What is the Ultimate Guide to a Salesforce implementation?
Ultimate Guide to a Salesforce Implementation. 1 1. Define Stakeholders. First things first: who is relevant to the project? You’ll want to identify the people and entities that have a vested ... 2 2. Define High-level Goals. 3 3. Gather Requirements. 4 4. Prioritize Requirements. 5 5. Build. More items
What currencies are available in Salesforce?
In Salesforce, you can specify which currencies your organization uses, and individual users can apply specific currencies to their settings based on where they do business. By default, Salesforce organizations use a single currency.
Do you need a Salesforce consultant to implement Salesforce?
For a complete implementation, you will need a project manager, a Salesforce consultant, and (maybe) Salesforce developers, but not all companies have the internal resources to do this – especially when they’re just getting started.
What can you do with Salesforce?
Here, you can have a complete overview of your business performance in operations, finance, sales, marketing, and more. Salesforce has various products that are specially designed to deliver each goal: Sales Cloud, Revenue Cloud, Service Cloud, Marketing Cloud and Pardot, and so much more.
1. Get everyone on the same page
Why are you implementing Salesforce? What should each user get from it? Despite its name, Salesforce is often leveraged by a wide variety of departments, from finance to IT. Ideally, representatives from each group have discussed what they want and need from Salesforce during the procurement stage.
3. Assign clear roles
With so many stakeholders involved in using Salesforce, you need to clearly define the roles of the key players in your implementation. Here are the roles needed for most projects:
4. Decide whether to take a phased, all-at-once, or parallel approach
Based on your current tech stack and your organization’s needs, you’ll need to choose from a few different implementation approaches. The phased approach allows you to gradually switch over users from your current system. It’s easier to test and maintain attention to detail with this approach, but it will take longer.
5. Future-proof your processes
Your Salesforce needs will evolve over time. You’ll add new user groups and integrations and rely on Salesforce to do more for you. As you set up your processes, consider whether they’re scalable enough to adapt with you.
6. Help users help themselves
Effective implementation depends on high adoption. That means users and technical teams need to continually evolve their Salesforce knowledge. Salesforce admins and ops teams should plan to take full advantage of the education resources, communities, and events that Salesforce offers.
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Does Salesforce use a currency?
By default, Salesforce organizations use a single currency. Once you set the required currency locale in your company settings, all currency values on records display in that currency. As the admin for your organization, you set that “corporate currency,” which reflects the currency of your corporate headquarters.
Does deactivating a currency change the amount of the currency?
Deactivating a currency does not alter amounts in items that use that currency, but your users are no longer able to enter new amounts using the inactive currency. And deactivating a currency that’s set as a user’s personal currency automatically resets the user’s currency to the corporate currency.