Download links for free pdf to pass Salesforce-CDP exam

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Exam Code: Salesforce-CDP Practice test 2023 by Killexams.com team
Salesforce-CDP Salesforce Customer Data Platform (CDP)

Exam Specification:

- test Name: Salesforce Customer Data Platform (CDP)
- test Code: Salesforce-CDP
- test Duration: 90 minutes
- test Format: Multiple-choice and multiple-select questions

Course Outline:

1. Introduction to Salesforce Customer Data Platform (CDP)
- Understanding the role and benefits of a Customer Data Platform
- Overview of Salesforce CDP and its key features
- Exploring use cases and business scenarios for CDP implementation

2. CDP Architecture and Data Model
- Understanding the architecture and components of Salesforce CDP
- Exploring the data model and data sources in CDP
- Designing and configuring data ingestion and transformation processes

3. Data Governance and Privacy in CDP
- Implementing data governance practices in CDP
- Ensuring data privacy and compliance with regulatory requirements
- Managing consent and preferences for customer data

4. Segmentation and Audience Management
- Creating and managing customer segments in CDP
- Defining target audiences and customer personas
- Personalizing customer experiences based on segmentation

5. Customer Journey Orchestration
- Designing and automating customer journeys in CDP
- Mapping customer touchpoints and interactions
- Implementing journey analytics and optimization

6. Data Analytics and Insights
- Analyzing customer data and generating insights
- Implementing data visualization and reporting capabilities
- Utilizing machine learning and AI for data analysis

7. Integration and Data Exchange
- Integrating CDP with other Salesforce products and third-party systems
- Implementing data synchronization and data exchange processes
- Designing and configuring API integrations for data flow

8. CDP Implementation and Deployment
- Planning and executing CDP implementation projects
- Managing data migration and data quality processes
- Ensuring system scalability and performance

Exam Objectives:

1. Understand the role and benefits of a Customer Data Platform.
2. Design and configure the architecture and data model in Salesforce CDP.
3. Implement data governance and ensure data privacy in CDP.
4. Create and manage customer segments for targeted marketing efforts.
5. Design and automate customer journeys in CDP.
6. Analyze customer data and generate insights using CDP.
7. Integrate CDP with other systems and implement data exchange processes.
8. Plan and execute CDP implementation projects.

Exam Syllabus:

The test syllabus covers the following syllabus (but is not limited to):

- Introduction to Salesforce CDP
- CDP architecture and data model
- Data governance and privacy in CDP
- Segmentation and audience management
- Customer journey orchestration
- Data analytics and insights
- Integration and data exchange
- CDP implementation and deployment

Salesforce Customer Data Platform (CDP)
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Killexams : Salesforce Salesforce study - BingNews https://killexams.com/pass4sure/exam-detail/Salesforce-CDP Search results Killexams : Salesforce Salesforce study - BingNews https://killexams.com/pass4sure/exam-detail/Salesforce-CDP https://killexams.com/exam_list/Salesforce Killexams : PEOPLE's 100 Companies That Care in 2023: Employers Putting Their Communities First No result found, try new keyword!The businesses on PEOPLE's annual list go the extra mile to honor their customers, empower their employees — and make the world a better place ... Wed, 23 Aug 2023 00:00:00 -0500 en-us text/html https://www.msn.com/ Killexams : This Is What Whales Are Betting On Salesforce

Someone with a lot of money to spend has taken a bearish stance on Salesforce CRM.

And retail traders should know.

We noticed this today when the big position showed up on publicly available options history that we track here at Benzinga.

Whether this is an institution or just a wealthy individual, we don't know. But when something this big happens with CRM, it often means somebody knows something is about to happen.

So how do we know what this whale just did?

Today, Benzinga's options scanner spotted 34 uncommon options trades for Salesforce.

This isn't normal.

The overall sentiment of these big-money traders is split between 29% bullish and 70%, bearish.

Out of all of the special options we uncovered, 12 are puts, for a total amount of $911,203, and 22 are calls, for a total amount of $861,474.

What's The Price Target?

Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $140.0 to $300.0 for Salesforce over the last 3 months.

Volume & Open Interest Development

Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.

This data can help you track the liquidity and interest for Salesforce's options for a given strike price.

Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Salesforce's whale activity within a strike price range from $140.0 to $300.0 in the last 30 days.

Salesforce Option Volume And Open Interest Over Last 30 Days

Biggest Options Spotted:

Symbol PUT/CALL Trade Type Sentiment Exp. Date Strike Price Total Trade Price Open Interest Volume
CRM PUT TRADE BEARISH 08/18/23 $220.00 $287.3K 4.4K 255
CRM PUT SWEEP BULLISH 01/19/24 $210.00 $174.4K 2.0K 106
CRM PUT SWEEP BULLISH 08/18/23 $220.00 $103.5K 4.4K 174
CRM CALL TRADE BEARISH 08/25/23 $180.00 $77.7K 25 30
CRM CALL SWEEP BULLISH 11/17/23 $195.00 $73.6K 157 35
Symbol PUT/CALL Trade Type Sentiment Exp. Date Strike Price Total Trade Price Open Interest Volume
CRM PUT TRADE BEARISH 08/18/23 $220.00 $287.3K 4.4K 255
CRM PUT SWEEP BULLISH 01/19/24 $210.00 $174.4K 2.0K 106
CRM PUT SWEEP BULLISH 08/18/23 $220.00 $103.5K 4.4K 174
CRM CALL TRADE BEARISH 08/25/23 $180.00 $77.7K 25 30
CRM CALL SWEEP BULLISH 11/17/23 $195.00 $73.6K 157 35

Where Is Salesforce Standing Right Now?

