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 ...
9. Data Management
Get Building a Salesforce-Powered Front Office: A Quick-Start Guide now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.