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Salesforce Consultants / Presales

Opening doors to groom more Business Analysts and Salesforce Consultants. Calling Senior Developers / Solution Architects. Lets start it small. We will have a Business Requirement and the idea is to map the business requirements with Salesforce features. Let Us start Small and build a Robust vertocal-wise requiments with Solutioning.

What's new? Stay tuned for ADOBE!! Acrobat is a household name now and everybody has used it to share documents in PDF / or received PDF documents, but did you know ADOBE also has eSignature solution? And just like DocuSign, ADOBE can be seamlessly integrated with Salesforce.

Stay tuned! #salesforcewithadobe #Adobe Sign #Adobe EchoSign

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This is an open Forum, anyone has any interesting use case or a new feature they have cracked or can map a requirement with solution mapping, you may please share it with others in the group. Learning from each other is always good.

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2 answers
  1. Sep 4, 2023, 8:51 AM

    Hello Eric, thank you for your response. I recently created a Trial edition of Service Cloud - https://www.salesforce.com/products/service/

    I assumed this Service Cloud trial instance automatically comes with ai for faster resolution of cases - as the banner indicates "ai for customer service" AI+DATA+CRM indicates - However the Trail instance does not have any additional features added to Cases object . It's the same as any SFDC Trial Org

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Free Coaching programs available to women from non-tech backgrounds who are interested in learning about different products. These programs can provide women with the skills and knowledge they need to succeed in the tech industry.

It's always good to get a 'Know How' on new / different Technologies while excelling at the current domain that you are handling. This will help widening your horizon.

Some of the Products I can get you help started on are:

1. DocuSign

2. Dropbox Sign (Formerly Hello Sign)

3. Dropbox

4. Freshworks - Fresh Sales / Fresh Sales Suite/ Fresh Desk/ Fresh Service/ Fresh Chat

5. Getting started with Salesforce

Here are some additional tips for women from non-tech backgrounds who are interested in pursuing a career in tech:

1. Start by learning the basics of the product. I have created many free resources available in libraries in my Trailblazing Community: Link: https://trailhead.salesforce.com/trailblazer-community/groups/0F93A0000009V5bSAE?tab=discussion&sort=LAST_MODIFIED_DATE_DESC

YouTube Channel: https://www.youtube.com/channel/UCPhPS0de1VnJ8IiTYCkzqfw

2. Network with other women in tech. Attend meetups, conferences, and workshops.

3. Get involved in open source projects. This is a great way to learn new skills and contribute to the tech community.

4. Don't be afraid to ask for help. There are many people who are willing to mentor and support women in tech.

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Interested to know a new Technology? DocuSign/ Dropbox, Fresh Sales , Fresh Sales Suite, Fresh Desk, Fresh Service, Fresh Chat

I can help you with getting started on the above products. While you continue to work in Salesforce domain, its good to have knowledge about how other technologies work, this will help in your Customer conversations

 

Let me know if interested or le me know what Topics you would want me to cover?

 

Some interesting use cases - Write a workflow to automatically upload Videos from dropbox to Youtube Channel

Learn how to integrate CRM with Facebook

Learn how to embed HTML code on a dummy website 

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Share a Thought?

Associate Certification is doing rounds these days - This Certification can be done by anyone who has around 6 months of exp, but I see a lot of senior folks doing this certification. Do you think this is something experienced individual should take up? #Certifications #Certification

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Hello Everyone,

 

I have just received my DocuSign Adoption Consultant Badge and finished shadowing one live Project. Would like to collaborate with fellow DocuSign. Will share my learnings soon:

1. How do you do a Project Kick Off for DocuSign

2. Timelines

3. What is covered in Adoption Consulting Lite

 

Interested in docuSign consulting excercises. Please use thsi platform to colloborate on any DocuSign Opportuities that you are working on  - If you are new, its the great way to start, if you are a veteran then here's your chance to guide nad help others get started.

Because sharing is caring!

 

#DocuSign For Salesforce #Docusign #DocuSign Templates

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Dear Team,

We are looking at Usecase Scenario-based solution building . Since I have not restricting the group members, even Non-members to post, encourage you to share any requiremenst that you receive for Project / Demo - Lets have a collelctive approach at coming up with Solutioning - Requirement received with Feature mapping from Salesforce.

Please note no requirement is simple / no question is stupi/ there will be no judgements made/ questiosn asked - Please feel gfree to share your learninsg here in this group

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