Control Salesforce Technology: about Managed Security services.

More Uses of the Salesforce Technology Toolkit:


• Organize Salesforce Technology: enterprise Salesforce development.
  
  

• Document design and work with the Salesforce Developers, integration teams, downstream system teams to implement technical solution.
  
  

• Collaborate with other Salesforce Developers.
  
  

• Be accountable for using informatica power exchange connector to read DB2 mainframe sales system data and load into Salesforce (sales and Marketing Clouds) using Salesforce connector.
  
  

• Ensure you cultivate; understand business and Salesforce solution concepts and technology in order to identify and interpret client challenges and pain points.
  
  

• Evaluate Salesforce Technology: leverage Salesforce to become a trusted internal consultant for all business units and leadership to ensure that desired business results are achieved in a quality manner.
  
  

• Be accountable for designing and developing proof of concepts using Salesforce platform and appexchange partner products.
  
  

• Use tools to remotely access customer equipment to diagnose and resolve customer problem; Follow solutions outlined in the knowledge database; Verify resolution of problem with the customer; Record information into the Salesforce and JIRA (incident tracking) system.
  
  

• Manage email Marketing Communications deployments (single sends and journeys) through the Salesforce Marketing Cloud email platform to ensure deliverability and deliver on program goals.
  
  

• Guide Salesforce Technology: partner with Salesforce admins and Power BI team to gather reliable, accurate reporting on KPIs to meet Business Needs.
  
  

• Coordinate with digital / Technology Teams to ensure the Workforce Management platform is receiving interval level and real time data from multiple sources as telephony platform, Salesforce service cloud, Live Chat platform.
  
  

• Develop extensive Knowledge Base of existing Salesforce processes, identify opportunities to drive efficiency and scale in partnership with metric owners across your organization.
  
  

• Audit Salesforce Technology: Salesforce Developers / administrators.
  
  

• Apply Best Practices and Design Patterns of Best Of Breed applications developed on the Salesforce platform.
  
  

• Ensure you undertake; lead with knowledge in integration apps from Salesforce Appexchange.
  
  

• Take partner sales plays, offerings, and industry assets/solutions to specific markets for local execution and engagement with your Salesforce Field Sales teams and Salesforce Industries.
  
  

• Customize and configure the Salesforce platform to translate the needs of a variety of stakeholders into actionable solutions.
  
  

• Ensure you assess; aid in the design, development, and testing of Salesforce applications in support of business Systems And Processes.
  
  

• Ensure you administer; build customized Salesforce applications, apply technical expertise, leverage a variety of Software Engineering techniques, build and refine Business Logic to enhance team capabilities, improve security, and maximize Salesforce ROI.
  
  

• Confirm you merge; comprehend Salesforce delivery, cost models, and security features and ensure programs are delivered on time and in scope.
  
  

• Manage the Salesforce and intacct order queues and Salesforce cases to ensure all paperwork and data in your systems is complete and accurate.
  
  

• Support sales, Customer Success, marketing and finance in short term Salesforce projects that are integral to each of the functions.
  
  

• Manage system wide Email Marketing using Salesforce Marketing Cloud design, code, build, test, and deploy email campaigns.
  
  

• Be accountable for updating sales interaction in Salesforce to ensure efficient Lead Management.
  
  

• Advise clients on industry and Salesforce Best Practices.
  
  

• Perform system level design, development, test, and implementation of custom Salesforce solutions.
  
  

• Organize Salesforce Technology: implement and maintain Salesforce sales cloud, field service lightning and rootstock system configuration and System Integrations.
  
  

• Assure your organization assess client Business Requirements and work closely with the Technical Architect/Lead to provide long term functional solutions based on the applicable Salesforce platform Best Practices.
  
  

• From standardizing Best Practices to designing eLearning programs, your partner learning team ensures your Salesforce partners (consultants, digital departments, resellers) are ready and enabled to support your customers, while helping grow partner organizations as a whole.
  
  

• Review test results with Product Owner and feature Solutions Architecture and report and communicate testing progress to the Salesforce Test Management, business owners and proxies.
  
  

• Virtualization technology knowledge (Especially VMware, Hyper V).
  
  

• Lead Salesforce Technology: expert with depth of knowledge in sustainability, Social Impact, and/or corporate Social Responsibility.
  
  


Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce Technology Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Salesforce Technology related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Salesforce Technology specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Salesforce Technology Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Salesforce Technology improvements can be made.

Examples; 10 of the 999 standard requirements:


1. How can auditing be a preventative security measure?
   
   

2. Are the risks fully understood, reasonable and manageable?
   
   

3. What can be used to verify compliance?
   
   

4. Is the scope clearly documented?
   
   

5. Does management have the right priorities among projects?
   
   

6. Does your organization systematically track and analyze outcomes related for accountability and quality improvement?
   
   

7. Have you identified breakpoints and/or Risk Tolerances that will trigger broad consideration of a potential need for intervention or modification of strategy?
   
   

8. What Salesforce Technology requirements should be gathered?
   
   

9. Do you have organizational privacy requirements?
   
   

10. Are there any activities that you can take off your to do list?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Salesforce Technology book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Salesforce Technology self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Salesforce Technology Self-Assessment and Scorecard you will develop a clear picture of which Salesforce Technology areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Salesforce Technology Self-Assessment

• Is secure: Ensures offline Data Protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Salesforce Technology projects with the 62 implementation resources:


• 62 step-by-step Salesforce Technology Project Management Form Templates covering over 1500 Salesforce Technology project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Salesforce Technology project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the Salesforce Technology Project Team have enough people to execute the Salesforce Technology Project Plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Salesforce Technology Project Plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?


 
Step-by-step and complete Salesforce Technology Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Salesforce Technology project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Salesforce Technology Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Salesforce Technology project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Salesforce Technology project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Salesforce Technology project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Salesforce Technology project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Salesforce Technology project with this in-depth Salesforce Technology Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Salesforce Technology projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based Best Practice strategies aligned with overall goals

• Integrate recent advances in Salesforce Technology and put Process Design strategies into practice according to Best Practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Salesforce Technology investments work better.

This Salesforce Technology All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.