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Implementation Expertise

Have a question about your implementation? Looking for help on a project or where to get started? Trying to find those elusive Best Practices? You found the right group.

Looking for advise/best practices about how other customers handle international countries with strict data privacy laws. For example, we would like to on-board users in our Germany office but heard they have the strongest data privacy policies in the EU specially around contact information (name, phone#, address, etc.)

How do you handle managing Germany and other country contact / account information to adhere to data privacy concerns in your Salesforce platform? Thanks

2 comments
  1. Jul 25, 2016, 8:18 PM
    @Eric Stephenson I have already asked Rick this same thing in another thread so this is directed at you. We use the Salesforce cases object for employee HR support and I'm looking to speak with other SFDC folks who have employees in Germany and are working on complying with the new Germany data privacy laws. By any chance are you in a similar situation?
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Is there a decision guide specific to using "Enterprise Territory Management"? (Not referring to the old territory management). As per documentation Collaborative Forecasts will work with Enterprise Territory Management, so the old decision guide doesn't work here.

Enterprise Territory Management Decision Guide

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Looking for some #Adminheros to help me here, regarding, What is the standard number of projects for admins on a yearly basis, and what size are these projects? For example, if you were to be giving your project requests at the start of the year from each department (i know some of you are), what would you budget out for these requests. Where do you draw the line between helping users and hurting #Adoption

?

If rule of thumb is 4x larger releases a year/1-2 giant up to 12 medium, and immediate as needed, but one thing this doesn't mention what is a large project in relation to salesforce functionality

#Implementation

?

To describe what types of projects I am talking about, I guess anything that would be in the implementation guides is a good place to get started

https://help.salesforce.com/apex/HTViewHelpDoc?id=quicktour_tips.htm&language=en, and beyond. E.g. Where would #State And Country Picklist

fall, were would TM 2.0, and post deployment, how much time is user support for the deployment your main focus before moving on?

I am not looking for specific numbers to live by. Just trying to get an idea.

#Project Management #Adoption #Success#AdminHero #ButtonClick Admin #Awesomeadmin #Best Practices @Implementation Expertise (Deleted Group)@* Sales Cloud - Best Practices *@* Circles of Success *#Asksalesforce @* Customer Success *
5 comments
  1. Mar 10, 2015, 12:17 PM
    Hi @Meighan Brodkey - Depends on the size of your organization, number of users and types of business groups using or have requested to use SFDC. In the past when I worked in large organizations (1,000+SF Users), we had on average 6-7 major projects - new sales process and stages, contract approval process, Single-Sign-On(SSO), Chatter, Data.com

    ,e-signature, Billing, BI Analytics, etc..

    Now working with a smaller company (200 SF Users), I would say 3-4 major projects such as Analytics, SSO, e-signature, Approval Workflow, etc..

    Overall, the business will help dictate the type of annual projects.

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Sapient is looking for a passionate, experience CRM Communications & Adoption Manager, ideally based in Boston or New York. If you know someone who'd be perfect for the role, please reach out!
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Hi All,

We just split our org into two separate orgs, so now it's up to me to delete all the old data.

I'm intimidated because I'm not sure where to start and I'd like to back up things before I delete them.

But I also don't want to spend forever on this task.

Any suggestions or best practices?

Thanks!

2 comments
  1. Oct 21, 2014, 3:53 PM

    Hey Matthew, thanks for your response!

    Yep, I've used the Data Loader before.

    I'd like to capture attachments and other metadata, too, so I selected that option on the Data Export - although I'm not sure how to restore that data if I need to :/

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Interested in information about things to watch for during implementation.
1 comment
  1. Oct 19, 2014, 9:01 PM
    @Kathy Clark Best practices will vary depending on what type of implementation you are about to do (Sales Cloud, Service Cloud, etc.) However, there are some basic principles as well as guides to get you started here: https://help.salesforce.com/HTViewHelpDoc?id=quicktour_tips.htm&language=en_US

    Also, consider engaging with a Cloud Alliance Partner in your local market to see if they are able to assist.

    https://appexchange.salesforce.com/consulting
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@Todd Jones If you have any questions about your implementation, you can chatter this group and @mention me.
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Hi,

I have a query regarding global implementation. Say that you need to deploy a module globally since you aer working for an international company. Would you rather contact every key users from each country so that I (as a consultant) can unify all users idea to a single one or would you appoint only a single key users that will travel along with me to all country to present the new module to the each global key users? You see, I work before in a global project and it was really rewarding. When deploying the module only one key users was travelling with me to present and deploy the module. Of course we would take into consideration local users business process. So my question to you is would you do the same differently? How did you do with your org?

Thanks, S

3 comments
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Does Salesforce Interface allows "Opportunity Import", I could find for Leads, Accounts and Contacts but not for Opportunities. Yes - it does for all custom objects but not for opportunities.

Am I missing something, can someone tell me how to import opportunities if Do not want to use data loader or Excel connector ?

5 comments
  1. Sep 4, 2014, 12:17 AM

    No, your not missing anything, except how complex opportunities can be. Lets say there was a wizard for opportunities. The wizard would also need to include accounts and contact because you can relate opportunities to them and then there's the contact roles because you can have more then 1 contact then may be you want campaigns, products, quotes, product line items, kitchen sink custom object and everything else to go with those opportunities. The Account contact wizard is what, 7 pages long, imagine how long the opportunity wizard would be?

    I know you're thinking it should be simpler then that so instead try the Lead import wizard so your users can convert the Lead to a Account, Contact, contact role and an opportunity. User must want to do their own importing using wizards, so they can 'feel empowered".

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Hey guys, when doing an implementation, you realise that you forgot to add an important piece on the project and on the top of that, it requires you to increase the days of your roadmap. Should I have to talk about it to the Project Manager or just add it on the roadmap and send a new version to the team like nothing happened. What do you reckon? Cheers, Sandrine
2 comments
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