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Salesforce-Certified-Identity-and-Access-Management-Designer Certified Identity and Access Management Designer

The Salesforce Identity and Access Management Designer exam measures a candidate’s knowledge and skills related to the following objectives.



Identity Management Concepts: 28%

Describe the role(s) an identity provider and service provider play in an access control solution.

Describe common methods for how trust connections are established between two systems and the methodologies used to describe trust between an identity provider and service provider.

Given a scenario, articulate whether it describes an authentication, authorization, or accounting scenario and what Salesforce feature should be used to accomplish the task.

Given a scenario, recommend the appropriate method for provisioning users in Salesforce and other third-party services (SOAP/REST API, SAML JIT, Identity Connect, User Provisioning for Connected Apps, etc.).

Describe the risks to enterprise security that federated Single Sign-on solutions aim to address.

Given a scenario, troubleshoot common points of failure that may be encountered in a Single Sign-on solution (SAML, OAuth, etc.).

Accepting Third-Party Identity in Salesforce: 22%

Describe the components of an identity management solution where Salesforce is accepting identity from a third party.

Given a scenario, recommend the appropriate authentication mechanism when Salesforce needs to accept Third-Party Identity (Enterprise Directory, Social, Community, etc.).

Given a scenario, recommend the appropriate method of SAML initiation to fulfill the requirements (SP-init, IdP-init.).

Describe the components of a Delegated Authentication solution.

Describe the risks of implementing delegated authentication.

Salesforce as an Identity Provider: 23%

Given a scenario, determine the most appropriate flow type to recommend when implementing an OAuth solution where Salesforce is providing identity to a third party (for example, User Agent, Web Server, JWT, etc.).

Describe the various implementation concepts of OAuth (for example; scopes, secrets, tokens, refresh tokens, token expiration, token revocation, etc.).

Describe the role(s) Connected Apps play when Salesforce needs to provide identity to a third-party system.

Given a scenario, recommend the Salesforce technologies that should be used to provide identity to the third-party system (Canvas, Connected Apps, App Launcher, etc.).

Access Management Best Practices: 15%

Describe the risks that Two-Factor Authentication mechanisms aim to mitigate.

Given a scenario, determine the most appropriate Two-Factor Authentication mechanism for an identity solution.

Given a scenario, identify the risks and mitigation strategies that session security and Two-Factor Authentication enable (for example; High Assurance Sessions, 2FA, etc.).

Salesforce Identity: 7%

Given a scenario, recommend the most appropriate Salesforce license type(s) to support the identity requirements.

Describe the role(s) Identity Connect plays in an Identity Management solution.

