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Building a Salesforce-Powered Front Office: A Quick-Start Guide
book

Building a Salesforce-Powered Front Office: A Quick-Start Guide

by Rashed A. Chowdhury
March 2021
Beginner
300 pages
6h 2m
English
Apress
Content preview from Building a Salesforce-Powered Front Office: A Quick-Start Guide
© Rashed A. Chowdhury 2021
R. A. ChowdhuryBuilding a Salesforce-Powered Front Officehttps://doi.org/10.1007/978-1-4842-6676-2_9

9. Data Management

Rashed A. Chowdhury1  
(1)
Marietta, GA, USA
 

In the previous chapter, we reviewed a few concepts and frameworks, including customer segmentation, executive scorecard, and framework for business development owners. We also covered Net Promoter Score (NPS), dashboard design, how to architect top line revenue growth in Salesforce, and in-depth CRM design questionnaires. In this chapter, we will review and study the data aspect of Salesforce that includes data export, mass delete, native integration, duplicate management, and the state and country picklist enablement process. We will briefly discuss D&B Hoovers ...

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ISBN: 9781484266762Purchase LinkPublisher Website