  • With a volume of 4,058,076, the price of CRM is down -1.52% at $203.84.
  • RSI indicators hint that the underlying stock may be oversold.
  • Next earnings are expected to be released in 13 days.

What The Experts Say On Salesforce:

  • Morgan Stanley downgraded its action to Equal-Weight with a price target of $278
  • Mizuho has decided to maintain their Buy rating on Salesforce, which currently sits at a price target of $250.
  • Mizuho has decided to maintain their Buy rating on Salesforce, which currently sits at a price target of $260.

Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.

If you want to stay updated on the latest options trades for Salesforce, Benzinga Pro gives you real-time options trades alerts.

© 2023 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Thu, 17 Aug 2023 22:24:00 -0500 text/html https://www.benzinga.com/markets/options/23/08/33901985/this-is-what-whales-are-betting-on-salesforce
Killexams : Is The Market Rewarding Salesforce, Inc. (NYSE:CRM) With A Negative Sentiment As A Result Of Its Mixed Fundamentals?

With its stock down 9.0% over the past month, it is easy to disregard Salesforce (NYSE:CRM). We, however decided to study the company's financials to determine if they have got anything to do with the price decline. Stock prices are usually driven by a company’s financial performance over the long term, and therefore we decided to pay more attention to the company's financial performance. In this article, we decided to focus on Salesforce's ROE.

Return on equity or ROE is an important factor to be considered by a shareholder because it tells them how effectively their capital is being reinvested. In short, ROE shows the profit each dollar generates with respect to its shareholder investments.

View our latest analysis for Salesforce

How Do You Calculate Return On Equity?

The formula for ROE is:

Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity

So, based on the above formula, the ROE for Salesforce is:

0.7% = US$379m ÷ US$57b (Based on the trailing twelve months to April 2023).

The 'return' is the income the business earned over the last year. So, this means that for every $1 of its shareholder's investments, the company generates a profit of $0.01.

What Is The Relationship Between ROE And Earnings Growth?

We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. Depending on how much of these profits the company reinvests or "retains", and how effectively it does so, we are then able to assess a company’s earnings growth potential. Assuming everything else remains unchanged, the higher the ROE and profit retention, the higher the growth rate of a company compared to companies that don't necessarily bear these characteristics.

Salesforce's Earnings Growth And 0.7% ROE

It is hard to argue that Salesforce's ROE is much good in and of itself. Even compared to the average industry ROE of 11%, the company's ROE is quite dismal. Therefore, Salesforce's flat earnings over the past five years can possibly be explained by the low ROE amongst other factors.

We then compared Salesforce's net income growth with the industry and found that the company's growth figure is lower than the average industry growth rate of 19% in the same 5-year period, which is a bit concerning.

past-earnings-growth

Earnings growth is an important metric to consider when valuing a stock. It’s important for an investor to know whether the market has priced in the company's expected earnings growth (or decline). By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. What is CRM worth today? The intrinsic value infographic in our free research report helps visualize whether CRM is currently mispriced by the market.

Is Salesforce Efficiently Re-investing Its Profits?

Salesforce doesn't pay any dividend, meaning that potentially all of its profits are being reinvested in the business. However, this doesn't explain why the company hasn't seen any growth. So there might be other factors at play here which could potentially be hampering growth. For example, the business has faced some headwinds.

Conclusion

On the whole, we feel that the performance shown by Salesforce can be open to many interpretations. While the company does have a high rate of reinvestment, the low ROE means that all that reinvestment is not reaping any benefit to its investors, and moreover, its having a negative impact on the earnings growth. With that said, the latest industry analyst forecasts reveal that the company's earnings are expected to accelerate. Are these analysts expectations based on the broad expectations for the industry, or on the company's fundamentals? Click here to be taken to our analyst's forecasts page for the company.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sun, 13 Aug 2023 02:00:00 -0500 en-US text/html https://finance.yahoo.com/news/market-rewarding-salesforce-inc-nyse-140017604.html
Killexams : Activists back off Salesforce after share price recovery

The Salesforce Tower New York building is pictured in Manhattan in New York City, U.S., April 14, 2023. REUTERS/Mike Segar/file photo Acquire Licensing Rights

NEW YORK, Aug 14 (Reuters) - Salesforce Inc (CRM.N) was heavily criticized by several activist investors in early 2023 but by the end of June, after results came in better than expected and a new director was added, filings show some cut their stakes or exited completely.

Starboard Value, among the first to publicly push the U.S. software company in October to do better calling for a greater focus on profitability, cut its stake by 20% to own roughly 2 million shares on June 30, according to a regulatory filing.

