.

Salesforce CRM Getting Started Workbook
Use this worksheet to define which standard Salesforce reports match the business goals you defined earlier. If there isn’t a standard report, decide whether you want create a …

How do you use salesforce