The Salesforce requirements are simple, all you need is a computer with an internet connection, along with a supported browser: Google Chrome Mozilla Firefox Microsoft Internet Explorer (version 9, 10, 11) Apple Safari (versions 5.x, 6.x, 7.x) Obviously, you'll also want to have a fast internet connection to get the most out of Salesforce.
Full Answer
What are the technical requirements to run Salesforce?
Salesforce actually has very little technical requirements to run. Since it’s cloud-based software, you don’t need to install the software natively on your computer. However, this doesn’t apply to those using Salesforce Classic or Salesforce for Outlook.
What do I need to install Salesforce on my computer?
However, this doesn’t apply to those using Salesforce Classic or Salesforce for Outlook. The Salesforce requirements are simple, all you need is a computer with an internet connection, along with a supported browser: Apple Safari (versions 5.x, 6.x, 7.x)
What is the sales lead qualification process in Salesforce?
This is sometimes called the sales lead qualification process, as it results in sales qualified leads. Salesforce offers powerful tools for managing, qualifying, and routing leads. Pardot, our B2B marketing automation solution, can also handle grading and scoring of leads before passing leads into your Salesforce CRM instance.
How to prepare for a Salesforce consultant meeting?
Review previous projects or Salesforce demos for similar use cases related to the one you are going to start. Previous experience means a lot in the consulting world and can inform your Salesforce requirements. Build a workshop agenda and send it across prior to the meeting. The agenda should respect a logical order such as process or department.
Einstein Opportunity Insights
At least 20 opportunities must be closed in the last 6 months (180 days).
Einstein Activity Capture
You must have at least 30 accounts, contacts, leads, or opportunities.
Einstein Lead Scoring
These requirements apply to each segment of leads you create during setup, including the All Leads (Default) segment.
Einstein Opportunity Scoring
You must have at least 200 closed won opportunities in last 24 months, each with a lifespan of at least 2 days.
Overview
Before you can begin building or improving Salesforce, or a related system, it’s critical that you define your requirements. We often see admins jump directly into building before spending time understanding the “why” behind a project. Unfortunately, the project almost always suffers for it.
How Kicksaw Works
At Kicksaw, we take opaque business requirements and turn them into technical projects.
Business Requirements
When scoping business requirements, you ultimately need to understand what the business is trying to accomplish with the project.
User Requirements
We don’t build systems for the sake of building systems. We build systems to help users operate more efficiently. It’s critical that you take into consideration who and how your users will be using the system, how experienced they are, and what sort of training/coaching will be needed.
Functional Requirements
These questions should answer, in detail, what the system does and how the system does it. In other words, they should describe how the system is expected to function.
Non-Functional Requirements
Think of non-functional requirements as the qualitative aspects of a build.
Set Yourself up for Success
We find that breaking down requirements gathering into these four distinct categories simplifies the entire process and helps pull your go-live dates forward while, at the same time, preventing issues. They set you up for success, and we wish you the best of luck with them!
Salesforce Documentation
Official Documentation: Lead Qualification with Pardot Get an overview of qualifying your leads with Pardot’s scoring and grading tools.
Trailblazer Community
Trailblazer Community: Lead Qualification with Pardot Get an overview of how Pardot’s scoring and grading tools work together to help you determine when a lead is a sales qualified lead.
More Awesome Resources
Salesforce Developers Forum: The Five Stages of Leads Learn how the five stages of leads are defined in Salesforce CRM.
What Is Salesforce?
Salesforce is an integrated software product that’s made up of multiple different components. The overarching goal of the software is to help you better manage your business' prospects and customers.
How Salesforce Can Benefit Your Organization
Salesforce is designed to help improve your customer relationships and in turn grow your business. Relationships are the foundation for any successful business, but how much do you really know about them?
Salesforce CRM Requirements
In terms of Salesforce requirements, it's up to you to decide if this CRM is the right fit for your business. Spend some time with the feature list above to see if Salesforce meets your standards. Overall, you need a CRM to meet your business standards and processes, not the other way around.
What Are the Salesforce Technical Requirements?
Salesforce actually has very little technical requirements to run. Since it’s cloud-based software, you don’t need to install the software natively on your computer. However, this doesn’t apply to those using Salesforce Classic or Salesforce for Outlook.
Overview
How Kicksaw Works
Business Requirements
- When scoping business requirements, you ultimately need to understand what the business is trying to accomplish with the project. Naive project managers will often jump straight into developing a solution. However, we believe the best approach is to first learn all we can about the why. 1. What business opportunity or problem led to this initiative? 2. What is the business visio…
User Requirements
- We don’t build systems for the sake of building systems. We build systems to help users operate more efficiently. It’s critical that you take into consideration who and how your users will be using the system, how experienced they are, and what sort of training/coaching will be needed. Pushing an update straight to SFDC without thinking about how users are impacted is a surefire way to ki…
Functional Requirements
- These questions should answer, in detail, what the system does and how the system does it. In other words, they should describe how the system is expected to function.
Set Yourself Up For Success
- We find that breaking down requirements gathering into these four distinct categories simplifies the entire process and helps pull your go-live dates forward while, at the same time, preventing issues. They set you up for success, and we wish you the best of luck with them!