Category Archives: Salesforce Implementation

Working with Salesforce Account Teams

In Salesforce, Account team is a group/team of users working together on an account, making tracking of collaboration on account easier. Suppose there is a team of people working on an Application say ‘ProjectBuilder’. This team contains developers, team lead, project manager, delivery manager, Sales Manager, Executive Sponsor. Now each of the team member has a role to play. Developer is responsible for developing the application, team lead is responsible for managing the developer, project manager is responsible for planning and monitoring of the project., and the delivery manager is responsible for the timely and accurate delivery of the application, sales manager is responsible to reach the established sales target and executive sponsor is responsible to project aligned with organization’s strategy. Now the account is ProjectBuilder and developer, team lead, project manager, delivery manager. Sales Manager and Executive Sponsor are the users. To track the progress of the team of users both the internal and the partner user, Account Team concept is used.

Use of Account Team

Using Account team, we can grant access to account and their related contacts, cases and opportunities. Account team is good to use in private sharing model where users cannot see/edit other accounts. We can include any set of roles in account team and can assign a user to every role who will then be part of the account team and will be responsible for the account. We can use a member of the Account Team to:

  • Identify responsible people on an account and contact them.
  • Assign role-specific tasks on the account.
  • Using account role, send campaigns on an account team member’s behalf

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Posted in Agile, salesforce administrator, salesforce consultant, Salesforce Implementation, Salesforce.com, Team Collaboration. Tagged with , , , , , .

Predicting Success of your Salesforce Development Project

Can you really predict the success of your Salesforce Development /Integration project with a high degree of confidence at the beginning of your project?

The answer is No!

But you can rate your people, process and tools that are required for success and use that to predict success with a ‘good enough’ confidence level.

Pillars of Salesforce Development Project

Pillars of Salesforce Development Project success.

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Posted in Agile, Apex Development, Salesforce cloud Implementation, salesforce consultant, salesforce customization, salesforce development, Salesforce DevOps, Salesforce Implementation. Tagged with , , , .