Reporting by Costas Pitas and Susan Heavey; editing by Jonathan Oatis, Lisa Shumaker and Daniel Wallis
Salesforce-OmniStudio-Developer candidate - Salesforce Certified OmniStudio Developer Updated: 2023
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Exam Code: Salesforce-OmniStudio-Developer Salesforce Certified OmniStudio Developer candidate November 2023 by Killexams.com team|
Salesforce-OmniStudio-Developer Salesforce Certified OmniStudio Developer
Exam Specification: Salesforce Certified OmniStudio Developer
Exam Name: Salesforce Certified OmniStudio Developer
Exam Code: Salesforce-Certified-OmniStudio-Developer
Exam Duration: 90 minutes
Passing Score: 65%
Exam Format: Multiple-choice, multiple-select
1. Introduction to OmniStudio
- Understanding the key concepts and features of OmniStudio
- Exploring the components and capabilities of OmniStudio
- Overview of low-code development with OmniStudio
2. Data Integration and Mapping
- Integrating data sources with OmniStudio
- Configuring data mapping and transformation using OmniStudio
- Implementing data synchronization and validation processes
3. User Interface Design and Experience
- Designing and customizing user interfaces in OmniStudio
- Creating responsive and intuitive user experiences
- Implementing dynamic forms and page layouts
4. Process Automation and Orchestration
- Automating business processes using OmniStudio
- Creating workflows and approvals in OmniStudio
- Implementing process orchestration and integration
5. Application Development with Flow and Lightning
- Building applications using Flow and Lightning in OmniStudio
- Leveraging declarative development features
- Creating custom actions and components
6. Testing and Debugging
- Testing and validating OmniStudio applications
- Debugging and troubleshooting issues in OmniStudio
- Implementing error handling and exception management
7. Deployment and Release Management
- Planning and executing application deployments in OmniStudio
- Managing version control and change management
- Implementing release management best practices
1. Understand the key concepts and features of Salesforce OmniStudio.
2. Integrate data sources and configure data mapping using OmniStudio.
3. Design and customize user interfaces in OmniStudio.
4. Automate business processes and orchestration using OmniStudio.
5. Develop applications using Flow and Lightning in OmniStudio.
6. Test, debug, and troubleshoot OmniStudio applications.
7. Deploy and manage applications in OmniStudio.
1. Introduction to OmniStudio
- Key concepts and features of OmniStudio
- Components and capabilities of OmniStudio
- Low-code development with OmniStudio
2. Data Integration and Mapping
- Data source integration with OmniStudio
- Data mapping and transformation in OmniStudio
- Data synchronization and validation processes
3. User Interface Design and Experience
- User interface design in OmniStudio
- Customization of user experiences
- Dynamic forms and page layouts
4. Process Automation and Orchestration
- Business process automation in OmniStudio
- Workflows and approvals in OmniStudio
- Process orchestration and integration
5. Application Development with Flow and Lightning
- Application development using Flow and Lightning
- Declarative development features
- Custom actions and components
6. Testing and Debugging
- Testing and validation of OmniStudio applications
- Debugging and troubleshooting in OmniStudio
- Error handling and exception management
7. Deployment and Release Management
- Application deployment in OmniStudio
- Version control and change management
- Release management best practices
|Salesforce Certified OmniStudio Developer|
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Salesforce Certified OmniStudio Developer
A developer creates a DataRaptor Extract to retrieve data to pass to an external service. The external service expects
the field value to be integer. However, the DataRaptor is sending it as a string.
Which action can the developer take to fix this?
A. In the DataRaptor Output tab, select the Output Data Type of that field to Integer.
B. In the DataRaptor Output tab, enter the default value as 0 on the field.
C. In the DataRaptor Extract tab, set the Input Data Type field to Integer.
D. In the DataRaptor Formula tab, define a formula using the function TOINTEGER and use the formula as output.
Why would a developer clone an Integration Procedure instead of versioning it?
A. The new Integration Procedure uses a Cache Block.
B. The new Integration Procedure it replacing stub data.
C. The new Integration Procedure will be used independently
D. The new Integration Procedure is Chainable.
A developer needs to build a multi-step intake form. Each step must allow the user to cancel the intake at any time.
The developer is using an LWC OmniScript to build the form.
How should the developer implement the cancel functionality for all steps using the LWC OmniScript Designer?
A. Check the Enable Cancel checkbox in the Setup tab under Cancel Options.
B. Add a navigation Action inside each step and set the Component name to ‘’Cancel’’,
C. Add a navigation Action outside each step and set the Element Name to ‘’Cancel’’,
D. Add a navigation Action inside each step and set the Element Name to ‘’Cancel’’,
What OmniStudio tool pre-populates the data m a PDF used by an OmniScript?
A. A SOQL Query
B. A DataRaptor Load
C. A DataRaptor Extract
D. A DataRaptor Transform
A developer needs to retrieve data from an external system that stores policy data. The external system supports REST
APIs to access and update the policies. Due to the volume of the policy data and peak hours of business, calls to the
REST APIs sometimes take longer than expected to respond.
The developer creates an Integration Procedure to retrieve the policy data for use in an OmniScript.