Third Point LLC, which had owned 800,000 shares earlier this year, no longer owned any shares on June 30, its filing shows.

The changes in ownership came after significant overhauls at Salesforce helped push its share price higher.

Inclusive Capital Management, one of four activists closely involved with Salesforce in early 2023 along with Starboard, Elliott Investment Management and ValueAct Capital, exited even earlier, according to filings.

After Inclusive owned 1.6 million shares at the end of 2022, Salesforce was no longer listed on filings detailing ownership for the first or second quarters.

Pressure built on Salesforce and its CEO Marc Benioff during the first months of 2023. But cost cuts, news that it was boosting its share buybacks and dismantling its mergers and acquisition committee, plus stronger-than-expected fourth quarter growth went a long way to quiet the activists, sources familiar with the matter said.

The company also added Mason Morfit, the co-chief executive officer of investment firm ValueAct, to its board during the first quarter. ValueAct's ownership stake remained unchanged at 3.5 million at the end of the second quarter, its filing shows.

However, a handful of other investors, including ones that might not have been pushing for change, cut their holdings between April and the end of June.

Sachem Head Capital Management cut its stake by 20% after Salesforce made up nearly 5% of its portfolio. Farallon Capital Management sold 44% of its stake in Salesforce during the second quarter, while Polen Capital cut its holding by 24% and Light Street Capital reduced its ownership stake by 15%.

Salesforce's stock price has surged 57% since January and the bulk of the move occurred during the first quarter when the activists were pushing for changes and the company delivered.

During the second quarter the stock price moved to $211 a share from $199 a share. It closed at $212.06 on Monday.

Reporting by Svea Herbst-Bayliss; Editing by Sonali Paul

Our Standards: The Thomson Reuters Trust Principles.

Mon, 14 Aug 2023 17:03:00 -0500 Svea Herbst-Bayliss en text/html https://www.reuters.com/technology/activists-back-off-salesforce-after-share-price-recovery-2023-08-15/
Killexams : Salesforce: This Dip Is An Easy Buy
Salesforce To Purchase Popular Messaging Platform Slack For 27 Billion

Stephen Lam

It has been a rocky earnings season so far. Investors have demanded nothing short of perfection to justify sky-high valuations; even when companies beat guidance and Wall Street expectations, big losses are ensuing as the markets unwind a chunk of the

Sun, 13 Aug 2023 18:00:00 -0500 en text/html https://seekingalpha.com/article/4628080-salesforce-this-dip-is-an-easy-buy
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.


ALSO READ: HOW TO MAKE THE MOST OUT OF YOUR SALESFORCE INVESTMENT


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.

ALSO READ: SALESFORCE GENIE CAN TRANSFORM YOUR SALES STRATEGY

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 : Salesforce cage-rattlers leave in profitable peace

A logo of Salesforce is seen at its exhibition space, at the Viva Technology conference dedicated to innovation and startups at the Porte de Versailles exhibition center in Paris, France June 16, 2022. Acquire Licensing Rights

NEW YORK, Aug 15 (Reuters Breakingviews) - For activist investors in Salesforce (CRM.N), the low-hanging fruit should suffice. After a nearly 60% rise in the $200 billion software developer’s share price so far this year, Jeff Smith’s Starboard Value and Dan Loeb’s Third Point are selling down their stakes. It’s a good time to pocket gains as Big Tech faces fresh challenges.

Fast growth and big-ticket acquisitions that Salesforce boss Marc Benioff had pursued turned anathema last year. The stock price roughly halved, falling faster than the Nasdaq-100 Technology Sector Index (.NDXT). Profit became a bigger focus, and rabble-rousers that also included ValueAct and Elliott Investment Management came calling.

The prescription was simply to throw everything into reverse. Benioff eventually acquiesced, slashing 10% of the workforce, disbanding the deals committee and unveiling a $20 billion stock buyback plan. Operating margins increased in the quarter ended April 30.

Now comes the hard part. Salesforce’s top-line growth hit a 13-year low, mirroring challenges at other technology goliaths. Joining the artificial intelligence hype, company executives mentioned it 76 times on the latest earnings call. It’s not clear yet that investment in AI will pay off, however, and customers are tightening their belts on other products. Offloading Salesforce now is a relatively easy sell. (By Jonathan Guilford)

Follow @Breakingviews on Twitter

(The author is a Reuters Breakingviews columnist. The opinions expressed are their own.)

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Editing by Jeffrey Goldfarb and Sharon Lam

Our Standards: The Thomson Reuters Trust Principles.

Opinions expressed are those of the author. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.

Tue, 15 Aug 2023 04:57:00 -0500 en text/html https://www.reuters.com/breakingviews/salesforce-cage-rattlers-leave-profitable-peace-2023-08-15/
Killexams : Salesforce CRM Review and Pricing

Salesforce Editor’s Score: 9.5/10

Pricing/value

9.2

Features

9.7

Customization, add-ons and integrations

9.8

Ease of use

9.1

Customer service

9.5

Why We Chose Salesforce as the Best CRM for Customization

Salesforce is arguably the best-known CRM provider on the market. It has an established community and a well-earned reputation for being a leader in the customer relationship management field. While it was created to meet the needs of enterprises and large businesses, Salesforce has expanded its scope and now actively targets businesses of all sizes.

