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Exam Code: ADM-211 Practice test 2023 by Killexams.com team
ADM-211 Administration Essentials for Experienced Admin

Exam Name : Salesforce Advanced Administrator

Exam ID : ADM-211

Retake fee: $100 USD

Exam Duration : 105 minutes

Questions in test : 60

Passing Score : 65%

Exam Center : PEARSON VUE

Real Questions : Salesforce ADM-211 Real Questions

Recommended Practice : Salesforce Certified Advanced Administrator Practice Test

Section Objectives Weight Security and Access - Given a scenario, determine the implications to record and field data access (Sharing model, controlled by parent, grant access by hierarchies, profile vs. sharing rules, communities security settings, field and record level access, sharing rules, field level security, and record types).

- Describe the capabilities of Territory Management and the implications for the sharing model.

- Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration. 20% Extending Custom Objects and Applications - Describe the appropriate use of relationship types when building custom objects (master detail, lookup). 8% Auditing and Monitoring - Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity (debug log, set up audit trail). 6% Sales Cloud Applications - Explain how to customize and maintain products, price books, schedules, and quotes.

- Describe the capabilities of forecasting (categories, hierarchy, quotas). 10% Service Cloud Applications - Explain how to create and maintain Salesforce Knowledge (Article Record Types, data categories).

- Explain how to create and maintain service entitlements and entitlement processes.

- Describe the features of Salesforce which enable interaction between support agents and customers (Chat, Case Feed, Service Cloud Console, communities, Omni-Channel). 10% Data Management - Explain the tools and best practices for improving and enriching data quality (validation, managing duplicates, enriching, archiving). 10% Content Management - Explain how to set up and maintain Salesforce Content. 3% Change Management - Describe the options available to move metadata between environments (change sets, Force.com IDE).

- Describe the capabilities and best practices for using change sets to move metadata between environments. 10% Analytics, Reports and Dashboards - Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements (custom report types, reporting snapshots, complex charting, custom summary formulas, bucketing, joined reports, cross filters, dynamic dashboards, dashboard filters). 10% Process Automation - Given a scenario, troubleshoot an approved process.
- Given a complex scenario, determine the solution using a combination of automation tools to solve a business problem (Process Automation, formula fields, and when to use Visualforce and Apex triggers). 13%

Administration Essentials for Experienced Admin
Salesforce Administration approach
Killexams : Salesforce Administration approach - BingNews https://killexams.com/pass4sure/exam-detail/ADM-211 Search results Killexams : Salesforce Administration approach - BingNews https://killexams.com/pass4sure/exam-detail/ADM-211 https://killexams.com/exam_list/Salesforce Killexams : Salesforce Change Management: 6 Tips to Simplify it

In the ever-evolving landscape of business technology, adapting to change is no longer a choice — it’s a necessity. And when it comes to managing those changes seamlessly, Salesforce stands tall as a powerhouse. However, navigating the intricate realm of Salesforce Change Management can often leave even the most seasoned professionals scratching their heads.

We unveil six invaluable tips that promise to unravel the complexities, making the process not just manageable, but downright straightforward. Whether you’re a salesforce novice or a seasoned pro, these insights will empower you to wield change as a tool for growth, without breaking a sweat.

Clear Change Identification and Prioritization

Before embarking on any salesforce changes, it’s essential to meticulously define the scope and objectives of the proposed modifications. This involves a detailed analysis of the current system, identifying pain points, and recognizing opportunities for enhancement. Once potential changes are identified, a rigorous prioritization process should be employed.

This prioritization should be based on factors such as the anticipated business impact, alignment with strategic goals, and feasibility of implementation. The impacts of any change should be thoroughly evaluated, considering both short-term and long-term consequences. This includes assessing potential disruptions to existing processes, workflows, and user experiences, as well as estimating the financial, resource, and time investments required for successful implementation.


Cross-Functional Collaboration

Successful salesforce change management thrives on collaborative efforts across diverse departments. Forming a dedicated change management team comprising representatives from different functional areas fosters a holistic approach. Involving stakeholders early in the process ensures that all perspectives are considered, mitigating resistance and enhancing buy-in.

Open communication channels must be established to facilitate idea sharing, status updates, and issue resolution. This collaborative synergy not only promotes comprehensive change planning but also empowers a sense of ownership among stakeholders. By uniting expertise and insights from various disciplines, organizations can navigate change with collective strength and drive more successful implementations.

Comprehensive Change Documentation

Thorough documentation is the backbone of effective salesforce change management. Detailed records of change requests, requirements, and implementation plans ensure a clear roadmap for all involved. A well-maintained repository of version-controlled documentation facilitates transparency, aiding in tracing the evolution of changes and reducing confusion. This meticulous documentation also supports knowledge transfer, enabling seamless onboarding and continuity.

By meticulously capturing every step and decision, organizations establish a reliable foundation for change, ensuring that stakeholders remain informed and aligned throughout the process. Robust documentation safeguards against uncertainties and serves as a valuable resource for future enhancements.

Thorough Testing and Quality Assurance

Rigorous testing and quality assurance are cornerstones of successful Salesforce change management. Crafting comprehensive test plans and scenarios allows for the meticulous examination of new configurations and functionalities. User Acceptance Testing (UAT) involving end-users validates the changes from a practical standpoint, ensuring they meet user needs and expectations.

Addressing any detected bugs, performance issues, or discrepancies during testing guarantees a smoother transition. A robust testing phase minimizes post-implementation disruptions and fosters user confidence. By prioritizing quality assurance, organizations fortify their change management process, delivering dependable solutions that align seamlessly with business objectives.

User Training and Support

Empowering users through effective training and ongoing support is pivotal in salesforce change management. Developing comprehensive training materials, including guides and tutorials, equips users with the knowledge to navigate new features and processes. Conducting engaging training sessions and workshops enhances user proficiency and fosters a positive transition experience.

Providing accessible avenues for user support, such as help desks or forums, ensures timely issue resolution and knowledge sharing. Prioritizing user training and support cultivates user confidence, reduces frustration, and promotes efficient utilization of the salesforce platform, ultimately contributing to the success of change initiatives.