Community (Partner and Customer): 5%

Describe the capabilities for customizing the registration experience for external communities (for example; Branding options, self-registration, communications, etc.).
Certified Identity and Access Management Designer
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Question: 62
Universal Containers (UC) implemented SSO to a third-party system for their Salesforce users to access the App
Launcher. UC enabled User Provisioning on the Connected App so that changes to user accounts can be synched
between Salesforce and the third party system. However, UC quickly notices that changes to user roles in Salesforce
are not getting synched to the third-party system .
What is the most likely reason for this behaviour?
A. User Provisioning for Connected Apps does not support role sync.
B. Required operation(s) was not mapped in User Provisioning Settings.
C. The Approval queue for User Provisioning Requests is unmonitored.
D. Salesforce roles have more than three levels in the role hierarchy.
Answer: A
Question: 63
An architect needs to set up a Facebook Authentication provider as login option for a salesforce customer Community .
What portion of the authentication provider setup associates a Facebook user with a salesforce user?
A. Consumer key and consumer secret
B. Federation ID
C. User info endpoint URL
D. Apex registration handler
Answer: D
Question: 64
Universal Containers wants to implement Single Sign-on for a Salesforce org using an external Identity Provider and
corporate identity store.
What type of authentication flow is required to support deep linking?
A. Web Server OAuth SSO flow
B. Service-Provider-Initiated SSO
C. Identity-Provider-initiated SSO
D. StartURL on Identity Provider
Answer: B
Question: 65
Universal containers (UC) has implemented SAML SSO to enable seamless access across multiple applications. UC
has regional salesforce orgs and wants its users to be able to access them from their main Salesforce org seamless .
Which action should an architect recommend?
A. Configure the main salesforce org as an Authentication provider.
B. Configure the main salesforce org as the Identity provider.
C. Configure the regional salesforce orgs as Identity Providers.
D. Configure the main Salesforce org as a service provider.
Answer: B
Question: 66
Universal Containers (UC) is setting up delegated authentication to allow employees to log in using their corporate
credentials. UCs security team is concerned about the risks of exposing the corporate login service on the internet and
has asked that a reliable trust mechanism be put in place between the login service and Salesforce.
What mechanism should an Architect put in place to enable a trusted connection between the login service and
Salesforce?
A. Require the use of Salesforce security tokens on passwords.
B. Enforce mutual authentication between systems using SS
D. Include Client Id and Client Secret in the login header callout.
E. Set up a proxy service for the login service in the DM
Answer: A
Question: 67
Universal containers (UC) uses a legacy Employee portal for their employees to collaborate and post their ideas. UC
decides to use salesforce ideas for voting and better tracking purposes. To avoid provisioning users on Salesforce, UC
decides to push ideas posted on the Employee portal to salesforce through API. UC decides to use an API user using
Oauth Username password flow for the connection .
How can the connection to salesforce be restricted only to the employee portal server?
A. Add the Employee portals IP address to the Trusted IP range for the connected App
B. Use a digital certificate signed by the employee portal Server.
C. Add the employee portals IP address to the login IP range on the user profile.
D. Use a dedicated profile for the user the Employee portal uses.
Answer: A
Question: 68
Which two security risks can be mitigated by enabling Two-Factor Authentication (2FA) in Salesforce? Choose 2
answers
A. Users leaving laptops unattended and not logging out of Salesforce.
B. Users accessing Salesforce from a public Wi-Fi access point.
C. Users choosing passwords that are the same as their Facebook password.
D. Users creating simple-to-guess password reset questions.
Answer: B,C
Question: 69
Universal Containers (UC) has a custom, internal-only, mobile billing application for users who are commonly out of
the office. The app is configured as a connected App in Salesforce. Due to the nature of this app, UC would like to
take the appropriate measures to properly secure access to the app .
Which two are recommendations to make the UC? Choose 2 answers
A. Disallow the use of Single Sign-on for any users of the mobile app.
B. Require High Assurance sessions in order to use the Connected App.
C. Set Login IP Ranges to the internal network for all of the app users Profiles.
D. Use Google Authenticator as an additional part of the login process
Answer: B,D
Question: 70
Universal Containers is creating a mobile application that will be secured by Salesforce Identity using the OAuth 2.0
user-agent flow (this flow uses the OAuth 2.0 implicit grant type).
Which three OAuth concepts apply to this flow? Choose 3 answers
A. Client ID
B. Refresh Token
C. Authorization Code
D. Verification Code
E. Scopes
Answer: A,B,E
Question: 71
Universal containers (UC) is setting up Delegated Authentication to allow employees to log in using their corporate
credentials. UCs security team is concerned about the risk of exposing the corporate login service on the Internet and
has asked that a reliable trust mechanism be put in place between the login service and salesforce .
What mechanism should an architect put in place to enable a trusted connection between the login services and
salesforce?
A. Include client ID and client secret in the login header callout.
B. Set up a proxy server for the login service in the DM
D. Require the use of Salesforce security Tokens on password.
E. Enforce mutual Authentication between systems using SS
Answer: C
Question: 72
Universal Containers (UC) is building an integration between Salesforce and a legacy web applications using the
canvas framework. The security for UC has determined that a signed request from Salesforce is not an adequate
authentication solution for the Third-Party app .
Which two options should the Architect consider for authenticating the third-party app using the canvas framework?
Choose 2 Answers
A. Utilize the SAML Single Sign-on flow to allow the third-party to authenticate itself against UCs Id
C. Utilize Authorization Providers to allow the third-party appliction to authenticate itself against Salesforce as the Idp.
D. Utilize Canvas OAuth flow to allow the third-party appliction to authenticate itself against Salesforce as the Idp.
E. Create a registration handler Apex class to allow the third-party appliction to authenticate itself against Salesforce as
the Idp.
Answer: A,C
Question: 73
Which two roles of the systems are involved in an environment where salesforce users are enabled to access Google
Apps from within salesforce through App launcher and connected App set up? Choose 2 answers
A. Google is the identity provider
B. Salesforce is the identity provider
C. Google is the service provider
D. Salesforce is the service provider
Answer: D
Question: 74
Which two roles of the systems are involved in an environment where salesforce users are enabled to access Google
Apps from within salesforce through App launcher and connected App set up? Choose 2 answers
A. Google is the identity provider
B. Salesforce is the identity provider
C. Google is the service provider
D. Salesforce is the service provider
Answer: D
Question: 75
How should an Architect force users to authenticate with Two-factor Authentication (2FA) for Salesforce only when
not connected to an internal company network?
A. Use Custom Login Flows with Apex to detect the users IP address and prompt for 2FA if needed.
B. Add the list of companys network IP addresses to the Login Range list under 2FA Setup.
C. Use an Apex Trigger on the User Login object to detect the users IP address and prompt for 2FA if needed.
D. Apply the "Two-factor Authentication for User Interface Logins" permission and Login IP Ranges for all Profiles.
Answer: A
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Salesforce Management thinking - BingNews https://killexams.com/pass4sure/exam-detail/Salesforce-Certified-Identity-and-Access-Management-Designer Search results Salesforce Management thinking - BingNews https://killexams.com/pass4sure/exam-detail/Salesforce-Certified-Identity-and-Access-Management-Designer https://killexams.com/exam_list/Salesforce What is Salesforce and What Does It Do? No result found, try new keyword!Salesforce is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. Salesforce is a cloud-based ... Mon, 13 Nov 2023 10:00:00 -0600 text/html https://www.thestreet.com/technology/what-is-salesforce-14796378 3 Big Tech Stocks Likely to Outperform the Nasdaq in 2023

