Quick Start: 12 Things

  • Health check
  • Adoption dashboards
  • Set up mobile
  • Add branding
  • Remove unwanted tabs
  • Scheduled backup
  • Something to do with user interface menu?

Sales Cloud

Sales Cloud Consulting

Sales Process Start to Finish

Features to Support the Sales Process

Working with other features

  • Set up territories
  • Communities and sites
  • Measure success of Sales cloud implementation
  • Reports and dashboards
  • Multicurrency
  • Integrations
  • Data management
  • Working with large┬ávolumes of data
  • Measures of success