Effective Change Rollout and Monitoring

A well-executed change rollout and vigilant monitoring are pivotal to salesforce change management success. Careful planning of controlled rollouts or pilot launches ensures gradual adoption and minimizes disruption. Monitoring user adoption, feedback, and system performance provides valuable insights into the effectiveness of implemented changes. Iterative improvements based on real-time data help fine-tune configurations and address evolving needs.

This proactive approach guarantees that the change’s impact aligns with expectations, promoting sustained user satisfaction. By maintaining a watchful eye on the ongoing change process, organizations can swiftly adapt, optimize, and enhance the Salesforce environment, driving long-term success and continuous improvement.

Simplifying Salesforce change management is a multi-faceted endeavor that demands strategic planning, collaboration, documentation, testing, training, and vigilant monitoring. By adhering to these key principles, organizations can navigate transitions with clarity, engage stakeholders effectively, and ensure seamless system enhancements. Embracing change as an iterative process allows for agility and continuous improvement, leading to a Salesforce environment that not only meets current needs but also lays a solid foundation for future innovation and success.


Sun, 13 Aug 2023 23:03:00 -0500 en-US text/html https://pctechmag.com/2023/08/salesforce-change-management-6-tips-to-simplify-it/
Killexams : Ready for Whatever Is Next Thanks to a Cutting-Edge CRM Platform No result found, try new keyword!How Ncontracts, an integrated risk and compliance management solution company, supported a pivot and powered steady growth. Thu, 10 Aug 2023 09:16:00 -0500 text/html https://www.inc.com/salesforce/ready-for-whatever-is-next-thanks-to-a-cutting-edge-crm-platform.html Killexams : A healthcare revolution — as seen at Salesforce World Tour London

The NHS is a juggernaut in the healthcare sector and its strength comes from dedicated healthcare professionals in service. However, even the mightiest have their limits. Funding strains and scarce resources clash with escalating costs and an ageing population. A workforce shortage dilemma looms, burdening overworked staff and compromising care quality, and waiting lists have become a battleground, leaving patients yearning for adequate attention. These are some of the daily challenges at play, testing the resilience of organisations, workers and patients alike. The dire need for a solution to these problems is driving the uptake of next-generation technology for its capacity to Improve outcomes and the burden of care. NHS Professionals and non-profit clinical trials specialist Protas know first-hand the transformational power of AI-driven digital transformation, and their leaders shared their experience with the public at Salesforce World Tour 2023. 

Workforce management 

NHS Professionals is the largest staff bank and business in Europe dedicated to NHS staff. "We serve about the equivalent of 180,000 clinicians in the NHS in a transient manner every week and provide about 46 million hours of care through our workforce," said CEO Nicola McQueen, noting the organisation is undergoing a significant digital transformation to better deploy, interact with and utilise their workforce.  

McQueen said one of the biggest challenges is “utilising every hour of care our workforce can provide in a flexible way that suits them”. She noted that another challenge is quickly mobilising and training large numbers of workers with diverse skills, something NHS Professionals learned through the pandemic. 

David Callow, CIO at NHS Professionals, said the agility of the Salesforce platform allows them to quickly change and sculpt their service without needing a lot of new code or long waterfall processes. "We are using Marketing Cloud, Service Cloud and Sales Cloud to deliver a service that treats workers as humans, not as a number in the system, and makes their lives easier," he explained. 

With Salesforce, the organisation has moved from a system where workers had to find and book their shifts to a system that proactively pushes relevant shifts to workers based on their patterns and motivations. 

Dr Simon Eccles, Chief Health Officer at Salesforce and former Chief Clinical Information Officer at the NHS, said the quantum leap in management capability that NHS Professionals experience with Salesforce is powered by AI technology. "Doctors, nurses, and health professionals must be rostered into complex staff grids. Artificial Intelligence allocates people into the right slots, takes care of their leave, and comes up with the best possible match. So much quicker and with so much less effort that AI will transform care delivery for the better." 

Staff retention is key to delivering better services to patients, and McQueen believes that making shifts more flexible will help with that. She said: "As workers want flexible work, they need to keep training and development in relevant areas, and with Salesforce, we can supply workers the ability to track their career progress effectively. Having this capability at their fingertips is critical to deliver a good experience to the staff." 

Patient engagement 

Empowerment is another key area where virtual care has a role to play. While the NHS does not market its services, it communicates with citizens to encourage them to attend appointments or screenings. "Salesforce's solutions can help target communications to different citizen groups in more effective ways, for example, by sending different types of reminders to those who always attend, those who need flexibility, and those who do not engage well," said Eccles, noting that providing citizens with clear care pathways and effective communication gives them more control and empowerment, which can help them receive the right care and act as their own advocates. "This patient engagement leads to better health outcomes and reduces the burden on the system," he added. 

Protas, the not-for-profit designer of randomised clinical trials, is a success story on the engagement front. Stefan Blixen-Finecke, the company CIO, explained how they are designing clinical trials with efficient use of data and technology tailored to the needs of the trial rather than a generic approach. 

The main challenge is that current clinical trials are excessively costly, burdensome for participants, and often fail to generate clear evidence to develop new treatments for common diseases. All of this results in fewer new treatments for common conditions. 

"We are building a unified platform on Salesforce technology to manage all aspects of clinical trials from start to finish, tailoring the platform closely to the needs of each trial to Improve data quality and user experience," Blixen-Finecke said, noting the partnership Protas-Salesforce is enabling others to run trials more affordably and effectively. 

Protas is also implementing quality assurance and quality control during data entry to Improve data quality and DevOps practices to enable frequent changes and updates to the platform while maintaining validation and compliance. 

Protas and NHS Professionals are paving the way for next-gen digital transformation in the healthcare sector. Their experiences demonstrate that solutions that combine care coordination, citizen engagement, and AI can help reduce the burden of care. When implemented effectively and ethically, these digital technologies have the potential to transform care and Improve health outcomes genuinely. The key is providing a more patient-centred and personalised view of care that empowers citizens and clinicians with the right information and tools. 