Unlike more rigid competitors, Salesforce CRM provides countless personalization and customization options, giving businesses a high level of control over how the system looks and acts. We were particularly impressed by how Salesforce handles workflow automation and by its pioneering integration of AI in CRM customization.

Notably, Salesforce was one of the first CRM platforms to open itself up to third-party developers, giving it more apps and customization options than any other provider. If Salesforce doesn’t have a built-in function you need, there’s almost certainly an app to compensate. If not, a developer can create and deploy a specific solution. 

Salesforce CRM’s initial setup requires time and IT skills. Its learning curve is far steeper than those of many other CRM providers we reviewed. However, you’ll enjoy flexible CRM software guaranteed to accommodate all custom processes and meet the changing needs of your business. For all these reasons and more, Salesforce is our top CRM choice for customization.

Salesforce CRM pipeline management

Salesforce CRM’s pipeline management feature gives an overview of your sales opportunities. Source: Salesforce

Salesforce may not be the best choice for businesses with less complex operational needs. If your SMB’s CRM needs are straightforward, check out our review of monday.com CRM to learn about a well-executed system designed for SMBs.

What We Like About Salesforce CRM

  • The Salesforce CRM is highly customizable; with time, you can modify almost every element to fit your specific business needs.
  • The lowest-priced plan includes advanced features such as mass emails, marketing campaign management, a drag-and-drop app builder, and lead auto-assignment.
  • Salesforce has an immense selection of support materials, videos and tutorials, as well as a helpful online community.

What We Don’t Like About Salesforce CRM

  • Due to the sheer volume of customization and automation options, setting up the Salesforce CRM to match your business’s specific processes and needs can be time-consuming. It may require training for your in-house marketing team and administrators.
  • You must know CSS, HTML and other coding languages to customize specific elements within Salesforce.
  • Salesforce’s pricing model can be confusing; there’s a lack of clarity around add-ons, which can drive up costs.

Ease of Use

Despite its complexities, Salesforce is surprisingly easy to implement and use. Here are some notable ease-of-use factors we discovered. 

  • Salesforce’s navigation process is straightforward. We like that Salesforce keeps the navigation process simple. The upper tab-style layout is typical across business and personal software, making it easy to grasp; categories like “Home,” “Contacts,” “Accounts,” “Leads,” “Tasks,” “Reports” and “Opportunities” need no explanation. You can get instant help from the question mark icon in one of the corners of the screen – a handy feature we’ve seen on many other CRM packages.
  • You can use Salesforce at a limited level out of the box. Because of its numerous features and customizations, setting up the Salesforce CRM takes more time and expertise than other solutions we reviewed. However, we appreciate that Salesforce’s smart default setup options help businesses use the CRM out of the box. You can gradually modify contact, opportunity, account, task and workflow elements as you explore the software’s full scope over time.
  • Salesforce doesn’t provide practice data. Note that you’ll need data to practice on during onboarding; Salesforce doesn’t supply this. To get practice data, you can duplicate and isolate existing data or use a service like Mockaroo to create dummy data.
  • Salesforce’s onboarding and support resources are robust. We were pleased to see that Salesforce offers a wealth of support materials, webinars and guides to facilitate the CRM implementation process and resolve usability issues. Its global Trailblazer community is also an excellent resource. Additionally, the vendor promises a two-day query response time.
  • Onboarding users and updating permissions is straightforward. While in-house administrators may need specific training, we appreciate that Salesforce provides excellent admin controls. Setting up various permissions based on groups or individual users is simple. This is notable because some CRMs allow only admin settings by group. Creating different displays and workflows for various departments and employees is also straightforward. If you have even moderate technical expertise and admin experience, you should have no trouble onboarding users, updating permissions or managing this CRM daily.

Salesforce visual dashboard

Salesforce’s visual dashboards help your team pinpoint problems and work on solutions. Source: Salesforce

Salesforce’s upper-tier plans provide business owners access to live support, coaching sessions and adoption guidance for an additional fee. This may be useful if you’re considering switching CRM systems to Salesforce.

Salesforce Features

The Salesforce product boasts an impressive array of CRM features that make it one of the best on the market. Here are some of the most notable features that provide excellent CRM software benefits.

Comprehensive Business Ecosystem

We like that Salesforce’s business products seamlessly integrate. Businesses can grow with the Salesforce CRM and gradually adopt new features as needed. Additional Salesforce product categories include:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Commerce Cloud
  • Safety Cloud
  • Heroku (Heroku is an app development platform; read our Heroku review to learn more.)
  • Quip (a collaboration tool)
  • Salesforce Platform (with high-level development, customization, analytics and built-in AI)

You can use Salesforce’s impressive range of third-party apps to run many aspects of your company, from marketing to fulfillment. HR, data analytics, workforce collaboration and finance apps plug directly into Salesforce CRM. You can even add ERP apps to Salesforce to build a system close in function to the ERP platform described in our review of Oracle NetSuite CRM

We also like how Salesforce’s AppExchange breaks down apps by industry. There are 12 sector-specific areas on AppExchange, including communications, financial services, manufacturing and professional services.