InvestorPlace - Stock Market News, Stock Advice & Trading Tips

As 2023 comes to a close, United States equities investors may be interested in thinking about what kinds of tech companies will do well next year. The Nasdaq is returning more than 36% after entering “correction territory” in the October. A new inflation report, which indicated headline U.S. inflation essentially stalled in October, while the “core” consumer price index, increased only 0.2% from September, could incite a broader market rally as the year comes to a close. As the Nasdaq goes on to have one of its best years in decades, investors might want to know which Big Tech stocks will beat the famous index in 2024. Below are some ideas.

Advanced Micro Devices (AMD)

In this photo illustration, the AMD logo is shown on a smartphone screen.

Source: Pamela Marciano / Shutterstock.com

Advanced Micro Devices (NASDAQ:AMD) is about to enter the artificial intelligence (AI) semiconductor chip race that its competitor Nvidia (NASDAQ:NVDA) has largely dominated. Market analysts and technology enthusiasts alike have been fervently discussing AI chips ever since the release of OpenAI’s ChatGPT earlier this year. Large language models (LLMs) are the complex computer models that “train” these conversational AI bots, and they require an enormous amount of processing power.

In AMD’s second quarter earnings report released in mid-June, the chipmaker finally announced the MI300x GPU chipset which will compete directly with Nvidia’s A100 and H100 chips used to train LLMs. Furthermore, the chipmaker announced it expects to sell $2 billion in AI chips next year. If AMD can price competitively there could be a clear opportunity for the company to capture market share from Nvidia, and this could significantly push up AMD’s share price throughout next year.

Taiwan Semiconductor Manufacturing Company (TSM)

image of TSM semiconductor office building

Source: Sundry Photography / Shutterstock.com

Now if you’re wondering which company is responsible for making these revolutionary AI chips, do not look any further than Taiwan Semiconductor Manufacturing Company (NYSE:TSM) or “TSMC” for short. TSMC specializes in advanced manufacturing processes, such as five-nanometer and three-nanometer technologies, which enable smaller, faster and more power-efficient chips. Due to its competencies in chip manufacturing, TSMC also plays a key role as a supplier of AI chips for ChatGPT and other conversational AI bots.

TSMC’s recent earnings report should have allowed investors to sigh in relief. The semiconductor manufacturer not only boosted revenue guidance, but also noted the chip slump appeared to be coming to an end. The company’s stock price performance is nearly neck and neck with the Nasdaq, but this positive market news could result in surprising financial performance and, thereby, share price appreciation next year.

