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#FaridabadAppExchangeUserGroup0 人正在讨论

I'm wondering if an app is not listed on the AppExchange but is available through other means. (Miller Heiman Sales Access Manager is my example), what does this mean? Does it mean that they are not required to go through the same security review that the apps on the AppExchange have to go through? Why would they not be listed? Thanks

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  1. 2019年3月10日 09:30

    Hi Shauna and All,

    We have built a Miller Heiman template for ClosePlan I would be more than happy to demo for you.

    ClosePlan is a native Salesforce application that helps sales supercharge their Salesforce sales cloud with - Relationship Maps, Deal Scorecards and Sales Playbooks. Slides with screenshots and more info attached.

    1. Relationship Maps - Build Org Charts natively In Salesforce with easy to use Drag and Drop functionality. Leverage Salesforce contact records. Visualize the organizational and political structure.

    2. Opportunity Deal Scorecard - Create a common opportunity qualification language across your team with qualification scorecards that adapt to any methodology. Supports any sales qualification methodology - MEDDIC, Customer Centric Selling, BANT, Triangle Selling, etc.

    3. Sales Playbooks - Sales process alignment and execution at scale. Build Best-practice Sales Playbooks for different business lines – Renewals, Global & Commercial Sales, Services, etc. Introduce repeatable process and consistency to your sales teams and reduce end of quarter surprises.

    Here are a few useful ClosePlan Links

    1. ClosePlan Video -

    https://vimeo.com/302660515

    2. ClosePlan Website -

    https://www.closeplanapp.com/features

    Please reach out to us for a demo!!!

    Thanks,

    Seamus, Founder & CRO

    seamus@closeplanapp.com

    +420739559658

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Hi Friends, Could some body suggest which app should we use to integrate SAP FI with salesforce? 

Thanks in advance. 

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Hi, I'm new to Salesforce and wondering if anyone uses it to store contracts in a relational database format? Any suggestions?

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  1. 2018年5月22日 05:39
    @Lynn Hofmeister You might not be aware of record types because of the type of org that you have. Record Types are not available with all of the orgs. I think org types have been renamed, but they used to be called, professional, enterprise and unlimited. So, find which type you're on and whether or not it has access to record types.
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Hi. We are preparing to implement the Email-to-Case functionality to track internal cases. Does anyone have any advice or best practices to share?

 

Thanks!

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  1. 2018年5月16日 17:26
    Make sure you include the case thread id in either the subject or body of any email replies. There is an email to case setting to check that will include it in either.
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This is my first post in the community! I am brand new to Salesforce so I have a lot of basic questions and find the Help section doesn't really help me. Right now, I'm trying to figure out Knowledge in Lightning. Once I figure out how to set it all up, what are my options on displaying articles to the public (not using a community)?

 

It feels so basic but I don't know how to view my published articles live outside of Salesforce. Thanks in advance for any guidance!

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I have a workflow in place that automatically sends a follow up email to the contact, of an opportunity, 24 hours after the stage changes.  My question is, can the contact opt out of the email that is automatically sent out.

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I am REALLY struggling with the concept of Record types and why I should bother with it instead of just modifying page layouts and assigning to profiles, etc. Can anyone point me to some good resources that might explain it better?  I haven't found anything yet that has provided clarity for me. If it matters I'm in SF classic.

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Hi.

We are currently trying to combine most of IT solutions to one combined software solution. We use salesforce for our sales team and are working on the service cloud for our support team. The next step will be a RMA system. Today we have a formula on the webpage, filled out by the clients that then creates a RMA case in a CRM system. We would like to do this through the service cloud, or at least a compatible application.

I have not been able to find anything that fits our needs, so now i am looking towards the community for help.

 

Thank you. 

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  1. 2018年5月14日 12:19

    Thank you all for your replies.

    We are developing a new webpage and as soon as i know exactly how everything will work, i will ask our web developer to fill in all the information here in this case, so you know exactly what it is we need.

    I needed to make sure that it was possible to use salesforce, or any plug-in's to salesforce, to do it, before i asked our developer to move forward with it.

    Magnus.

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Hi there! GDPR question: How are you differentiating between GDPR opt-in/opt-outs and universal unsubscribes in your Salesforce org (if at all)? More specifically - are you only using one field (ex: "Global Opt-In," [true/false]), or two fields (ex: "GDPR Opt-In" [true/false] and "Universal Unsubscribe" [true/false]) to capture these preferences? 

 

Context: I'm working with a company who does business globally, and has opted to add a GDPR consent field to all forms (a required field which will be displayed regardless of the prospect's country). We will also capture the opt-in/opt-out date in Pardot and SFDC.

 

Curious to hear approaches from others. Please let me know if I can provide any more info!

 

#GDPR #GDPRcompliance 

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I am trying to track customers usage spend and currently we track this through a manually updated spreadsheets. However, I would love to know if there is a way to automate this through SalesForce. Any help would be greatly appreciated!

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