Salesforce-Advanced-Cross-Channel testing - Salesforce Advanced Cross Channel Updated: 2024

The Best Salesforce Certification Courses

Salesforce Certification Courses for Beginners

1. The Complete Salesforce Classic Administrator by Udemy

2. Prepare for Your Salesforce Administrator Credential by Trailhead 

3. Formula Fundamentals in Salesforce by PluralSight 

4. Cert Prep: Salesforce Certified Administration by LinkedIn Learning (Formerly Lynda.com)

5. Salesforce Platform App Builder Certification Course by Udemy

6. Prepare for Your Salesforce Platform App Builder Credential by Trailhead

Advanced Salesforce Certification Courses

7. Salesforce Certified Advanced Administrator- Part 1 by Udemy 

8. Salesforce Sales Cloud Consultant Certification by Udemy

9. Salesforce Service Cloud Consultant Certification Course by Udemy

What Makes a Great Salesforce Certification Course?

Taught by an Experienced Salesforce Trainer

Interactive and Includes Resources 

Self-Paced

Choose the Right Salesforce Certification Course

Frequently Asked Questions

The new service, called Sandbox, is essentially an on-demand app-testing environment that provides customers with mirrored replicas of their Salesforce deployments so they can see how new and customized apps run before pushing them into production. The service will enable subscribers to replicate their entire application deployments, along with all of their live data, with a click of a button.

Sandbox was conceived over the past couple of months since AppExchange was first announced, the result of customer demand for some kind of parallel environment that would allow them to kick the tires of the applications they add by testing them against real data. The assumption is that the availability of a variety of new applications via the AppExchange will result in many Salesforce customers expanding their deployments with new capabilities. Sandbox is a way to increase AppExchange adoption by offering a layer of protection against potentially buggy apps by providing a glimpse at how they perform under production strain.

But Salesforce is aware that some customers may want to simplify things. "Some customers don't want to deal with information during testing," says Phill Robinson, executive VP of marketing. "It can be cumbersome to test customizations against a massive data set." For that reason, Salesforce is making the Sandbox available in two pricing options: A full-blown testing environment, with all production data, will run $25 a month per user, while companies that don't want to replicate their data can subscribe for $18 a month per user.

Sandbox and AppExchange both will be available by Jan. 31, with Sandbox offered only to customers of Salesforce's enterprise edition.

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Salesforce offers a full suite of add-ons available mainly on the SalesForce AppExchange. These optional Salesforce programs include tools to support different needs and industries. Depending on the complexity of those needs, you’ll pay anywhere from nothing to hundreds of dollars for one (or multiple) apps. You can also find add-ons under the “products” tab on the Salesforce website.

Salesforce’s apps come from both first- and third-party providers. They also vary in pricing, often including new tiers that differ from what Salesforce offers. Simple apps, like 360 SMS, start at $7 per month but might cost more depending on how many texts you send. Other apps, like the Salesforce Adoption Dashboard, are entirely free. You also have freemium apps, like JotForm, which are free for the first five forms. 

Each app is different, requiring another knowledge base to learn this optional system. Much like shopping for CRM systems, you must go through testing and adoption phases. Thankfully, Salesforce is a cloud-based SaaS system, meaning you can easily customize it according to your needs. Below, you’ll learn more about some of the most popular add-ons you might consider. 

Pardot Pricing

Salesforce Pardot is a popular marketing automation platform that comes in four tiers. Here’s a breakdown of what those tiers provide:

• Growth: $1,250/mo; focuses on marketing automation 
• Plus: $2,750/mo; provides deeper analytics and personalization features
• Advanced: $4,400/mo; AI support and developer sandbox features
• Premium: $15,000/mo; offers predictive analytics and personalized product support

Pardot supports up to 10,000 contacts, with its higher tier supporting 75,000.

Service Cloud

Service Cloud focuses on the customer support side of Salesforce. It also has identical pricing compared to Sales Cloud (Salesforce’s primary offering). Here’s a breakdown of pricing:

• Starter: $25/user/mo; provides a simple customer case management dashboard
• Professional: $80/user/mo; provides case swarming and computer telephony integration (CTI)
• Enterprise: $165/user/mo; provides AI features and a self-service system for your customer support staff
• Unlimited: $330/user/mo; 24/7 support alongside AI-powered chatbots
• Unlimited+: $500/user/mo; advanced AI support and the ability to better integrate data across Tableau Analytics and Data Cloud

Sales Cloud does not come with Service Cloud. However, you can discuss discounts for integrating both when talking with an account executive. 