Salesforce (CRM)

lose up of Salesforce (CRM) logo displayed on one of their towers in downtown San Francisco. Salesforce layoffs

Source: Sundry Photography / Shutterstock.com

Salesforce (NYSE:CRM) is the leading provider of cloud-based software solutions for customer relationship management (CRM). Aided by enterprises implementing cost-saving digital transformation efforts, including digitizing their CRM practices, Salesforce has been able to grow rapidly over the past decade.

Unfortunately, like many businesses, the software company has been hit with headwinds of the challenging macro environment, which has made it tougher for Salesforce to increase revenue growth from a year-over-year perspective. As a result, Salesforce has had to employ a number of cost-cutting initiatives which have so far helped the company to maintain profitability margins. As the macroeconomic environment improves and the possibility of a “soft-landing” scenario for the U.S. economy becomes more of a reality, Salesforce may be one of the company’s investors should bet on for market beating returns 2024.

On the date of publication, Tyrik Torres did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

Tyrik Torres has been studying and participating in financial markets since he was in college, and he has particular passion for helping people understand complex systems. His areas of expertise are semiconductor and enterprise software equities. He has work experience in both investing (public and private markets) and investment banking.

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Thu, 16 Nov 2023 05:09:00 -0600 en text/html https://markets.businessinsider.com/news/stocks/3-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2023-1032829036
AI Copilots Are ‘Redefining’ Sales And Service Jobs, Says Salesforce AI’s CEO No result found, try new keyword!The $31 billion tech giant is poised to edit job descriptions for some of the most common categories in the professional “knowledge worker” class—people who answer customers’ questions, manage sales ... Tue, 07 Nov 2023 21:30:00 -0600 en-us text/html https://www.msn.com/ Boosting Sales Efficiency: Document Automation & Document Management in Salesforce

Branded Content by Cosmic Press

Efficient document automation and document management are one of the keys to closing deals fast and making sure paperwork does not get in the way of securing business with major clients. Having a secure document management system also goes a long way to instilling trust in your clients that your systems are safe and reliable to use. In today’s digital age, there are several different ways of managing your organization’s documents, as well as automating them. But arguably Salesforce document generation is the most effective method of all. In this article, we focus on how Salesforce document management and automation can be a game-changer for your business. And while Salesforce itself doesn’t have robust native document generation capabilities, there are several official Salesforce partners who do. So you have lots of options to choose from when streamlining documentation for more deals, better business, and less administrative stress upon your organization. Read on for top tips and details. 

Document Management System 

So what is document management? Simply put, document management refers to the process of storing and organizing your documents. Back in the dark ages, before digitization, this was usually a manual process that involved painstaking labor and paper-based filing. Fast-forward to today and there are lots of document management software options to choose from to help you streamline your documentation. We think integrating with Salesforce is one of the most efficient ways to manage documents because it gives you direct access to the richest source of customer data on the planet. 

Document Management Software 

There are of course a range of great options to choose from when it comes to document management tools. Box, Dropbox, and Microsoft SharePoint are some of the biggest players out there right now and all supply you convenient options to securely store your docs, organize them, control versions digitally, and be able to pull out the right file as and when you need it. The one thing missing from these document management options is direct access to a rich CRM. Most good document management systems do integrate with your Salesforce via a dedicated app, and we suggest that if you choose to use a document management system: you opt to go for one that connects easily to your Salesforce. This way your document organization will be enriched by access to the most accurate and personalized data on customers and partners. 

Salesforce has its own document management system and specific features that can help you perform necessary actions. For example, in the Files home area, you can upload and share documents, using Salesforce Knowledge you can share knowledge-base type articles, and in the Documents tab area, you can store and organize Visualforce files. Attachments are of course one of the simplest document management features Salesforce has and this enables you to attach files to records in your CRM. 

Document Management Workflows 

Digitizing your document management of course opens up exciting possibilities for streamlining your workflows. By storing your documents somewhere securely and in an organized way, you no longer need to worry about drowning in paperwork or spending hours organizing files. We suggest drawing on the power of Salesforce for document management workflows because the planet’s leading CRM has some of the most robust automation features on the planet. Read on below where we break this down in more detail. 