Read next a detailed account of the public sector sessions
delivered at Salesforce World Tour London.

Sun, 13 Aug 2023 22:02:00 -0500 en text/html https://www.civilserviceworld.com/professions/article/healthcare-revolution-salesforce-world-tour-london
Killexams : Can FINN Win The Vehicle Subscription Service Race?

Over the past 15 years or so, the subscription business model has seen explosive growth as evidenced by companies like Netflix, Amazon Prime and Spotify on the consumer service side and Salesforce, Adobe, Intuit and DocuSign on the B2B side. Zuora founder Tien Tzuo coined the phrase “the subscription economy” to describe the phenomenon.

Subscription growth holds true for even high-ticket items like cars. The global vehicle subscription market reached $3.38 billion in 2022 and is expected grow exponentially to $173.47 billion by 2029, according to Fortune Business Insights. Europe currently dominates the global vehicle subscription market share with a little under one-third of the global market, followed by North America.

The Munich, Germany-based vehicle subscription company FINN is racing to expand its business in Europe and the US.

Founded in 2019 by Maximilian Wühr, Nikolai Schröder, Andreas (Wixler) Stryz, Max Beyer, Hans-Peter Ringer and Max-Josef Meier, FINN entered the US market in early 2022 with the goal of making a car subscription service easy and more affordable. Signup is done entirely online with one flat fee for the rental that covers everything, including insurance. The car is dropped off to customers anywhere in their service area. In the US, the company is currently operating in 11 Eastern states and Washington, D.C. This founder’s journey is based on my interview with FINN co-founder and CEO Maximilian “Maxi” Wühr who at age 28 was named to the 2023 Forbes Europe 30 under 30 list.

“I bought my first car in the US on the West Coast when I was studying there, and it was one of the worst customer experiences that I had. From beginning to end, I felt like I was taken advantage of and so it was just this huge hassle. And so when I thought about starting a company, I went back to what were the biggest pain points that I had and that probably many people also had and what I could do to relieve that hassle and pain,” says Wühr.

Wühr returned to Munich to help start FINN, whose stated mission is to make mobility fun and sustainable. Toward that goal, the company even offsets the entire CO2 emissions of their fleet based on the average vehicle consumption. For every kilogram of CO2 emitted, FINN pays a fixed amount to ClimatePartner, with the proceeds benefiting select climate protection projects.

Wühr, his co-founders and the 400-person team they’ve assembled are betting that their approach will differentiate them from competitors like Sixt+, Autonomy, Freshcar, Drive Flow and Enterprise and OEM subscription arms from Care by Volvo and Porsche Drive, plus a host of others. Each offers their variations of models, pricing and market availabilities.

The FINN approach seems to be working. “We grew from zero to €4 million of annualised revenue in the first year, four to €40 million in the second, 40 to €100 in the third, and now stand at roughly a €150 million revenue run rate. And at the core of this success is the idea that people struggle with the process of getting a new car and how can they can access individual mobility, and I think we have quite a compelling product to offer in that regard,” says Wühr.

How does the company manage with six co-founders? “We have quite a large amount of co-founders. They are all extremely talented, and they make my life a lot easier. And so ultimately, we have very, very clear responsibilities and therefore I can focus on the biggest objectives that I have. I have colleagues that I know and trust that are taking over a ton of responsibility, a ton of ownership. And that enables us to grow quite quickly,” says Wühr.

Wühr and his company’s backers are counting on that exponential growth continuing, as the car subscription business is capital intensive requiring an extensive fleet of vehicles available for on-demand subscriptions. So far, FINN has secured $720 million in debt and leasing facilities and $150 million in equity to support its fleet growth in the upcoming years.

Their latest funding was raised in July of 2023 for a Debt Financing round of €25 million by Avellinia Capital. Its €115 million B Round in May 2022 was led by Korelya Capital. Waterfall Asset Management led another Debt Financing round of $200 million in March of 2022, which came on the heels of a €500 million Debt placement in December of 2021 through Credit Suisse and Waterfall Asset Management. Additional investors include White Star Capital, HV Capital, Picus Capital and others.

Wühr grew up in a small village in Bavaria, Germany close to the Czech border. His father was a dentist and mother had a bookstore and, like the young Wühr, they were never satisfied with the status quo. “My father now is basically only working one day as a dentist, and he's a professor at a university, but not as a dentist, but rather a general practitioner. He always tried out different stuff, and was also always very, very curious to learn. And I think that's where I got my learning attitude from. And my mother in a similar way, but a lot more practical,” says Wühr.

He got his first taste of being an entrepreneur as a teenager building websites for local businesses. He would go on to graduate from Ludwig-Maximilians-Universität München with a degree in economics and continue his studies at Università Bocconi in Milan, Italy; the Center for Digital Technology and Management (CDTM) in Munich and later was a visiting scholar at the University of California Berkley in information technology.

After his studies, he thought he would enter the finance field, but wanted to find a place where he could have more responsibility and immediate impact. “I joined a couple of start-ups early on. And, and one of the most motivating things for me was to see how you can have huge impact at an extremely early stage. I actually jumped around quite a bit, did that a couple of times and in different challenges. And then ultimately, after four years of working in the Munich start-up ecosystem, thought that it was time to now found a company myself,” says Wühr.

As for the future? “We want to expand to California and Florida over the course of the next 12 months. And also looking at other states, for example, Georgia, the Carolinas or Texas for an expansion in late 2024. The other perspective that I have is, I want to make sure that we accelerate electric vehicle adoption. So, we currently have a 30% electric vehicle share in our fleet. And we want to make subscribing to an electric vehicle, the easiest choice that our customers ever faced,” concludes Wühr.

Tue, 15 Aug 2023 08:49:00 -0500 Bruce Rogers en text/html https://www.forbes.com/sites/brucerogers/2023/08/15/can-finn-win-the-vehicle-subscription-service-race/
Killexams : Zennify Appoints Salesforce Alum Michael Rouleau as Chief Revenue Officer

Former customer success leader at Salesforce and Financial Services Executive at Bank of America and Accenture brings best-in-class delivery to further profitability and growth.