CPQ and Billing

Both CPQ and Billing are features you can find under Salesforce’s Revenue Cloud service. 

CPQ (Configuration, Pricing and Quoting) is a flexible pricing system that changes price depending on usage level or optional features. When selling software with add-ons, it can help you simplify billing customers. It comes in two forms:

• CPQ: $75/user/mo; provides limited customization options
• CPQ Plus: $150/user/mo; provides more process control and automated features

Billing is another feature of Revenue Cloud which comes in two forms, although the pricing requires you to call in:

• Growth: Has a built-in invoicing system for scheduling and merging multiple invoices
• Plus: Advanced billing systems based on usage ratings; supports automatic payments

If purchasing the complete sales CRM, some of these features are integrated with advanced plans, meaning you don’t need to pay extra. 

Einstein Analytics

Einstein Analytics is the AI-driven analytics software from Salesforce that comes with the Unlimited plan. Enterprise customers might choose to pay separately, selecting one of the four plans below:

• Einstein Predictions: $75/user/mo; provides simple, automated insights
• CRM Analytics Growth: $140/user/mo; more advanced analytics platform without AI features
• CRM Analytics Plus: $165/user/mo; combines features from Predictions and Analytics Growth
• Revenue Intelligence: $220/user/mo; provides revenue insights as well other features

MuleSoft

MuleSoft is an integration-based platform that connects multiple apps, helps integrate numerous APIs and provides automated systems between those softwares. Another way to look at it: it’s a complex version of Zapier with way more power for programmers. 

MuleSoft’s pricing varies heavily but can cost up to $250,000 per year. You’ll need to call and discuss your unique needs for a quote. 

This year did not start off great for Salesforce, with an unusual level of turbulence and uncertainty surrounding the company. But as the year comes to a close, Salesforce finds itself in surprisingly good shape financially: Its stock is up over 96% year-to-date. Earlier this year, such an outcome would have seemed impossible to imagine.

The bad news started rolling in even before the new year began, when co-CEO Bret Taylor, who many speculated was being groomed to be heir apparent to Marc Benioff, quite suddenly announced he was leaving the company at the end of November. A week later, Slack CEO and co-founder Stewart Butterfield announced he, too, was stepping down. Losing two key executives in less than a week would be a huge hit to any company, but it would be just the start of an onslaught of bad news for the CRM giant.

As the year began, we learned that activist investors were, well, quite active inside the company. This included Elliott Management, Starboard Value, ValueAct Capital, Inclusive Capital and Third Point. When activists show up, they usually have a strong opinion on how to “fix” a company, and this would be no different.

First, we learned that Salesforce was bringing in three new board members, which felt like a way to appease the activists — especially because one of them was Mason Morfit, CEO and chief investment officer of ValueAct, one of those very same activists.

Activists typically pressure the company to cut costs, and in corporate terms, that usually means cutting staff. Sure enough, Salesforce soon announced that it was cutting 10% of its workforce, or 7,000 people, on January 4, 2023. The excuse was that it had overhired during the pandemic and this was a correction, but it could also have been throwing the activists a cost-cutting bone.

Either way, reports suggested the company didn’t handle the layoffs well, engineers were being pressured, and Benioff began preaching about going back to the office after embracing work from home, and what Salesforce called the “Digital HQ,” during the pandemic. The company’s reputation as a progressive, employee-friendly organization took a big hit.

The salesforce services market is set to top US$ 13 Billion in 2022 and is predicted to expand at a stupendous CAGR of 14.4% to reach a valuation of US$ 33.5 Billion by 2029. Salesforce services currently account for a 2% share in the global IT services market. Market development is mainly forced by the increasing adoption of salesforce services in the BFSI industry.

As Salesforce services defy the ‘one-size-fits-all’ concept, service providers are offering end-to-end assistance to help end-users get services that are best suited to their requirements. With thousands of Salesforce implementations across multiple enterprises, the Salesforce service providers are extensively focusing on creating impactful experiences to generate substantial profits.

Opportunities galore for manufacturers with the increasing focus of businesses on improved customer engagement and interaction – key imperative driving growth and profitability amid competitive spaces.