Salesforce is a capable solution for companies that want to Boost customer service performance. Read our review of Salesforce Service Cloud to discover how it helps supervisors and teams manage ongoing customer relationships.

Customization

We were impressed by Salesforce CRM’s vast customization capabilities – an area where it truly stands out among the competition. While many CRMs we reviewed offer options for customizing deal and contact fields, email templates, and dashboards, Salesforce lets you do much more. 

Here are some of our favorite customization options: 

  • Change how pages look and function. You can change how pages look and function to suit your specific needs. Use the CSS settings to adjust the spacing between page elements, colors and fonts. You can modify customer records to show just the lists, sections and fields you want particular co-workers to see, improving employee collaboration
  • Use object control to customize the system. The Salesforce CRM’s object control is superior to that of other CRMs we tested. Objects are “fields” within databases (like name, address, email, etc.). Salesforce makes it easy to add objects so you can record exactly the information you want on accounts, contacts and leads. You can set permissions on records and fields to determine who else can view and edit fields. You can even make objects actionable by adding buttons, actions, triggers and links to create processes for adding a new customer, supplier or co-worker to the database.
  • Use the developer console to create custom apps. We really liked Salesforce’s developer console. Many businesses, particularly SMBs, won’t have in-house programmers but may use freelance developers to develop specific functions within Salesforce. Salesforce gives these developers a dev console where they can write, test and debug code for your custom applications. We found the inclusion of Apex triggers within the dev environment particularly helpful because it will shorten the development cycle in most instances. A developer sandbox and an app builder are included with every plan. 

Salesforce custom dashboard

Sales managers can customize their dashboards with specific objects. Source: Salesforce

Integrations and Add-ons

We like that CRM users can build customizable systems and integrate their favorite business apps via the Salesforce AppExchange store. Other CRM software companies we reviewed have similar online stores for add-ons, but Salesforce’s is far more comprehensive, with thousands of available integrations. 

The company makes it easy to search for add-ons based on the product name and view industry-specific product bundles. Because Salesforce is such a huge company, its industry-specific add-ons are expansive. There’s even a separate section for small business-specific add-ons, many of which are free.

On the AppExchange, you’ll find five different solution categories:

  • Apps: Similar to mobile apps on Apple’s App Store or Google Play, AppExchange apps are direct, preprogrammed plug-ins that interact with Salesforce. You can customize most apps via their settings. Apps add new functions or Boost and augment existing functions on your platform.
  • Lightning Bolts: Lightning Bolts are prebuilt templates providing extra features to employees, partners, suppliers and anyone accessing your Salesforce CRM. Hundreds of Lightning Bolts have various use cases. For example, there are supply chain management bolts for suppliers, project management tools for employees and tools to access client account information. 
  • Flow solutions: Salesforce incorporates Flow Builder, a tool that simplifies workflow automation via a simple drag-and-drop approach. Flow solutions are prebuilt workflows or processes you can import directly into the Salesforce Flow development tool. 
  • Lightning data: These are customer tracking tools that can enrich customer and prospect data and keep them updated regularly. We saw four such tools during our review process.
  • Components: Components are reusable features you can deploy to build your own apps within Salesforce. There are nearly 300 free components and around 30 paid ones.

Salesforce is embracing the “low code” and “no code” trends with its Lightning App Builder and Salesforce Flow drag-and-drop tools. Read our HubSpot review to learn about another CRM with drag-and-drop functionality.

Salesforce CRM AppExchange

New apps are added to the AppExchange daily, further enhancing its appeal. Source: Salesforce

Intuitive Productivity Tools

We were pleased to see Salesforce’s intuitive productivity-boosting tools, particularly its built-in project management features. (Freshworks has similar tools; read our Freshworks CRM review to learn more.) Once implemented, sales and marketing departments – as well as managers – will find it easy to manage and build workflows, assign and follow tasks, and check off permissions. 

Salesforce’s visual dashboards allow sales reps to check KPIs and track their progress toward quotas, facilitating productivity and accountability. We like that you can add meetings straight from the calendar tab and see an instant overview of your schedule. 

Additional add-on productivity tools are available through the AppExchange.

Artificial Intelligence

Salesforce’s artificial intelligence (AI) strides impressed us with capabilities beyond those of the competitors we reviewed. Salesforce was a CRM-AI pioneer, launching its high-profile AI tool, Einstein, in 2016. Today, the company has picked up the pace amid breakthroughs in the generative large language model AIs (like ChatGPT and Bard) that power tools like Einstein. Einstein is available on Salesforce’s upper-tier plans or as a paid add-on.

