This tool is called Salesforce Content Deliveries, and it enables you to convert Microsoft PowerPoint, Word, Excel and Adobe PDF documents into web pages stored within your Salesforce SAAS platform, and make those pages available to your prospects and customers for viewing.
What is Salesforce content delivery and how does it work?
Salesforce content deliveries not only optimize how you send content, but through Salesforce you can also track who opened it, and whether or not they were internal or external users. You can also set a password on the document if you want, if the content being shared is confidential or proprietary.
What are deliverables in project management?
Deliverables are one of the most important aspects to any project manager’s job. Once you know how to define your project deliverable, establish requirements, and assign to the appropriate team members, you set your project — and the business — up for success.
What is the difference between key deliverables and deliverables?
Although a deliverable can be produced in connection to a project, key deliverables are the main outputs set and produced in the completion of a project. The overall project might have a list of 30 deliverables altogether, but perhaps just 5 key deliverables. An internal vs. external deliverable
How to manage grant opportunities in Salesforce?
This too can be managed directly through Salesforce. The Deliverables object, part of the NPSP, makes tracking these types of events much more simple. Deliverable records can be created for grant opportunities to track due dates, reporting requirements, and dates of submission.
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How do I add deliverables in Salesforce?
Manage DeliverablesOpen a Grant record that's been set to Prospecting.In the Deliverables related list, click New.Give the deliverable a Name and add additional detail. Be sure to indicate the Due Date.Click Save.Enter additional Deliverable records. You can enter as many as is appropriate.
What is a deliverable in a grant?
Deliverable. A completed process, product, or learning experience or other entity specifically promised or strongly implied by a project's award agreement to satisfy the purpose of a grant.
What are 3 examples of deliverables?
Project deliverables: Examples From Real ProjectsDesign drawings.Proposals.Project reports.Building permits.Finished product – a building, a road section, a bridge.
What are key deliverables?
A key deliverable is anything that is produced or provided as a result of a process. When goals are met, deliverables are produced, and when the over-arching project is accomplished, your key deliverable has been created.
What is Salesforce certified?
Salesforce-certified experts work with your team to ensure faster time to value and long-term success with Salesforce technology.
Can Salesforce be implemented without planning?
Starting an implementation without proper and diligent preparation and planning often leads to poor outcomes, which can require costly and time-consuming rework. Instead of making this common mistake, I’m going to share four ways Salesforce architects help customers prepare for their Salesforce projects. We know that proper preparation sets you up for long-term success, and helps you get to your desired outcomes faster.
What is Salesforce developer?
Salesforce Developers support Admins and other roles, by extending the platform using code. Whilst Salesforce declarative functionality can cover most requirements, there may come a time where you need custom integration, complex Apex code, or Lightning development.
How many jobs will be created in Salesforce in 2024?
With the Salesforce ecosystem expanding at such a rapid rate, IDC predicts that by 2024, 4.2 Million new jobs will have been created. As Salesforce also expands its product suite through innovation and acquisition, the landscape of Salesforce roles and responsibilities is constantly changing.
What is Salesforce consultant?
Salesforce Consultants work with new, or existing implementations of Salesforce to help implement new products or build custom functionality. Consultants work for Salesforce Consultancies, who will be involved in mostly new implementations, as well as complex existing implementations that need external support.
What is Salesforce admin?
Salesforce Admins carry out a core function of any Salesforce implementation. They are the backbone that keeps everything ticking along, deal with any bugs, and ensure that a companies investment into Salesforce is being maximised.
What is Salesforce Project Manager?
Salesforce Project Manager. Salesforce Project managers are mostly found at Salesforce Consultancies, but could also be employed by very large end-users. They are tasked with overseeing the delivery of a project, ensuring that it is delivered on time, within scope , and within the budget.
What is Salesforce Technical Architect?
A Salesforce Technical Architect is usually the most technical role on the project. They must not just hold expert knowledge on the Salesforce platform, but also surrounding technologies that may be integrated into Salesforce. They will ultimately help make the decisions that guide the entire technical direction of the project.
What are the skills needed to be a Salesforce project manager?
Good Salesforce project managers will have a broad range of skills. Communication, planning, and having deep knowledge about the Salesforce platform is a recipe for success.
What is deliverables in project management?
Deliverables are one of the most important aspects to any project manager’s job. Once you know how to define your project deliverable, establish requirements, and assign to the appropriate team members, you set your project — and the business — up for success.
What is deliverable in a project?
Put simply, a deliverable is a product or service created or performed in the completion of a project. When you consider a project, there are elements of input (what goes into the project such as time, resources, information, etc.) and elements of output — the deliverables. For example, if one task within a project is to create a blog post, ...
What is key deliverable?
Although a deliverable can be produced in connection to a project, key deliverables are the main outputs set and produced in the completion of a project. The overall project might have a list ...
How to approach defining deliverables?
As mentioned above with the work breakdown structure, an efficient way to approach defining deliverables is to work backwards from the overall objective or goal.
When defining deliverables, make sure everyone on your team, as well as stakeholders and clients, understand what their?
When defining deliverables, make sure everyone on your team, as well as stakeholders and clients, understand what their role in the project is. Clearly communicate deliverables and goals with all of those involved before the actual project kick-off to avoid confusion or conflict.
What does a project manager need to do once deliverables are defined?
Once the deliverables are defined, the project manager needs to look into the requirements for each. It’s easy enough to create a list of deliverables, but making sure they’re actually relevant and help achieve the overall goal is the tougher part.
What is a deliverable in NPSP?
The Deliverables object, part of the NPSP, makes tracking these types of events much more simple. Deliverable records can be created for grant opportunities to track due dates, reporting requirements, and dates of submission. Custom fields can also be added to the Deliverables object if your organization would like to track additional details.
What is a deadline in Salesforce?
Deadlines are an integral part of grant management, from submitting deliverables to reaching spending goals by an agreed upon date. If your organization has multiple grants in the pipeline, it can be hard to keep track of all the tasks which have deadlines approaching. The Task reminder feature in Salesforce provides a solution for keeping these deadlines in order.
Can you upload documents into Salesforce?
Taking it a step further, you can upload documents into the Deliverable or Opportunity Record using the Files object. This can help your Grants team store and reference multiple drafts of any given deliverables. By storing important working documents in Salesforce, all team members will have easy access, avoiding the hassle of trying to find the most current document on a team server.
