Best Practices for Implementing Salesforce CRM - Cloud Experts

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Salesforce CRM Getting Started WorkbookDefine Your Account FieldsMy Account FieldsStandard Field Name Data Type Values Want Field?Account Name*Account NumberAccount OwnerAccount SiteAnnual RevenueBilling AddressDescriptionEmployeesFaxText(80)Text(40)Lookup(User)Text(80)Currency(18,0)AddressLong Text Area(32000)Number(8,0)FaxIndustry Picklist (see previous)Ownership Picklist PublicPrivateSubsidiaryOtherParent AccountLookup(Account)PhonePhoneRating Picklist HotWarmColdShipping AddressAddressSIC CodeTicker SymbolText(20)Content(20)Type Picklist ProspectCustomerFormer CustomerPartnerCompetitorVendorVARWebsiteURL(255)Created By*Last Modified By*Lookup(User)Lookup(User)Custom Field Name Data Type ValuesWORKBOOK 11
Salesforce CRM Getting Started WorkbookDefine Your Contact FieldsMy Contact FieldsStandard Field Name Data Type Values Want Field?AccountAssistantAsst. PhoneBirthdateContact OwnerDepartmentDescriptionDo Not CallEmailEmail Opt OutFaxFax Opt OutHome PhoneLast-Stay-In-Touch RequestDate*Last-Stay-In-Touch Save Date*Lookup(Account)Text(40)PhoneDateLookup(User)Text(80)Long Text Area(32000)CheckboxEmailCheckboxFaxCheckboxPhoneDate/TimeDate/TimeLead Source Picklist AdvertisementEmployee ReferralExternal ReferralPartnerPublic RelationsSeminar - InternalSeminar - PartnerTrade ShowWebWord of mouthOtherMailing AddressAddressMobileName*PhoneNameSalutation Picklist Mr.Ms.Mrs.Dr.Prof.Other AddressAddressOther PhonePhoneReports ToTitleCreated By*Last Modified By*PhonePhoneLookup(Contact)Text(80)Lookup(User)Lookup(User)Custom Field Name Data Type LengthWORKBOOK 12
Page 1 and 2: Best Practices forImplementing Sale
Page 3 and 4: Salesforce CRM Getting Started Guid
Page 26 and 27: Salesforce CRMGetting Started Workb
Page 28 and 29: Salesforce CRM Getting Started Work
Page 40: Salesforce CRM Getting Started Work
Page 43 and 44: Meet—and beat—these 8 CRM chall
Page 45 and 46: Meet—and beat—these 8 CRM chall
Page 48 and 49: 5 steps to a successful implementat
Page 54 and 55: Achieving outstanding CRM administr
Page 56 and 57: Get these must-have administrator t
Page 58 and 59: Get these must-have administrator t
Page 60 and 61: Using data access design patternsDa
Page 62 and 63: Using data access design patternsIf
Page 64 and 65: Using data access design patternsCo
Page 66 and 67: Using data access design patterns
Page 68 and 69: Using data access design patternsRe
Page 70 and 71: Managing your Salesforce CRM storag
Page 72 and 73: How to get big results with a small
Page 74 and 75: 3 tips to get unstuck when creating
Page 76 and 77: 3 tips to get unstuck when creating
Page 78 and 79: Choose the right tools to customize
Page 84 and 85: 4 questions to answer for a success
Page 86 and 87: 4 questions to answer for a success
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Create powerful Web sites on Force.
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5 steps to using the content librar
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5 steps to using the content librar
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8 keys to mobile CRM successLimit a
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9 steps to effective change managem
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Bring cloud computing to your entir
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Achieving outstanding CRM administr
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6 steps toward top data quality•
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Tips for using incentives and rewar
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Beyond login rates: three key areas
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10 tips for a successful training p
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How to develop a comprehensive trai
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How to develop a comprehensive trai
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5 simple steps to reports and dashb
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