Einstein can do the following after gathering data from system use and user input: 

  • Help salespeople with call prompts
  • Handle web chats via the Service Bot chatbot
  • Recommend products to clients to facilitate upselling and cross-selling
  • Create excellent product presentations
  • Generate workflows to make companies more efficient 
  • Predict with a high degree of accuracy which deals will close
  • Deep dive into social media and present you with sentiment analysis about your brand
  • Help CEO decision-making with decision support systems that provide advice based on live analytics 

Einstein, in its current form, is amazing, and we look forward to seeing its next iterations. We expect AI (and the solutions other CRM providers develop) to be integral to corporate life and CRM adoption in the coming years. We’re not awarding best use of AI in this round of CRM reviews; however, if we were, Salesforce would win.

Einstein can flag emails in which leads express critical concerns that could prevent a deal from moving forward, allowing a sales rep to prioritize those messages and act fast to grow and sustain customer relationships.

Salesforce Einstein tool

Salesforce’s Einstein tool can help with sentiment analysis so you understand how your brand is perceived. Source: Salesforce

Trailblazer Community

Nearly every CRM vendor we reviewed has some form of an online community. However, Salesforce’s Trailblazer community is particularly impressive, replete with documentation invaluable for admins. You can find step-by-step guides on everything from creating custom CRM reports to turning on user notifications. 

There’s also an extensive user-only forum for direct communication with other admins and CRM users and a comprehensive Trailhead learning platform with various product-related courses, upskilling opportunities and official certifications. 

Salesforce Pricing

You can purchase Salesforce’s Sales Cloud CRM via one of four subscription tiers:

  • Essentials
  • Professional
  • Enterprise
  • Unlimited

Unlike Salesforce competitors monday and HubSpot, there’s no free plan.

Only Essentials is available on a month-to-month basis; all other plans require an annual contract. Bear in mind that annual contracts often require you to pay for the whole year upfront, which may not be ideal for some businesses.

All costs below are applied when billed annually. All plans allow you to send 5,000 email marketing messages daily from the platform, which is much more generous than many other providers we reviewed. 

Essentials

Price: $25 per user per month; available for up to 10 users

Features: Account, contact, lead, task and opportunity management; lead auto-assignment; prevention of duplicates; automatic capture of a  lead’s available web information; mass email; marketing campaigns; customizable reports and dashboards; email integration with Gmail and Outlook; and Salesforce mobile app

Professional

Price: $75 per user per month

Features: Everything in the Essentials plan, plus pipeline management, lead registration, rules-based lead scoring, collaborative forecasting, a forecasting mobile app, quote and order management, roles and permissions, and a developer sandbox

Enterprise

Price: $150 per user per month

Features: Everything in the Professional plan, plus workflow and approval automation, sales teams and territories, opportunity scoring, and advanced reporting

Unlimited

Price: $300 per user per month

Features: Everything in the Enterprise plan, plus a sales engagement hub, AI-powered sales insights with Einstein, sales cadences and 24/7 support

Other Charges

Salesforce is pricey compared to other CRM solutions we reviewed. It’s a massive product with many add-ons and customizations; the subscription costs listed here should be considered jumping-off points. 

You can spend considerably more on Salesforce. For example, CPQ & Billing, which allows you to quickly configure, price and quote complex solutions, costs $75 per user per month. Other add-ons include Pardot, Quip, Einstein AI and Sales Dialer – all sold separately. There are additional costs if you opt for training or help with implementation.

Many other SaaS products offer free versions and low-cost, entry-level subscriptions that can be used indefinitely. While $25 per user per month isn’t exorbitant, it’s not a realistic long-term option for most small businesses because only 10 users are supported at that level. The next plan jumps to $75 per user per month – significantly more expensive than the competition. 

We recommend taking advantage of Salesforce’s 14-day free trial to ensure this CRM is worth the investment.

Onboarding and Implementation

Implementing CRM software always takes care and patience. But due to its breadth of customization options, Salesforce CRM’s implementation process can vary drastically, taking anywhere from a few days to several weeks. While that may seem alarming, users will quickly see that this CRM is worth the effort once it is set up.

Salesforce and third-party agencies can manage your initial implementation and launch for you. Still, this help comes at a cost, depending on your company size, number of employees, data volume and complexity, third-party integrations, and customization level.

Fortunately, you don’t necessarily have to create a complex solution immediately. You can use the software out of the box and modify it as your business needs evolve. Thanks to the Salesforce CRM’s intuitive design and overall sophistication, the learning curve isn’t steep for non-admin users after implementation.

In addition to a vast library of training materials, Salesforce offers adoption guidance and coaching services for an extra cost. That may be worth it for business owners concerned about setting up the CRM and onboarding users.

Use the Data Import Wizard from the Setup menu to import up to 50,000 standard objects – like contact, lead and account information – from a CSV file.

Customer Service

While Salesforce is a market leader in CRM technology, integrations and capabilities, we found that it falls short in the customer service department. When we reached out for information about the company’s services, the response was delayed.

When we did communicate with customer support reps, they were very helpful and used real-life situations to explain the product’s features and answer questions about the program. They were very clear and offered several solutions to help further our understanding. However, compared to other providers we called, their answers could have been more detailed.

