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Development with the Force.com Platform: Building Business Applications in the Cloud, Third Edition by Jason Ouellette

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User Roles

The users of the Services Manager application span many roles in the organization. The roles are covered in the following subsections, with a summary of their responsibilities and how they use Services Manager.

Services Sales Representative

Sales reps work with customers to identify project needs and manage the relationship with the customer. Reps use the Sales Cloud product from Salesforce to manage their sales process. In general, they do not use Services Manager directly, but start the process by winning the contract.

Staffing Coordinator

Staffing coordinators manage and schedule resources for projects. When the opportunity is closed, they are notified via email. They then create a project using Services Manager and staff it ...

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