Salesforce configuration best practices
[DOCX File]JOB DESCRIPTION - Informa
https://info.5y1.org/salesforce-configuration-best-practices_1_126718.html
Proficiency with Salesforce.com configuration including creation of standard and custom objects and fields etc. Experience with enterprise API tools such as, DataLoader, Excel Connector, etc. is desirable. ... Strong knowledge of business processes and best practices.
Accelebrate
Salesforce Certified Service Cloud Consultant exam. Prerequisites. Students should have taken Accelebrate's . Salesforce Administration and Configuration in Lightning Experience. course or have equivalent experience with Salesforce administration and configuration, as demonstrated through successful completion of the
force.com
The Salesforce Administrator will be responsible for the executing on the day-to-day configuration, support, maintenance and improvement of our CRM platform. ... Strong understanding of Salesforce.com best practices and functionality. Strong data management abilities.
[DOCX File]UAT Test Plan Template
https://info.5y1.org/salesforce-configuration-best-practices_1_9f853b.html
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.
Duties and Responsibilities e.com
Basic Salesforce platform including both operational and security configuration options, differences between the different Salesforce user licensing types, in-depth knowledge of the granular level of permissions available for assignment within Salesforce, and methods of applying security at various levels within the platform.
[DOC File]The KCS Academy
https://info.5y1.org/salesforce-configuration-best-practices_1_345126.html
The two-day KCS Practices v5 workshop includes: Training on the KCS practices and techniques and KCS adoption best practices. Configuration tips to set up Salesforce Knowledge to optimize KCS benefits . A copy of the KCS Adoption Guide (just released by the KCS Academy) The exam for KCS Practices v5 Certification (a $450 USD value)
[DOC File]Supplement 1: Salesforce Platform Managed Service
https://info.5y1.org/salesforce-configuration-best-practices_1_20b077.html
4.6. Design, Configuration and Implementation Responsibilities 22. 4.7. Guiding Principles and Requirements: Configuration and Customization of Salesforce Objects 23. 4.8. Change Management/Communications and User Training (Minimum Requirements) 24. 4.9. Project Completion Activities and Final Documentation 24. 4.10. Salesforce Data Archive and ...
[DOCX File]JOB DESCRIPTION - Informa
https://info.5y1.org/salesforce-configuration-best-practices_1_0432d0.html
The gathering of requirements for existing and future SalesForce practices, processes and systems, across all end user functions. ... Proficiency with Salesforce.com configuration including creation of standard and custom objects and fields etc. ... Strong knowledge of business processes and best practices.
Step 1: Prepare for Success - Help | Training | Salesforce
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:
Step 1: Prepare for Success - Help | Training | Salesforce
– This interactive webinar series shares best practices and proven approaches to help you implement Salesforce. The four steps outlined in this workbook align to the four webinars in the series. ... Test sandbox with configuration, user set-up, and small amount of data. What are the key timing considerations? ... Define a clear purpose for ...
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