Document Workflow Automation 

Document automation software can provide your business with quick wins where you need them most. Imagine you want to get a big contract or quote signed quickly, instead of having to manually orchestrate the process, you can have automations set up so that your salespeople and executive leadership don’t need to waste time on admin. Instead, they can concentrate all their energy on interacting with, and building relationships with clients, and automation software can do the heavy lifting. Salesforce offers useful document automation capabilities namely via its Intelligent Document Automation offering which is available for Enterprise, Performance, and Unlimited Salesforce users as well as in Lightning Experience. 

Intelligent Document Automation from Salesforce enables you to pull data from an uploaded document via optical character recognition and then leverage this data to automatically start a flow, place in a queue, or add to a checklist. This enables you to automatically manage documents and assign them to workflows without having to manually sift through data for hours. 

The Limitations of Document Management and Automation in Salesforce 

While integrating your documentation with Salesforce provides several big benefits to your organization, it is not without its limits. One is that Salesforce does not always provide adequate storage so you will probably need to work with a third-party storage service like Dropbox. Salesforce also does not have the ability to automatically generate documents in a range of formats, and this is a big one! Document generation for Salesforce is the ability to dynamically generate documents by pulling data from your CRM system. Salesforce itself only allows you to do this for PDFs of your quotes but official Salesforce partners, like Titan, will supply you the ability to generate any document from Salesforce in real time and for any use case. We suggest opting for a tool like Titan (you can shop around on the AppExchange). Third-party tools like Titan are often more cost-effective than Salesforce itself and can offer easy-to-use no-code options. 

The right tools will supply you complete document generation abilities as well as document automation and management. The result? Lightning-speed documents so that your deals will never be stuck again. 

Wrapping up Document Management and Automation 

And that’s a wrap, we hope you enjoyed this article and learned more about the benefits of digitally managing and automating your documents. Salesforce may seem like a daunting system to learn if you are a newbie but just remember the basics: integrating your documents with this CRM will supply you personalized and comprehensive views into each and every customer. And if you aren’t happy with some of Salesforce’s limits, or find it difficult and expensive to use, then why not try out a third-party system to help ease some of the burden and make Salesforce simple?  


Branded content furnished by our promotional partners. The Daily Sundial editorial staff is not involved in its production. Content does not reflect the views or opinions of the editorial staff.
Fri, 29 Sep 2023 09:52:00 -0500 en-US text/html https://sundial.csun.edu/175985/sundialbrandstudio/sundial-marketplace/boosting-sales-efficiency-document-automation-document-management-in-salesforce/
ISG to Publish Report on Salesforce Partner Ecosystem No result found, try new keyword!ISG has launched a research study examining service providers offering Salesforce implementation and managed application services. Fri, 03 Nov 2023 06:28:00 -0500 https://www.businesswire.com/news/home/20231103919046/en/ISG-to-Publish-Report-on-Salesforce-Partner-Ecosystem/ Salesforce Automotive Cloud adds Einstein Studio, Fleet Management

CRM provider Salesforce is adding a host of features to its Automotive Cloud, including Automotive Loan, Lease Console, and connected car capabilities.

Salesforce is adding AI, telematics and a host of other capabilities to beef up Salesforce Automotive Cloud, built on the company’s Customer 360 cloud-based CRM platform and released last year as a dedicated system to help automakers better connect with dealers and end consumers.

Features that are generally available now include Einstein Studio and Fleet Management, according to a Salesforce announcement Tuesday.

“With Einstein Studio, automakers can easily build and train custom AI models with help from Salesforce ecosystem technology partners,” the company said, adding that connected car data, when paired with custom AI models, will enable automakers to generate predictive insights.

Automakers, for example, may want to alert dealers automatically when a driver’s vehicle is about to hit 100,000 miles, identify new, available vehicles that match the driver’s preferences, and even offer personalized discounts and trade-in offers.

The new Fleet Management tools, according to the company, will allow fleet owners a single view of their vehicles and enable them to define fleet action plans, such as deciding routes, driver assignments, and maintenance warnings.

The Fleet Management tools also will provide insights into completed trips and driver behavior, among other things, to enable future fleet planning and Boost performance, the company said.

Salesforce also said that it will release a new suite, dubbed Automotive Cloud for Captive Finance, which will provide a complete view of a driver’s automotive finances, including all of their household auto loans and lease accounts, as well as their associated vehicles.