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Some of the highly-effective Salesforce offerings- marketing cloud, commerce cloud, and community cloud to name a few- have gained immense popularity over the years, which is further nudging businesses to choose Salesforce services for long-term returns.

North America – A Hub of Opportunities for Service Providers:
According to the report, the increasing adoption of Salesforce services in the BFSI sector is likely to continue, making it one of the most lucrative verticals for Salesforce service vendors. Over the years, the focus of BFSI has shifted toward fruitful customer engagement in real-time and across any device. This, in turn, is pushing the demand for the adoption of Salesforce services in BFSI, thereby giving new opportunities for the Salesforce service vendors to reap profits.

Growth prospects for the Salesforce services, as the report opines, are high in North America, particularly in the US. In addition, the adoption of Salesforce services in Western Europe is estimated to intensify by the end of 2029, which is likely to encourage the vendors to solidify their service capabilities.

As far as growth and expansion are concerned, strategic business partnerships and acquisitions will continue to be the best way forward for vendors. Those alliances will lay the foundation for bespoke innovations to come to the fore, thereby creating a ‘win-win’ for both parties involved. Considering the challenges enterprises face in terms of Salesforce deployment, key service providers active in the market will continue to focus on offering unmatched support and assistance in a bid to ensure client satisfaction and engagement.

In addition, Salesforce service providers will also continue to center on getting ‘Salesforce service certifications’ to reap benefits in the long run, as these certifications will not only help them strengthen their core competencies but also expand their client bases.

Leading Key Players:
Since there are so many companies actively providing salesforce services, the nature of the market has become quite competitive. SAP SE, Oracle Corporation, Microsoft Corporation, Salesforce.com Inc., Adobe Inc., DXC Technology, Accenture PLC, IBM Corporation, Pegasystems Inc., Verint Systems Inc., Tata Consultancy Services Limited, and AT&T Inc. are some of the leading salesforce service companies.

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Salesforce Services Market Segmentation:

By Type of Service:

• Planning
  • Advisory Services
  • Change Management
• Implementation
  • Integrated Services
  • Custom Application Development
  • Application Modernisation and Data Migration
  • Testing Services
• Manage
  • Monitoring
  • Upgrade
  • Governance
  • Helpdesk
  • Training
  • BPO

By Application:

• Sales Cloud
• Service Cloud
• Marketing Cloud
• App Cloud
• Commerce Cloud
• Analytics

By Vertical:

• Salesforce Services in BFSI
• Salesforce Services in Healthcare and Life Sciences
• Salesforce Services in Media and Telecom
• Salesforce Services in Retail and CPG
• Salesforce Services in Government
• Salesforce Services in Manufacturing
• Salesforce Services in High Technology
• Salesforce Services in Energy & Utilities

By Region:

• North America
• Latin America
• Europe
• East Asia
• South Asia & Pacific
• Middle East & Africa (MEA)

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• Several former Salesforce employees rejoined the company this year as "boomerangs."

• There were also high-profile departures of longtime executives.

• See below for Salesforce's leavers and joiners in 2023.

The end of 2022 was marked by a series of executive departures at Salesforce, including the exit of co-CEO Bret Taylor, who had been heir apparent to CEO Marc Benioff.

2023 was also a year of change, starting with a major restructuring that included laying off 10% of the company's workforce and ending with some old familiar faces in the C-suite.

In the wake of pressure to up profit and cut costs from a group of activist investors, including Elliott Management and Starboard Value, some longtime company veterans left, and former executives have returned to help. Benioff affectionately refers to those who have re-joined as "boomerangs," and he has called for more to come join them as Salesforce ramps up generative AI efforts.

Meanwhile, chief operating officer Brian Millham's influence at the company is on the rise. Some have speculated he could be first in line to succeed Benioff as CEO — if and when Benioff decides to step down.

Below is a list of the major Salesforce executive changes in 2023.

COO Brian Millham took on additional responsibilities. He now oversees about 70% of Salesforce's employees.

President and COO Brian Millham has been with Salesforce since 1999, but his influence at the company has ballooned in the last 18 months, which has caused some speculation that he could be first in line to succeed CEO Marc Benioff. In 2023, Millham's purview expanded to include marketing, employee success, and business technology, in addition to his other responsibilities — global sales, customer success, global alliances and channels, and professional services. Millham was promoted to COO, two years after a promotion to chief customer success officer and COO of global distribution.

