Salesforce implementation guide

    • Step 1: Prepare for Success (watch the

      Define your goals in terms of the hoped-for solutions for each target group. Set the priority to help focus your Salesforce implementation efforts going forward. Think through the ways in which you would measure the achievement of these goals.

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    • Step 1: Prepare for Success - Help | Training | Salesforce

      Understand what you will use to measure the success of your Salesforce implementation across usage and data quality, user satisfaction and business performance. 1. Usage. and Data Quality. My. Usage/Data Quality Measures ... includes access to short 2-3 minute demonstration videos where experts guide you through completing baseline ...

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

      https://info.5y1.org/salesforce-implementation-guide_1_fb12dc.html

      The mobile application must guide the caretaker through every step of the check-in/check-out process. PMA 6. Provider Mobile Application. The mobile application must display full-time, part-time, hourly, full-time plus hourly rates, and the current copayment amount by child or by family. ... At the time of implementation, the Contractor must be ...

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    • Step 1: Prepare for Success

      Welcome to Salesforce! This workbook was designed to help you get off to a great start and fast track your deployment in 4 steps: Step 1: Prepare for Success - define your vision, inspire your team and plan your journey. Step 2: Create the User Experience - adapt Salesforce to enable and improve your business processes. Step 3:

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

      https://info.5y1.org/salesforce-implementation-guide_1_e93403.html

      Additional Salesforce module implementation services; and. Related Salesforce application configuration, deployment and management services that may include reporting databases, performance tuning and management, operational/ongoing cost reduction projects, end-user rollout/training and other Salesforce related activities.

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    • [DOCX File]Services RFP - Ohio

      https://info.5y1.org/salesforce-implementation-guide_1_bd3358.html

      PUCO Salesforce Systems Application – RFP 0A1280. ... design and implementation of a large-scale hardware and software rollout by a team of at least ten (10) IT professionals. ... Training Document or Guide or Contractor created Deliverable, work product, assumption, responsibility or activity are inconsistent or conflict with the Contract ...

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    • [DOCX File]Professional Growth – life on purpose

      https://info.5y1.org/salesforce-implementation-guide_1_0f8a20.html

      Change management and User adoption: The current CRM system has had a 0% end user adoption rate. It is currently used simply as an extension of Excel –as a tool to help the administrator/super user capture high level data as it is provided (through word of mouth, email, digging through individual calendars for meeting information, etc.), which in turn is used to create bi-weekly meeting reports.

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    • [DOCX File]YFC/USA Salesforce Solutions

      https://info.5y1.org/salesforce-implementation-guide_1_57e517.html

      Continuous Improvement – The Salesforce Base Box is a starting point, however, the sky is the limit with Salesforce. We have an agile development process in place that utilizes a Salesforce Consultant (Fostering LLC) and a group of YFC Chapters and key stakeholders that are constantly looking for ways to improve and/or refine Salesforce for YFC.

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    • Help | Training | Salesforce

      The Data.com Services – QuickStart service authorizes SFDC to assign a consultant to assist Customer on the implementation of purchased Data.com Services that interoperate with Customer’s salesforce.com CRM. The Data.com Services - QuickStart is not designed to be a comprehensive implementation.

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