The suite will come with an Automotive Loan and Lease Console that is designed to  help auto lenders streamline and automate services, , engaging customers with timely, personalized information about lease renewals, payment reminders, or service appointments, the company said, adding that the features will be available in the early 2024.

Other features that will also be made available in early 2024 include actionable telematics and other connected car features.

“Actionable Telematics will help automakers monitor telematics data, like vehicle location, speed, fuel, or battery consumption, and use automation to detect and alert customers to changes in their car’s status,” the company said.

The telematics, for example, could read the data coming off of a vehicle and send  an alert to the driver console to warn them of any potential issues, such as an increase in engine revolutions per minute (RPMs) or  loss of tire pressure.

Salesforce is also planning a connected vehicle visualization module within the Automotive Cloud that will allow automakers to provide a real-time visualization of a vehicle’s connected features and services that will help make it easy for automakers to provide better in-car experiences, such as remote assistance.

This feature, according to the company, will be available in pilot in early 2024 and additional purchase and terms may be applied to it.

Mon, 06 Nov 2023 10:01:00 -0600 en-US text/html https://www.cio.com/article/1093228/salesforce-automotive-cloud-adds-einstein-studio-fleet-management.html
Top 10 Salesforce Competitors & Alternatives 2023

With so many companies out there, it can be tough to nail down the best Salesforce alternative for your business. To find the right one for you, consider your goals, budget and must-have features. Additionally, consider user reviews and review articles to get a fuller picture of what the CRM software is like. We also suggest asking friends or colleagues from other companies to see what they use for their business and if they recommend it.

Essential Features

You may have certain CRM features or integrations in mind that are necessary for your business to run smoothly. If so, be sure to write them out and reference them during your search. Consult your team and other relevant stakeholders to review the list and add to it, if applicable.

  • Automation tools: Your CRM software should be a central hub for finding leads, turning leads into customers, and relating with them to build customer retention. That means you need a CRM with automation features for lead management, contact management, sales forecasting, sales completion, project management, pipeline management and even email marketing.
  • Reporting and analytics: Your business requires a CRM that provides in-depth and easy-to-understand CRM analytics. The data and reports you’ll get will guide your teams to develop and maintain the marketing and customer relationship strategies they need to achieve better and faster results.
  • Integration capability: Ensure the CRM you’re considering enables integration with third-party apps. That’s because you’ll need CRM integration with customer data platforms, marketing software, VoIP services, email marketing software, scheduling tools such as Calendly and Doodle, and others to relate with your customers appropriately and from one place.
  • Mobile accessibility: You need a CRM that provides access to CRM features even when you’re away from your desktop. That means accessing essential customer data and insights, staying on top of relevant information and initiating or completing necessary customer relationship tasks—on your Android or iOS devices with easy navigation.
  • Customization options: Choose a CRM platform that allows you to customize the app to suit your business operations. You should be able to select dashboard elements, customize workflows, personalize communications and customize your package via multiple pricing plan options or add-on availability. Even better is a CRM that enables application programming interfaces (APIs) for enhanced CRM software configuration.
  • Robust data security: Ensure your chosen CRM can secure customer data. Security features to look out for are encryption, two-factor authentication and advanced user permissions.

Goals

Aligning with your team is the first step you should take when looking for a Salesforce alternative. Understand what they need or don’t need in a CRM and ask if there are any pain points with Salesforce in particular.

Measure these against your business’s priorities. Review past reports to identify gaps or areas of improvement, and make sure that a CRM can help you reach your goals. For example, if you find that your customer satisfaction score (CSAT) numbers were lower than expected, a CRM can help you streamline your customer support management to provide better service.

Pricing and Budget

CRM providers vary in price. Companies such as Freshsales CRM and monday.com offer free versions, but you’ll need to pay something per month or year to get their premium features or add as many users as required. Generally, CRM pricing ranges from a few dollars per user to hundreds per month. It all depends on your needs. However, consider factors such as a CRM’s per-user per-month rates and whether discounts are available for bulk subscriptions.

Also, check for the need for specific contracts, add-ons or integration capabilities. For instance, Microsoft Dynamics 365 enables software integration only when you pay for its add-on feature. So, consider each CRM’s pricing peculiarity and nail down your budget ahead of time to make your search easier.