SACRAMENTO, Calif., Aug. 15, 2023 /PRNewswire/ -- Zennify, a leading Salesforce and nCino consultancy, today announced the addition of Michael Rouleau as Chief Revenue Officer. Rouleau is a seasoned go-to-market leader with a unique portfolio of experience. 

Zennify (PRNewsfoto/Zennify)

Rouleau brings over 30 years experience optimizing technology for business success. Most recently, Rouleau served as Senior Vice President of Customer Success at Salesforce, leading the North American Financial Services Operating Unit. In his role, Rouleau advised and guided customers with implementations, integrations, roadmaps, user experience, value benchmarking, and process discipline for an optimized Salesforce investment. 

Prior to that, Rouleau was a Technology & Operations executive at Bank of America, as well as a Financial Services executive at Accenture. He's also a military veteran.

"I've worked with the Zennify team over the years as the go-to partner for financial institutions," said Michael Rouleau, CRO, Zennify. "Zennify's approach goes beyond successful implementations and focuses on maximizing capabilities across the business. I'm excited to build upon their current momentum and deliver long-term, sustainable growth to both current and future customers."

"I am very excited for Michael to join our leadership team," said Chris Conant, Zennify CEO. "Michael brings a wealth of senior leadership experience to our organization, which we believe will be transformative for Zennify. His track record of success leading teams at Salesforce and Bank of America, along with his years at Accenture driving enterprise technology deployments in Financial Services, make him an ideal addition to our team. This is a powerful combination that will be a huge value-add to our customers and partners."

As the Chief Revenue Officer, Rouleau, with the executive team, will provide a structure and cadence to allow Zennify to take advantage of its excellent reputation in the market. 

Salesforce and others are among the trademarks of salesforce.com, inc.

Additional resources:

Find out more about Zennify's services
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About Zennify
Zennify is an award-winning technology consulting firm that delivers impeccable solutions not only for its customers, but the community at large. As a Salesforce and nCino partner with a 4.9/5 Customer Satisfaction Rating and investment from Salesforce Ventures and Tercera, Zennify has a reputation for successfully leading complex digital projects for banking, wealth management and insurance companies around the world. Zennify proudly gives 1% of all project costs back via community service and also earned a spot on this year's Inc. 5000.

More information can be found at www.zennify.com.

Media Contact:
Cathy Summers
Summers PR

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/zennify-appoints-salesforce-alum-michael-rouleau-as-chief-revenue-officer-301900995.html

SOURCE Zennify

Tue, 15 Aug 2023 03:00:00 -0500 en text/html https://markets.businessinsider.com/news/stocks/zennify-appoints-salesforce-alum-michael-rouleau-as-chief-revenue-officer-1032555158
Killexams : Certinia summer release brings 'pragmatic' AI and team playbooks to finance and projects
(© AndreyPopov via Canva.com)

Certinia, the services business systems vendor previously known as FinancialForce, introduces its summer release today. As well as new AI features — obligatory in any vendor product announcement these days — there's an interesting new approach to finance automation that brings the concept of template playbooks to managing finance processes such as the monthly close. Other new capabilities include further improvements to resource management, a new overview dashboard for managing multiple projects, more detailed analysis and control of procurement, and an improved dashboard for tracking customer success.

The emphasis of the new AI capabilities is on practical outcomes, which Certinia frames as 'pragmatic AI'. These harness the Einstein Discovery statistical modeling and machine learning toolset that forms part of the underlying Salesforce platform on which the Certinia product set is built. The goal is to go beyond predictive analytics to offer suggested steps towards a achieving an improved outcome. Dan Brown, Chief Product and Strategy Officer at Certinia, explains:

We've had artificial intelligence capabilities in our systems, whether it's auto-regressions in forecasting for various financial and services metrics, or in the optimization functionality in our resource management. But with the summer release, we're introducing a different set of capabilities, some of which have been in early adopter. These capabilities are really more about how you take the data that is in your Salesforce system, and bring it into an Einstein Discovery solution, and then incorporate it back into your application.

We think about this as a very pragmatic approach. It's something that provides greater visibility into how you use artificial intelligence, in contrast to how artificial intelligence can be really a black box inside of a solution. This is more of a solution where you can see the application, you can incorporate it into your system of record, and take action on it.

For example, a report on the number of days customers take to settle invoices not only shows the metric over time, but also makes suggestions about how to achieve faster settlement and shows the projected impact on cashflow. Other examples include suggesting ways to Improve the profitability of planned client projects, how to fine-tune services estimates to Improve win rates, or ways of more quickly allocating staff to projects in a resource management context. In each case, the potential impact is shown to help decision-making and provide new ways of understanding the business. Heidi Minzner, Vice-President, Product Management, elaborates:

We consider these scenarios [as] closed-loop, meaning not just giving an indication of something that might happen, but also what steps you can take to Improve those metrics or change the business outcome.

We also consider them end-to-end ... not just applying them in the application where the user's taking action, but also extending some of our existing analytics dashboards to include these key metrics as well. So you can get a different view of already established business metrics and how the changes that you might make based on the suggested improvements might also change your analytical outlook or your business metrics.

A playbook for period end

New finance automation capabilities include a partnership with OCR and NLP vendor Klippa to automate accounts payables throughout the Certinia system, along with a highly topical function that can apply an inflationary price uplift to selected billing contracts at once, rather than having to update each individually. But in this release, Certinia has also thought about supporting the teamwork required to streamline automation. Brown explains:

This is in part automation, but it's also in part about accounting teams and teamwork. It shouldn't surprise you that that's an important theme for us, since much of our software is about how teams come together and deliver value.

