Salesforce implementation best practices

    • [DOC File]SAMPLE RECORD RETENTION POLICY

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      The {Insert Title of Policy Administrator} (the “Administrator”) is the officer in charge of the administration of this Policy and the implementation of processes and procedures to ensure that the Record Retention Schedule is followed. The Administrator is also authorized to: make modifications to the Record Retention Schedule from time to time to ensure that it is in compliance with local ...

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    • [DOC File]Supplement 1: Salesforce Platform Managed Service

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      Access to Best Practices that the Offeror has developed with customers that result in rapid, high quality and low cost development of Salesforce applications and extensions while mitigating needs to customize the system; Commitment to Scalable, Upgradeable Solutions to ensure the State has access to current features/functionality and can pursue migrations and new service implementation in a ...

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    • [DOC File]Functional Requirements Document

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      The requirements trace ability matrix (RTM) provides a method for tracking the functional requirements and their implementation through the development process. Each requirement is included in the matrix along with its associated section number. As the project progresses, the RIM is updated to reflect each requirement’s status. When the product is ready for system testing, the matrix lists ...

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    • Salesforce

      Describe best practices and evaluate the appropriateness for implementation at individual programs/centers. Develop and utilize quality tools and benchmarks to monitor and continually evaluate their program’s performance. Education. The following sessions support our existing quality performance improvement initiatives [include details if appropriate] as we prepare for upcoming challenges ...

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    • [DOC File]Salesforce - Community Roundtable

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      Actionable sessions led by practitioners from brands that can share tangible best practices that we can apply to our business and inspiring keynotes that will invigorate me and reignite my passion and dedication to our company. Access to case studies and success stories that will help us create or justify our own strategies.

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    • 2- Discovery Questionnaire: Ryan INTERNAL (Draft Complete ...

      Technology governance: Salesforce has best practices and architectural standards for the use of Salesforce technology in building solutions. The starting point for any company is to use Salesforce’s best practices, but over a period of time, these are updated to meet each company's specific requirements and culture. Release cadence: To ensure high quality all solutions that run on the same ...

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    • [DOC File]Salesforce

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      The Trapeze User Conference is 3 full days of learning—best practices, hands-on training, and new innovations. It’s the one conference each year that brings together the entire community of Trapeze software experts. At a total cost of about $1,975, it's the most cost-effective way to ensure that we’re getting the most from our Trapeze investment and should result in immediate ROI. In ...

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    • [DOCX File]Salesforce - SAP Concur

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      Fusion 2016 is four full days of learning—best practices, hands-on training, networking and new innovations. It’s the one conference that brings together the entire community of Concur experts. At a total cost of about $2,400, it's the most cost-effective way to ensure that we’re getting the most from our Concur investment and should result in immediate ROI. In particular, I’d like to ...

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    • [DOCX File]UAT Test Plan Template

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      The current sign up process is long and tedious, not easy to customize and does not follow industry best practices. An optimal solution will make personal fundraising interesting and feel special to the donors/users while giving them opportunities to amplify the message.

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    • [DOC File]Salesforce - Trapeze Group

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      The Trapeze User Conference is 3 full days of learning—best practices, hands-on training, and new innovations. It’s the one conference each year that brings together the entire community of Trapeze software experts. It's the most cost-effective way to ensure that we’re getting the most from our Trapeze investment and should result in immediate ROI. In particular, I’d like to focus on ...

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