Getting the most out of Salesforce CPQ starts early in the implementation process. Here’s how we set the foundation for long-term success with our partners.
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Getting the right consultant to take a look at your Salesforce platform is like getting a mechanic to check out your vehicle. If you want to keep moving, it’s only a matter of time until you need an expert.
If you’re new to Salesforce, there are some basic concepts that can help you hit the ground running. Here’s a glossary of the most common Salesforce terms and their definitions to get you started.
"Oh my goodness, I've been waiting so long for duplicate management, I CAN'T WAIT TO TURN IT ONNN!!!!" - Says many a Salesforce customer. Yes, its SUPER exciting, I am definitely jumping up and down about this, but slow down, wait a minute. Don't rush in and just turn it on, its tempting, but you want to take a pragmatic view of this - Turn it on too much too fast, and your users are going to be upset - maybe even stop putting data into the system.