To this end, Certinia has taken the concept of playbooks, which are a core component in its customer success offering, and applied the same concept to finance and accounting processes. A playbook is simply a set of tasks and processes that an organization uses to handle certain events, which acts as a template that users can follow to ensure the various tasks are completed as required. For example, the summer release includes a playbook template that finance teams can use for the period end process. This not only makes it possible to ensure that everything is done on time — because the playbook is digital, it becomes possible to go back and analyze where the process can be improved. Minzner explains:

We can create all the tasks related to period end. You can do assignments of those tasks. They can be scheduled, and they are repeatable. Accounting teams will really start to get a good gauge on what is their true days-to-close metric by having the start and end dates for each of those assignments.

These aren't just for period end. They're actually accounting playbooks, we just have special designation for period ends, since it centers around a period with well-defined dates. But you might imagine using a playbook for an external audit, or your annual operating plan, so it's not exclusive to period-end.

Playbooks are a familiar concept in services organizations for handling projects and implementations, but Certinia is somewhat unique in applying the concept to back-office operations in this way, believes Brown. He sees it as an important differentiator:

We believe that in service economy companies, as we continue to drive automation in your system of record, you're going to need software that facilitates collaboration and team orientation. We think we're uniquely positioned in that regard.

Tracking customer success

New features in the Customer Success (CS) Cloud include a Success Tracker dashboard, which provides a single view of all tasks and objectives in a success plan. CS leaders can view analytics for operational metrics across the CS function. And there's continued emphasis here too on best practice playbooks and template success plans. Brown comments:

The point here is that templatizing and normalizing this type of work is really on the strategic agenda for all customer success leaders. There's a degree of opaqueness on what activities are being done, and what activities have high leverage for success. That's really what the strategy is here, and this continues to be driven by large, strategic customers in our portfolio.

In a briefing with media and analysts ahead of today's release, Scott Brown, CEO of Certinia, included news of signing the company's largest deal in its history in the quarter just closed, one of a number of new wins for the company. He observed:

We continue to have really good success, in particular with net-new logos, where a lot of software businesses today are really suffering on getting new customers to come in and invest in their platform for the first time. We've been very fortunate to have a lot of customers that are brand new to us join the Certinia family, including this largest deal that we just did, and to have the capability to grow with them over time.

He said that the name change from FinancialForce to Certinia has been very well received. Equally important, it helps to reposition the brand as an end-to-end platform for services organizations and businesses. He added:

It's given us the degrees of freedom to open our aperture on everything that we want to do, from opportunity to renewal. So many people that talk just strictly about a PSA space or an ERP space is much narrower than what we aspire to be, as you've seen, and the impact that we want to have for our customers.

My take

Pragmatism shows through, not only in the approach to AI — avoiding generative AI hype — but also in the introduction of the concept of playbooks to the accounting function. Typically, back-office vendors have left the management of work to other teamwork and collaboration platforms, so it's interesting to see Certinia building this into its product offering. In my view, it's an astute move. Digital teamwork becomes increasingly important as organizations become more digitally connected.

Wed, 16 Aug 2023 03:51:00 -0500 BRAINSUM en text/html https://diginomica.com/certinia-summer-release-pragmatic-ai-team-playbooks-finance-projects
Killexams : DevOps Engineer

A market-leading South African ISP is looking for a DevOps Engineer with salesforce experience to join their team.

  • The DevOps engineer is responsible for actioning, leading, and coordinating the activities of different teams to create and maintain our platform, shorten the software development cycle, increase the frequency of deployments, and allow for more dependable releases with synchronized environments.
  • The DevOps engineer will work with various development teams to continually promote improvement in quality standards, procedures, integration, policies, best practices, CI/CD, test automation and monitoring.
  • The DevOps engineer will oversee the DevOps process end to end, including backups, managing access, defining, and tracking DevOps KPI’s. Gain ownership and control over deployments and deployments.

Key Responsibilities:

  • Perform triage on all issues logged to identify and assessing issues on all existing and new applications and software used in DevOps, this includes:
  • Resolve issues as quickly as possible, but also understand the root cause to avoid re-occurrence, communicate back to end user in SLA, train where necessary, if development is required, ensure issue is understood and resolved, and tested, facilitate service transition to avoid key man dependencies. Team must be always aligned with updated knowledge base areas.
  • Get involved in DevOps by:
  • Deploying declarative changes between orgs and version control, monitoring changes made to orgs and roll back mistakes, and by using automated DevOps processes to test, validate, and push code changes.
  • Deploying large Salesforce changes for whole business units, creating standardized release models (“develop once, deploy anywhere”).
  • Developing agile DevOps practices and source-driven workflows for everyone to contribute seamlessly (in collaboration without interfering with each other’s work!). Monitor DevOps performance and increase the frequency and reliability of releases, plus track KPIs for teams and report on DevOps ROI.
  • In checking that newly developed features and customizations meet user, technical, and business requirements, you can execute tests, including UI testing, and ensure code conforms to best practice, data compliance, and security.
  • Monitor system health, manage fallout, perform daily checks, report issues and drive incidents according to process and SLA.
  • Work with cross functional teams from various departments to resolve issues.
  • Being the evangelist, mentor and training of best practice DevOps processes and procedures to technical teams.
  • Build understanding of metadata types and keep an eye on Salesforce’s quarterly releases.
  • Get involved with Salesforce DevOps community for lessons learnt.
  • Focus on how to commit changes to source control, opening pull requests, and how to review and merge each other’s work in source control.
  • Drive optimal use of CI/CD tool (gearset).
  • Running data deployments (sandbox seeding) to test features.
  • Reviewing developers’ code coverage (using automated unit testing) and code quality (using static code analysis).
  • Own how the teams recovers from mistakes and disasters: rollbacks, hotfixes, and restoring from backups.
  • Driving Disaster Recovery Strategy and Testing once a year.
  • Writing reports, document root causes, support guides and any artifacts required to keep knowledge retained.
  • Able to design processes that are efficient and solutions that are scalable.
  • An excellent written and verbal communicator with the ability to learn quickly.
  • Prepare comprehensive documentation detailing the DevOps processes and procedures.
  • Continuously challenge SLA to the minimum to ensure optimal customer experience and same day activation.
  • Drive cost reduction to a minimum.


  • Suitable tertiary qualification.