Unfortunately, Salesforce has a C-minus rating with the Better Business Bureau (BBB) and isn’t an accredited BBB business. It earned 1 out of 5 stars and closed 55 complaints within the last three years. That’s disappointing and surprising for a company that’s so well regarded in the industry. 

On the plus side, Salesforce provides an extensive selection of self-guided resources, access to the Trailblazer community and basic technical support. Additionally, its Unlimited package comes with 24/7 assistance. 

For an additional fee of 30 percent of your total monthly service fees, users can access 24/7 phone support, expert coaching and a dedicated account manager.

Limitations 

Salesforce CRM is an excellent solution; however, we did identify some limitations: 

  • Customizations can be complex. Salesforce’s biggest strength – its customization capabilities – is also a potential downside. Setting up a fully customized CRM tailored to your business’s specific sales funnel, structure and workflows requires time and, ideally, a dedicated IT team. Entrepreneurs and smaller companies might be better off with an easy-to-use yet still customizable solution like Zoho. (Learn more in our detailed Zoho CRM review.)
  • Salesforce requires technical knowledge. Most of the Salesforce CRM’s customizable elements require some basic technical knowledge of CSS and HTML. This is slowly improving since the introduction of the Lightning App Builder and Salesforce Flow tools. For example, the Lightning Email Templates use a more interactive drag-and-drop functionality, similar to some rival CRMs we reviewed. Salesforce is getting simpler and more intuitive over time. However, it’s not there yet. 
  • Pricing can be challenging to understand. Due to the number of available add-ons and platforms, it can be difficult to estimate the final price of your desired CRM solution. However, Salesforce’s sales and support teams are happy to provide a unique quote for your business.

Methodology

When evaluating the best CRM software, we conducted extensive comparative research of dozens of software solutions in the category. Our product review process was designed to help you find the right CRM for your business. It included customer support team communication, trials to evaluate product functionality, and an evaluation of each provider’s tutorials, webinars and support materials. We also took pricing into consideration. When looking for the best CRM for customizability specifically, we examined customization options, available integrations, reporting and analytics, and sales automation.

Salesforce FAQ

Is Salesforce easy to learn?

Though the Salesforce system has an extensive collection of CRM features and add-ons, its intuitive design and standard CRM lingo make it easy to learn. The vendor also provides various training materials and courses on Trailhead, the company’s free online learning platform, to get you started.

Can I use Salesforce for free?

Salesforce doesn’t have a free plan; its pricing starts at $25 per user per month. However, the company offers a 14-day free trial so you can assess whether it’s a good fit for your business. 

Bottom Line

We recommend Salesforce CRM for …

  • Businesses that need a flexible and highly customizable CRM solution.
  • Companies that want access to a large collection of integrations and add-ons to suit their processes and industries.
  • Businesses looking for a CRM that can expand with their evolving needs.

We don’t recommend Salesforce CRM for …

  • Businesses that want a free CRM solution or advanced CRM functionality at an affordable price.
  • Entrepreneurs and small businesses with limited IT resources.
  • Companies that need a straightforward CRM system that works right out of the box and is easy to customize with no technical skills required.

Nadia Reckmann contributed to this article. 

Wed, 16 Aug 2023 11:59:00 -0500 en text/html https://www.business.com/reviews/salesforce-crm-software/
Killexams : Litigator of the (Past) Week: Bracewell’s Warren Harris Revives Sex-Trafficking Suit Against Salesforce

Salesforce cannot lean on Section 230 of the Communications Decency Act—a go-to defense for technology companies—to shield itself from civil liability stemming from its work for defunct website Backpage.

In a 2-1 decision on Aug. 3, the U.S. Court of Appeals for the Seventh Circuit Court reversed an Illinois district court that had found Salesforce couldn’t be held liable for participant liability in a case brought on behalf G.G., who was trafficked on Backpage when she was 13-years old. In particular, the court’s majority held that G.G. and her mother were not required to show that Salesforce, which allegedly provided custom software to Backpage, specifically knew that the site was trafficking the plaintiff. To survive a motion to dismiss, she need only allege Salesforce knew that Backpage was a trafficking venture it was profiting from.

Tue, 15 Aug 2023 23:42:00 -0500 en text/html https://www.law.com/litigationdaily/2023/08/16/litigator-of-the-past-week-bracewells-warren-harris-revives-sex-trafficking-suit-against-salesforce/?slreturn=20230723164419
Killexams : More younger people are receiving cancer diagnoses, study finds — especially this type

Diagnoses of early-onset cancers — those affecting people 50 and younger — spiked between 2010 and 2019, according to a study published in JAMA Network Open this week.

The fastest-growing type was gastrointestinal cancer, which rose 14.80%, followed by cancer of the endocrine system (8.69%) and breast cancer (7.7%).

Gastrointestinal cancer originates anywhere along the digestive tract, including the esophagus, small intestine, stomach, pancreas, colon, bile duct, gall bladder, liver, anus and rectum.

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Despite gastrointestinal cancer’s sharp increase, breast cancer still had the highest total number of cases among those 50 and under in 2019.