Chief business officer Ebony Beckwith left Salesforce after 14 years.

By the time company veteran Ebony Beckwith left Salesforce in May, she held three different titles: chief business officer, chief of staff to Marc Benioff, and CEO of Salesforce Foundation. Neither Salesforce nor Beckwith gave a reason for her departure. Her LinkedIn profile has not been updated with a new job. Beckwith joined Salesforce in 2008 and began leading philanthropic efforts in 2014.

Former CMO Sarah Franklin is leaving the company at the end of the year to join Lattice as CEO.

After 15 years at Salesforce, Sarah Franklin has been named CEO of HR software startup Lattice, run by Jack Altman, brother of Sam Altman. She starts on January 2. In June, Franklin moved from her role as Salesforce's chief marketing officer to chair of the advisory board alongside Alex Dayon, who is retiring at the end of the year. Franklin was named president and CMO in 2021. She joined the company's marketing department in 2008.

Ariel Kelman returned to Salesforce as chief marketing officer.

Former Oracle CMO Ariel Kelman took the top marketing job at Salesforce in June. Kelman is one of Benioff's "boomerangs" — he first worked for Salesforce from 2005 to 2011, when he left to run worldwide marketing at Amazon Web Services. After eight years at AWS, Kelman spent a year and a half as CMO of Oracle. Kelman left Oracle in August of 2022 after the restructuring of the marketing organization he'd spent nearly two years building. At the time, sources told Business Insider that Kelman had clashed with Oracle CEO Safra Catz over the changes, which included mass layoffs.

Former Okta CMO Kendall Collins joined Salesforce as Marc Benioff's chief of staff.

Another of Benioff's "boomerangs," Collins joined Salesforce in April as chief business officer and chief of staff, roles previously held by Ebony Beckwith. Collins first worked for Salesforce from 2004 to 2016 after spending the first few years of his career at Oracle. Most recently, Collins was CMO of cloud software company Okta. He left that role in February of 2022, staying on as an advisor.

Former chief people officer Brent Hyder left Salesforce in August for VF Corp.

Hyder's relatively short — but busy — run at Salesforce ended in August when he left to join apparel group VF Corp. as chief people officer. In the four years he was at Salesforce, Hyder's human resources organization oversaw a pandemic-fueled hiring spree, followed by a major restructuring initiative that included laying off 10% of the company. In June, Insider reported that Hyder offended some employees with comments he made during a Pride Month event. Hyder joined Salesforce in 2019 from Gap Inc., where he had been chief people officer.

Miguel Milano joined Salesforce as chief revenue officer.

Milano joined Salesforce as president and CRO in August. Another "boomerang," Milano first worked at Salesforce from 2011 to 2020, eventually overseeing the international sales organizations for Europe and the Middle East, Latin and Central Americas, Africa, and Asia-Pacific regions. Milano left Salesforce in 2020 for the German data processing company Celonis, where he was CRO until his return to Salesforce. Former Salesforce CRO Gavin Patterson left the company in January.

Lidiane Jones is leaving Slack to take the top job at Bumble.

Jones, a Salesforce product executive who was named CEO of Slack in January, was recently appointed to succeed Whitney Wolfe Herd as CEO of Bumble Inc. Jones starts at Bumble in January. She joined Salesforce in 2019 from Sonos Inc. and quickly worked her way up from vice president of product for Commerce Cloud to overseeing the entire division. Denise Dresser, a Salesforce executive, will replace Jones as Slack CEO.

Advisory board chair Alex Dayon is retiring at the end of the year.

Dayon, a 15-year Salesforce veteran, is set to retire at the end of the year, Salesforce said in June. He is currently president and special advisor to the CEO, working remotely from Paris, according to his LinkedIn. He was previously president and chairman of the advisory board, reporting directly to Benioff, and before that, held chief strategy at product roles. Dayon joined Salesforce in 2008 and at one point, was gifted an electric BMW by Benioff.

A new chief legal officer joined. The chief trust officer left.

After 18 months as Salesforce's chief trust officer, Vikram Rao left the company in October to take the top cybersecurity role at Atlassian.

In June, Sabastian V. Niles joined Salesforce as president and chief legal officer. Niles, formerly a partner at Wachtell, Lipton, Rosen, & Katz, had been counseling Salesforce as it responded to a group of activist investors earlier in the year.

Read the original article on Business Insider