  • 2-5 years of experience Salesforce administration, release management, or developer experience.
  • Experience with gearset.
  • Able to read, interpret and write Apex, SQL/SOQL/SAQL code.
  • Experienced within Salesforce Sales and Service Cloud (Certified Administrator, Certified Developer).
  • Deployment via Gearset (or similar tool).
  • Experienced in the following: Languages (Apex), Database Technologies (SQL), Scripting (Shell, batch), SF Deployment (SFDX, Change sets, SF Metadata API), Version control tools (Git, Bitbucket), Build Automation tools (Antirabbit, Bamboo, Jenkins, Maven, Apache Ant), Project tracking tools (Jira), Additional Skills (Experience in any programming language (Python, Java), test automation, AWS cloud, Azure cloud, Code coverage, Unit testing).

Systems & Proficiency:

  • MS suite (Excel, Word, PowerPoint, Outlook).
  • Salesforce

Will be measured on:

  • Release velocity.
  • Lead time.
  • Restore time.
  • Change failure rate.
  • 360 reviews.

Should you not receive a response from us within one week of your application, your application has unfortunately not been successful.

You can visit our website for more vacancies: [URL Removed] / LinkedIn [URL Removed]

Desired Skills:

  • DevOps
  • Engineer
  • Salesfoce

Learn more/Apply for this position

Thu, 10 Aug 2023 12:01:00 -0500 en-US text/html https://it-online.co.za/2023/08/11/devops-engineer-185/
Killexams : Assessing the Risk and Potential of Salesforce Inc.’s (CRM) Stock

The stock of Salesforce Inc. (CRM) has seen a -1.43% decrease in the past week, with a -8.34% drop in the past month, and a -0.63% decrease in the past quarter. The volatility ratio for the week is 2.09%, and the volatility levels for the past 30 days are at 1.91% for CRM. The simple moving average for the last 20 days is -3.11% for CRM stock, with a simple moving average of 14.47% for the last 200 days.

Is It Worth Investing in Salesforce Inc. (NYSE: CRM) Right Now?

Salesforce Inc. (NYSE: CRM) has a higher price-to-earnings ratio of 550.08x compared to its average ratio, and the 36-month beta value for CRM is at 1.20. Analysts have varying views on the stock, with 31 analysts rating it as a “buy,” 3 rating it as “overweight,” 15 as “hold,” and 1 as “sell.”

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The average price suggested by analysts for CRM is $240.71, which is $32.35 above the current market price. The public float for CRM is 943.32M, and currently, shorts hold a 0.79% of that float. The average trading volume for CRM on August 22, 2023 was 6.50M shares.

CRM) stock’s latest price update

Salesforce Inc. (NYSE: CRM)’s stock price has increased by 2.05 compared to its previous closing price of 204.83. However, the company has seen a -1.43% decrease in its stock price over the last five trading sessions. Zacks Investment Research reported 2023-08-21 that Salesforce.com (CRM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock’s prospects.

Analysts’ Opinion of CRM

Many brokerage firms have already submitted their reports for CRM stocks, with Morgan Stanley repeating the rating for CRM by listing it as a “Equal-Weight.” The predicted price for CRM in the upcoming period, according to Morgan Stanley is $278 based on the research report published on July 31, 2023 of the current year 2023.

CRM Trading at -3.30% from the 50-Day Moving Average

After a stumble in the market that brought CRM to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -12.25% of loss for the given period.

Volatility was left at 1.91%, however, over the last 30 days, the volatility rate increased by 2.09%, as shares sank -7.37% for the moving average over the last 20 days. Over the last 50 days, in opposition, the stock is trading -0.24% lower at present.

During the last 5 trading sessions, CRM fell by -1.43%, which changed the moving average for the period of 200-days by +30.79% in comparison to the 20-day moving average, which settled at $214.91. In addition, Salesforce Inc. saw 57.65% in overturn over a single year, with a tendency to cut further gains.

Insider Trading

Reports are indicating that there were more than several insider trading activities at CRM starting from Benioff Marc, who sale 15,000 shares at the price of $205.12 back on Aug 17. After this action, Benioff Marc now owns 16,086,166 shares of Salesforce Inc., valued at $3,076,807 using the latest closing price.

Benioff Marc, the Chair and CEO of Salesforce Inc., sale 15,000 shares at $208.23 during a trade that took place back on Aug 16, which means that Benioff Marc is holding 16,101,166 shares at $3,123,394 based on the most latest closing price.

Stock Fundamentals for CRM

Current profitability levels for the company are sitting at:

  • +5.93 for the present operating margin
  • +65.09 for the gross margin

The net margin for Salesforce Inc. stands at +0.66. The total capital return value is set at 2.55, while invested capital returns managed to touch 0.29. Equity return is now at value 0.60, with 0.40 for asset returns.

Based on Salesforce Inc. (CRM), the company’s capital structure generated 25.50 points at debt to equity in total, while total debt to capital is 20.32. Total debt to assets is 14.50, with long-term debt to equity ratio resting at 22.02. Finally, the long-term debt to capital ratio is 17.55.

When we switch over and look at the enterprise to sales, we see a ratio of 6.27, with the company’s debt to enterprise value settled at 0.09. The receivables turnover for the company is 2.89 and the total asset turnover is 0.31. The liquidity ratio also appears to be rather interesting for investors as it stands at 0.95.


In conclusion, Salesforce Inc. (CRM) has had a mixed performance lately. Opinion on the stock among analysts is bullish, with some giving it a “buy” rating and others a “hold”. It’s important to note that the stock is currently trading at a significant distance from its 50-day moving average and its 52-week high.