Ease of Use and Support

You need a CRM that is easy to set up and navigate. So, choose one with user-friendly layouts that allow you to create tasks, import and export data and update information. Also, ensure the CRM supports its users via various channels, including phone, live chat and email. Other popular support channels to look out for are tickets, user forums and resources such as webinars, tutorials, live demos and a rich knowledge base of answers to FAQs, infographics and videos. A CRM software that is easy to use will help you enjoy CRM benefits, and a reliable support team will make sure you don’t miss out on those benefits due to glitches.

Wed, 08 Nov 2023 21:47:00 -0600 Mimi Polner en-US text/html https://www.forbes.com/advisor/business/software/salesforce-competitors/
Thinking about trading options or stock in Salesforce, Applovin, BILL Holdings, Eli Lilly And Co, or Ebix? Thinking about trading options or stock in Salesforce, Applovin, BILL Holdings, Eli Lilly And Co, or Ebix?

PR Newswire

NEW YORK, Nov. 9, 2023

NEW YORK, Nov. 9, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for CRM, APP, BILL, LLY, and EBIX.

InvestorsObserver (PRNewsfoto/InvestorsObserver)

Click a link below then choose between in-depth options trade idea report or a stock score report.

Options Report – Ideal trade ideas on up to seven different options trading strategies. The report shows all vital aspects of each option trade idea for each stock.

Stock Report - Measures a stock's suitability for investment with a proprietary scoring system combining short and long-term technical factors with Wall Street's opinion including a 12-month price forecast.

  1. CRM:
  2. APP:
  3. BILL:
  4. LLY:
  5. EBIX:

(Note: You may have to copy this link into your browser then press the [ENTER] key.)

InvestorsObserver provides patented technology to some of the biggest names on Wall Street and creates world-class investing tools for the self-directed investor on Main Street. We have a wide range of tools to help investors make smarter decisions when investing in stocks or options.

Cision View original content to get multimedia:https://www.prnewswire.com/news-releases/thinking-about-trading-options-or-stock-in-salesforce-applovin-bill-holdings-eli-lilly-and-co-or-ebix-301983357.html

SOURCE InvestorsObserver

Thu, 09 Nov 2023 00:31:00 -0600 en text/html https://www.morningstar.com/news/pr-newswire/20231109cg64190/thinking-about-trading-options-or-stock-in-salesforce-applovin-bill-holdings-eli-lilly-and-co-or-ebix
Salesforce Shares the Latest Insights of the AI Revolution

According to Salesforce’s latest research, at least 180 million people are using AI-powered tools like ChatGPT on a daily basis. For Salesforce alone, this means serving up more than 200 billion AI predictions.

“AI is not a new concept and it’s definitely not a new concept for Salesforce,” said Matt Marcotte, senior vice president, industry advisors RCG & MAE at Salesforce at the WWD Apparel & Retail CEO Summit. And as the industry enters wave three of the AI, what’s important to remember is that an AI revolution is actually a data revolution, it’s a skills revolution, a huge trust revolution and ultimately it should be a customer experience revolution. Retailers need to keep up.”

More from WWD

With waning consumer loyalty, Marcotte said, Salesforce believes it is imperative for retailers to use AI to create stickiness and increase the share of wallet.

Based on the company’s research, 58 percent of retail marketers are using general AI already to produce creative for ads for emails and social media. With this in mind, the company’s researchers predicted that $194 billion of online holiday sales will be influenced by a combination of predictive and generative AI. Eighty-eight percent of service decision-makers say they are already increasing their use of AI in their business, and retailers have already doubled their ability to use data to deliver and create personalized experiences.

To help brands and retailers better understand how to successfully utilize generative AI, Michelle Grant, director of industry insights at Salesforce, pointed to key findings gleaned from two latest surveys taken by Salesforce. These insights included consumer interest levels in using generative AI for shopping, where 90 percent of respondents reported interest in using it to get gift ideas. Another 16 percent also said they are very interested in using the technology for wardrobe inspiration, and 14 percent said they are very interested in using it to supply beauty recommendations.

Looking specifically at how the fashion and beauty retail segments are using generative AI, Grant shared that 63 percent of fashion retailers are already using generative AI to generate product recommendations for store associates, while many others are also using it to provide digital shopping assistance and send personalized responses. These tools do not require human intervention, which importantly frees employees to focus on higher-value tasks.