A team of researchers led by the National University of Singapore analyzed data from 17 national cancer registries from Jan. 1, 2010, to Dec. 31, 2019, according to the journal article discussing the study.

Diagnoses of early-onset cancers — which include those affecting people 50 and younger — spiked between 2010 and 2019, according to a study that's been published in JAMA Network Open. (iStock)

The researchers found that in the study period, the overall incidence of early-onset cancers increased — while it decreased for those over 50.

"The increase in early-onset cancers is likely associated with the increasing incidence of obesity as well as changes in environmental exposures, such as smoke and gasoline, sleep patterns, physical activity, microbiota and transient exposure to carcinogenic compounds," the study authors wrote in the journal.

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"Early-onset cancer is associated with substantial mortality and morbidity," the authors added.

Findings confirm ‘disturbing trend,’ says expert

Dr. Monique Gary, medical director of the Grand View Health/Penn Cancer Network in Pennsylvania, where she also serves as director of the breast program, was not involved in the study but reviewed the findings.

"Early-onset cancer is associated with substantial mortality and morbidity," the study authors wrote. (iStock)

"The study is further evidence of a disturbing trend that physicians have more than anecdotally known to be true, which is that cancer rates are increasing in younger individuals," she told Fox News Digital.

"It is not surprising that the risk factors associated with increased cancer incidence are largely preventable," she added.

"Future studies will be very telling with respect to the impact that COVID-19 has had upon these preventable risk factors in younger populations."

These risk factors — obesity, tobacco and alcohol intake, sedentary lifestyles, and decreased quality and lack of adequate rest — were all exacerbated during the pandemic, the doctor noted.

"Future studies will be very telling with respect to the impact that COVID-19 has had upon these preventable risk factors in younger populations," she added.

"The study is further evidence of a disturbing trend that physicians have more than anecdotally known to be true, which is that cancer rates are increasing in younger individuals," a doctor told Fox News Digital. (iStock)

Among all the risk factors cited, the impacts of stress and a sedentary lifestyle have been most underestimated, the doctor said.

"While we are becoming more adept at understanding lifestyle factors that influence cancer risk, a lot of work still needs to be done to understand the biological mechanisms," she said.

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"Every day, we are uncovering new information regarding the complexities of cancer, and we are at a crossroads now, where we should challenge our understanding of cancer as a disease of aging."

Know the ways to keep cancer at bay

While there are underlying genetic factors and biomarkers of the disease, Dr. Gary emphasized the need to find ways to reduce chronic and preventable illness to "reverse the trend of climbing rates of malignancy."

Despite gastrointestinal cancer’s sharp increase, breast cancer still marked the highest total number of cases among those 50 and under in 2019. (iStock)

"Breast and gynecological cancers continue to have the highest incidence in 30- to 39-year-olds, and this should prompt a close examination of the screening, best practices, guidelines and risk-reducing strategies for individuals within this age group — especially those with family history and other non-preventable risk factors," she said.

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The doctor also stressed the need to focus on mental health and diet, as well as social determinants of health that influence these risk factors. 

"The most important thing to do is to act, to move your body," she said. "COVID forced people of all ages to shelter at home, and most of us have adapted to an increased sedentary lifestyle as a result."

She added, "We need to make sure we prioritize an active lifestyle, and even a small action can make a big difference."

"The most important thing to do is to act, to move your body."

It is also important to adopt the principle of "food as medicine," Gary said. 

"Plant-forward diets high in antioxidants and cruciferous vegetables help to decrease cancer risk," she noted. 

"We also know, as highlighted in this study, that tobacco (in all forms, including vaping) and alcohol intake is a major factor, and it’s important to be aware of our habits and how to manage them."

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"The beauty of wellness is that when we work to Boost one area, the benefits extend to other areas as well," she said. 

"Cancer risk is an important and major consideration and risk factor, but we also must be mindful of the impact of other chronic illnesses on our overall well-being."

The study had limitations

As with any study, there were some limitations with this one, Gary noted. 

One is the study period itself; it was done between 2010 and 2019. 

"It does not paint the full picture of the impact of COVID-19 lockdowns on comorbidities and cancer risk factors," the doctor said. 

"We need to make sure we prioritize an active lifestyle, and even a small action can make a big difference," a doctor told Fox News Digital. (iStock)

"Additionally, as the study notes, the utilization of body mass index (BMI) as a screening tool for chronic disease such as obesity, which is linked to cancer risk, has been called into question," she told Fox News Digital.

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"It’s an important consideration as we look to reevaluate the ways in which we measure these comorbidities for more accurate reporting," she added.

In the future, parallel studies that look at patterns of other chronic illnesses in young people, including the impact of sedentary lifestyles and diet, are needed, said Gary.

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"While knowledge is power, we need to act on the data and on this knowledge so that ‘wellness’ is no longer just a buzzword or a mindset, and that the actions to achieve wellness are clearly defined, personalized, accessible and integrated into all that we do."

Fox News Digital reached out to the study authors for comment.

Mon, 21 Aug 2023 03:36:00 -0500 Fox News en text/html https://www.foxnews.com/health/more-younger-people-cancer-diagnoses-study-finds-especially-type
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