Mon, 21 Aug 2023 17:02:00 -0500 en-US text/html https://newsheater.com/2023/08/22/assessing-the-risk-and-potential-of-salesforce-inc-s-crm-stock/
Killexams : Pricing, Internal Audit, CRM, Home Insurance, Lead Generation Tools; Comp Survey; MBA's Cost Per Loan Stats

Pricing, Internal Audit, CRM, Home Insurance, Lead Generation Tools; Comp Survey; MBA's Cost Per Loan Stats

As numbers approaching a thousand head to Orange County, CA, for the California MBA’s Western Secondary, keeping an eye on the remnants of a hurricane, it is not an easy lending environment with mortgage rates at 20-year highs, firmly in the 7’s. Thomas Edison believed, "Vision without execution is hallucination." Many owners of lenders and vendors had very good vision and execution some years ago when creating their companies. But thinking that 2020 and 2021 would continue indefinitely would have been classified as a hallucination, and obviously things have become much more difficult with many wondering where things go from here. I don’t have a crystal ball, but a certain percentage of those owners who deferred being serious about exploring a sale, waiting, until after the cycle was obviously on the downside, they’ve perhaps undermined an opportunity for negotiating more favorable deal terms. It can be argued that the smarter entrepreneurs engaged in company sale negotiations while industry mindset is mostly driven by prosperity. (Today’s podcast can be found here and this week’s is sponsored by Richey May, a recognized leader in providing specialized advisory, audit, tax, technology and other services to the mortgage industry for almost four decades.)

Lender and Broker Software and Services

“No time for social media marketing? Introducing… Social Media Marketing for Busy Loan Officers. Tired of stressing over what to post on Facebook or LinkedIn? Want to grow your audience on Instagram without spending hours each week crafting the perfect post? With Be Loangendary, we do all of it for you. Here’s how: 1) Our team of mortgage copywriters and designers craft your social posts every week. 2) Once they’re perfect, we schedule and post to your social accounts. 3) You sit back, relax, and watch the “likes” start rolling in. With Be Loangendary, you get engaging mortgage content without breaking a sweat. That’s social media done for you. Want to get started? Enjoy a 14-day free trial on us!

"Salesforce is committed to partnering with mortgage lenders to drive their technology transformation with modern solutions that are already in practice and serving many of the top mortgage lenders in the country. As part of its efforts to drive the industry forward through the adoption of a modern tech stack, Salesforce identified UMortgage to establish the precedent of utilizing its mortgage and lending software to its fullest potential to facilitate better client experiences. Using customized task management systems and automations within Salesforce, UMortgage has been able to achieve 300% year-over-year growth and near-perfect 95 net promoter score (NPS), an indicator of a best-in-class client experience. Check out the following link to learn more about the innovative technological systems that are helping UMortgage Loan Originators maximize their lead generation & conversion. With an investment in intuitive solutions, UMortgage is driving the mortgage industry towards a better future that enables brokers to thrive."

We’re hearing that lenders are ramping up their tech stacks and (most importantly) focusing on the quality of the data powering that technology. If you’re considering taking your company’s tech stack to the next level, look for a property data provider that delivers the most comprehensive data through the best channels to meet your unique business needs. That’s why we’re highlighting First American Data & Analytics and its repository of more than 8+ billion recorded documents. First American is more than just a data provider. It offers end-to-end solutions for the mortgage lifecycle. From detecting fraud and risk to providing valuation solutions, First American powers lenders to make informed, data-driven decisions. If you’re ready to have access to the most accurate, complete, and current data, reach out to the team and get a data trial now.

“Lenders, the home insurance market is facing unprecedented volatility. We want to hear if it's affecting your business and the closing process. Take our five-minute survey to share your thoughts. As a thank you, you can select to be entered to win a $100 Amazon gift card, compliments of Matic Insurance. Click here to begin the survey. Matic is a home insurance marketplace built for the mortgage industry. Learn how mortgage enterprises can implement a new revenue stream that helps borrowers navigate the insurance buying process. Book a demo today.

Wholesale lending is undergoing a transformation that will leave those who cling to outdated processes behind. Using bargain CRMs as electronic phone books or even worse, spreadsheets to track brokers, is a clear sign that your sales process is holding you back. Modern CRM technology like OptifiNow provides a comprehensive, out-of-the-box solution that helps wholesale lenders create a sales and marketing process that drives broker engagement and significantly increases loan volume. Download our guide to finding the right CRM for wholesale lenders to learn how to transform your wholesale business and stay ahead of the competition!

What's an internal audit anyway and do you need one? An internal audit acts as a third line of defense for your mortgage operation. It provides comprehensive assurance based on the highest level of independence and objectivity to evaluate the effectiveness of management’s internal controls. This function should advise your mortgage operation on plans to achieve the company's strategic, operational, financial and compliance goals. An effective internal audit should go far beyond just checking a compliance box; it should be an integral part of protecting your company. If you want to ensure you’re adhering to regulatory requirements and demonstrating good faith business practices, a Richey May internal audit is a good fit. If you’re looking to be Fannie Mae approved in the future or want to maintain your approved status, it’s required. If you’re unsure whether you need an internal audit, ask one of Richey May’s experts today or learn more here.

Pricing Products and Programs

Lender Price introduces Composable Pricing UI, an innovative user interface that empowers lenders to effortlessly customize their pricing engine using No Code or Low Code options. With a variety of skinning options and increased flexibility, Lender Price users can now easily create a personalized pricing experience with an abundance of options to choose from. Surpassing the limitations of single UI platforms seen with competitors, the era of rigid, one-size-fits-all PPE’s is over. With a flexible pricing engine like Lender Price, users now have the ability to tailor their interface based on their individual needs and preferences. Composable UI represents a paradigm shift in digital lending technology UX, liberating both individuals and organizations from the constraints of single UI platforms," said Dawar Alimi, Lender Price CEO. “With an abundance of options and unparalleled flexibility, users can personalize and take charge of their pricing experience.” Email us or request a demo today.”

In this market, hustle is everything. You can’t afford to waste a single deal or a single minute. That’s why ReadyPrice has launched its innovative new Shop, Lock & Deliver loan exchange platform, designed to help independent mortgage brokers like you save time and money. Now you can shop competitive loan offerings from multiple lenders, get rate lock guarantees in real time, receive underwriting findings, and deliver the borrower’s complete loan file to lenders and all on a single platform, at no cost to brokers. It’s the industry’s most powerful universal delivery portal, and it’s already helping brokers around the country thrive and compete in even the toughest market environments. Multiple lenders. One platform. Zero b.s. Check ReadyPrice out today.