The way brands and retailers should be thinking about AI, said Marcotte, is with the importance of a connected ecosystem to get a single source of truth around your customer at every single touch point that they have. Notably, a latest research report conducted by Forrester for Salesforce looked at multiple retailers and brands that had invested in the Salesforce for Retail program, finding a 257 percent ROI over a three-year period.

“We have infused predictive AI and generative AI in our entire 360 suites,” Marcotte explained. “Every product you see here has GPT as generative and predictive AI capabilities, this will help you to move faster and drive more and more profitable results. What [Salesforce] is doing is setting these retailers up for success to take advantage of all that AI can supply them, like a strong data foundation and the right types of systems in place.”

Best of WWD

Click here to read the full article.

Wed, 01 Nov 2023 20:01:00 -0500 en-SG text/html https://sg.finance.yahoo.com/news/salesforce-shares-latest-insights-ai-120000632.html
Zeal Unveils Game-Changing Salesforce Integration To Simplify Contract Management

(MENAFN- EIN Presswire)

Zeal integrates with Salesforce to simplify contract management

Zeal, a leading contract lifecycle management tool, has come together with Salesforce to revolutionize contract management with a new integration.

NY, NEW YORK, USA, October 9, 2023 /EINPresswire / -- Zeal, a leading contract lifecycle management (CLM) tool, and Salesforce, the renowned customer relationship management (CRM) platform, have come together to introduce a transformative integration that promises to revolutionize contract management processes. The primary goal of this integration is to streamline complex contract drafting and distribution tasks, making it easier and more efficient for businesses to manage contracts.

Simplified Contract Management Made Possible

Through the Zeal + Salesforce integration , organizations can simplify the intricacies of contract management, specifically in the areas of contract drafting and distribution. This integration empowers Business Development and Operations users to effortlessly create contracts by answering a few simple questions through an intuitive intake form within Salesforce.

"We're thrilled to introduce this integration between Zeal and Salesforce, which represents a significant milestone in contract management technology,” said Yassine Qassar, Zeal's Contract Technology Lead.“This integration not only simplifies complex processes, but also enhances collaboration between departments, ensures legal compliance, and provides complete oversight for Legal teams. It's a game-changer that will undoubtedly revolutionize how businesses manage their contracts."

Key Benefits of the Integration

This groundbreaking integration offers a range of benefits that will reshape the way businesses manage contracts:
- Reduces Contract Drafting Time: This integration dramatically decreases the time required to draft legal agreements by +100%, allowing businesses to move faster and close deals more efficiently.
- Error Reduction: The integration automatically shares critical data from Salesforce into drafted contracts on Zeal, minimizing errors and ensuring accuracy. All contracts then undergo Legal's approval.
- Enhanced Legal Compliance: The integration ensures that all proposed agreements align with predetermined playbooks established by the Legal department, enhancing legal compliance and reducing risks.
- Improved Collaboration: Collaboration between Legal and Sales teams is greatly improved, leading to more streamlined and effective contract processes.
- Complete Oversight: The Legal team gains complete oversight into all contract activity initiated by the Sales department, providing better control and risk management.
- User-Friendly Adoption: Business Development Executives can easily interface with a user-friendly intake form, facilitating quick adoption of the integrated system.

A Leap Forward in Contract Management

The Zeal + Salesforce integration represents a significant leap forward in contract management technology. It empowers organizations to streamline their contract processes, reduce errors, enhance compliance, and foster collaboration between key departments.

About Zeal and Salesforce

Zeal is a leading provider of contract lifecycle management solutions, trusted by businesses worldwide to simplify and optimize contract-related processes. Salesforce is the world's #1 customer relationship management platform, serving organizations of all sizes to build stronger customer relationships. Zeal and Salesforce are registered trademarks of their respective owners.

To learn more about this game-changing integration and how it can benefit your organization, visit zealdocs/salesforce .

Ariana Sole, Head of Marketing
Zeal

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Mon, 09 Oct 2023 01:02:00 -0500 Date text/html https://menafn.com/1107215132/Zeal-Unveils-Game-Changing-Salesforce-Integration-To-Simplify-Contract-Management




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