STRATMOR Comp Information and Survey

Yesterday I published, “What do underwriters and processors and LOs make? STRATMOR has the information, spelled out in a latest Perspectives piece.” Several wrote to say that there is a wide disparity in pay based on experience, at every level, and that averages may not be telling the whole story. Point well taken, although the drop in volume/units has not been matched by the drop in personnel. Stay tuned…

Information is critical in making payroll decisions. STRATMOR Group’s Compensation Connection® Study provides valuable insight into compensation components, incentive plan structures, role specifics and more, aggregated by company type, annual volume, and region. Prior three-year trending is also included on most metrics. Get the compensation data you need: sign up for the Fall 2023 Compensation Connection® Study today!

Lenders can Relive the 2nd Quarter of 2023

Spoiler alert: Losses continue but at a slower pace. The MBA has crunched the numbers of those surveyed and calculated that independent mortgage banks (IMBs) and mortgage subsidiaries of chartered banks reported a pre-tax net loss of $534 on each loan they originated in the second quarter of 2023, an improvement from the reported loss of $1,972 per loan in the first quarter of 2023.

Marina Walsh, CMB, MBA’s Vice President of Industry Analysis and overall good person, summed up the Quarterly Mortgage Bankers Performance Report. “After 11 consecutive quarters of increases, origination costs declined by over $2,000 per loan. Volume picked up during the spring homebuying season and additional personnel were shed. However, the substantial cost savings per loan was not enough to put the average net production income in the black… Production losses were less severe than the previous two quarters and net servicing financial income was strong. Additionally, most mortgage companies in our survey managed to squeeze out an overall profit during one of the toughest times for the mortgage industry.”

Once again, servicing income helped big time. Think about that as companies sell it off. When the MBA looked at both production and servicing, 58 percent of companies were profitable last quarter, an improvement from 32 percent in the first quarter of 2023 and 25 percent in the fourth quarter of 2022. Still, the average pre-tax production loss was 18 basis points (bps) in the second quarter of 2023, compared to an average net production loss of 68 bps in the first quarter of 2023, and down from a loss of 5 basis points one year ago. The average quarterly pre-tax production profit, from the third quarter of 2008 to the most latest quarter, is 47 basis points.

“Total production revenue (fee income, net secondary marketing income and warehouse spread) decreased to 328 bps in the second quarter, down from 358 bps in the first quarter. On a per-loan basis, production revenues decreased to $10,510 per loan in the second quarter, down from $11,199 per loan in the first quarter.

“The purchase share of total originations, by dollar volume, increased to a study high of 89 percent in the second quarter. For the mortgage industry as a whole, MBA estimates the purchase share was at 80 percent in the second quarter, with the average loan balance for first mortgages increasing to $343,386 in the second quarter, up from $329,159 in the first quarter.

It ain’t cheap to do a loan. “Total loan production expenses (commissions, compensation, occupancy, equipment, and other production expenses and corporate allocations) decreased to $11,044 per loan in the second quarter, down from a study-high $13,171 per loan in the first quarter of 2023. From the third quarter of 2008 to last quarter, loan production expenses have averaged $7,236 per loan.

“Servicing net financial income for the second quarter (without annualizing) was $94 per loan, up from $54 per loan in the first quarter. Servicing operating income, which excludes MSR amortization, gains/loss in the valuation of servicing rights net of hedging gains/losses, and gains/losses on the bulk sale of MSRs, was $105 per loan in the second quarter, up from $102 per loan in the first quarter.”

For all the stats, there are five Mortgage Bankers Performance Report publications per year: four quarterly reports and one annual report. Contact Falen Taylor (202-557-2771). The reports can also be purchased on the MBA's website.

Capital Markets

At this point it can be argued that the Fed doesn’t want to see higher long-term rates. But bond yields continue to rise across the board, impacting mortgage rates of course, continuing an upswing that began nearly three months ago at the beginning of the summer. In fact, the yield on the benchmark 10-year Treasury (US10Y) closed at 4.25% on Wednesday, the highest level since 2008. The upward march this week follows the release of the latest Federal Open Market Committee minutes, which stressed that additional interest rate hikes might be needed.

"With inflation still well above the Committee's longer-run goal and the labor market remaining tight, most participants continued to see significant upside risks to inflation, which could require further tightening of monetary policy... Participants generally noted a high degree of uncertainty regarding the cumulative effects on the economy of past monetary policy tightening... and emphasized the importance of communicating as clearly as possible about the Committee's data-dependent approach to policy and its firm commitment to bring inflation down to its 2% objective."

Stronger-than-expected economic data continues to pour in, helping stock market prices, especially if you think the Fed to end its hiking cycle soon. Others say 10-year yields above 4 percent still present a good buying opportunity, in contrast to the potential rewards from pricey stocks and multiples that might not be as appealing. But it seems that bond investors have shifted to a “higher-for-longer” narrative coming out of the Fed, causing nominal rates and real rates to keep moving higher. Not good for housing affordability.

Strong economic data continued yesterday with initial jobless claims -11k and Philly Fed beating expectations by 22 points. That helped to lift benchmark 10-year U.S. Treasury yields above 4.30 percent as MBS once again sold off across the coupon stack. The latest surge in U.S. mortgage rates to anywhere between 10-month and two-decade highs, depending on who you ask, has pushed housing affordability to the lowest level in nearly four decades. Yesterday also brought another troubling sign for the Chinese economy as Beijing authorities are said to have told state-owned banks to step up intervention in the currency market in a push to prevent a surge in yuan volatility.

With no major data releases or Fedspeak today, the market will be left to its own devices. We begin the day with Agency MBS prices better from Thursday afternoon by .250, the 10-year yielding 4.22 after closing yesterday at 4.31 percent, and the 2-year at 4.91: yield curve inversion is alive and well without a recession.

Fri, 18 Aug 2023 05:19:00 -0500 text/html https://www.mortgagenewsdaily.com/opinion/pipelinepress-08182023
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