Given the external system’s known performance issues, which two configurations should be used to implement the call
to the external system? Choose 2 answers
A. Set the Timeout property on the HTTP Action in the Integration Procedure
B. Check the Chainable checkbox on the Integration Procedure Action in the OmniScript
C. Configure a Remote action with timeout settings of 120000
D. Check the Chain On Step checkbox on the HTTP Action in the Integration Procedure
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Nagpur (Maharashtra) [India], November 16: Cloud Intellect, the leading Salesforce training and placement centre in Manish Nagar, Nagpur, has successfully placed more than 100 candidates in the Salesforce domain in 2023. This outstanding achievement reflects Cloud Intellect's commitment to empowering aspiring IT professionals and guiding them towards a rewarding career path. Cloud Intellect, directed by Sumit Mahakalkar, a certified Salesforce Technical Architect and trainer, is the epitome of excellence in central India.
Cloud Intellect's success is margined to its four-month intensive training program, guided by experienced certified industry professionals. Throughout the course, students are groomed practically with clear concepts ensuring in-built development. The curriculum has been briefly structured to suit learners' understanding abilities, for an effective knowledge transfer. The team's regular and timely feedback to students helps learners enhance their Salesforce expertise quickly.
The achievement of 100 candidate placements in the last one year was celebrated with a grand success party held on 3rd September 2023 in Nagpur, attended by all the successful candidates. Cloud Intellect's commitment to empowering the youth and graduates with relevant IT industrial information has made it a trusted name in the industry. The institute's emphasis on providing top-notch training from industrial experts has set it apart, enabling graduates to secure salaries in the Salesforce domain that are 2x higher than other technologies.
"Our mission at Cloud Intellect is to provide transformative education to graduates through comprehensive Salesforce coursework," said Sumit Mahakalkar in the success event. He further added, "We believe in nurturing creative real-life projects, collaborating with Salesforce partners, and providing our skilled workforce with ample opportunities. This accomplishment of placing over 100 candidates reaffirms our dedication to the IT community."
Cloud Intellect, is a leading Salesforce training and placement centre based in Manish Nagar, Nagpur. Directed by Sumit Mahakalkar, a certified Salesforce Technical Architect and trainer, the institute is renowned for its transformative training programs, empowering graduates and IT professionals for a successful career in the Salesforce domain. The institute, with its team of certified industry experts, provides rigorous training programs designed to transform graduates into skilled IT professionals. The focus on practical training, logical reasoning, and personalised curriculum has enabled Cloud Intellect to achieve this milestone in the IT industry.
For more information, please contact:-www.cloudintellect.in
Phone: +91 8766996944
(ADVERTORIAL DISCLAIMER: The above press release has been provided by PNN. ANI will not be responsible in any way for the content of the same)
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.
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.
Aligning with your team is the first step you should take when looking for a Salesforce alternative. Understand what they need or donâ€™t need in a CRM and ask if there are any pain points with Salesforce in particular.
Measure these against your businessâ€™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 youâ€™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 CRMâ€™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 CRMâ€™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 donâ€™t miss out on those benefits due to glitches.
Shares of Salesforce (CRM 0.93%) were down about 2.5% at the start of trading on Monday before rallying by midmorning.Â Piper Sandler downgraded the stock to a neutral rating, citing the potential for slowing growth.
The stock has rebounded this year following a sharp sell-off in 2022. However, the stock is still 33% off its all-time high.Â
Macro headwinds could hold Salesforce in check
Salesforce has been a high-growth leader in the customer relationship management (CRM) market. The company regularly posted annual revenue growth of 20%-plus for many years before the weak macro environment caused top-line growth to slow around 11%. This initially sent the stock spiraling downward last year, which is why the downgrade from Piper Sandler might have spooked investors today.
Piper Sandler analysts cited internal research that found customer demand slowing for leading cloud companies. Because of this finding, the analysts believe this year's growth estimates for Salesforce are too high. The consensus Wall Street estimate has Salesforce revenue growing 11% year over year.Â
Investors have been optimistic about Salesforce's focus on growing free cash flow and the potential for a turnaround in enterprise spending. This has pushed the stock up 51% year to date, but Salesforce is not out of the woods yet. During the most recent earnings call in August, management noted that macro headwinds are still leading to longer sales cycles, which is pressuring revenue growth.Â
Is artificial intelligence (AI) demand an opportunity for Salesforce?
Piper Sandler sees risks from the focus on generative AI in the near term. As companies shift their focus to investing in this breakthrough new technology, it may shift some spending away from Salesforce.
Salesforce should benefit from AI over the long term. It has already been investing heavily in this technology, which led to the launch earlier this year of Einstein GPT, which brings chatbot capabilities to Salesforce's CRM platform. Investors should watch how Salesforce characterizes demand for these services in the next quarterly earnings report.
The stock of Salesforce Inc (CRM) has seen a 5.45% increase in the past week, with a 8.11% gain in the past month, and a 8.11% flourish in the past quarter. The volatility ratio for the week is 1.93%, and the volatility levels for the past 30 days are at 2.11% for CRM.. The simple moving average for the past 20 days is 7.03% for CRMâ€™s stock, with a 9.26% simple moving average for the past 200 days.
Salesforce Inc (NYSE: CRM) has a higher price-to-earnings ratio of 138.68x compared to its average ratio,, and the 36-month beta value for CRM is at 1.18. Analysts have varying views on the stock, with 31 analysts rating it as a â€śbuy,â€ť 4 rating it as â€śoverweight,â€ť 15 as â€śhold,â€ť and 0 as â€śsell.â€ť
Top 5 AI Stocks to Buy for 2023
The artificial intelligence (AI) revolution is already here. And it's about to change everything we know about everything. According to Grand View Research, the global AI boom could grow from about $137 billion in 2022 to more than $1.81 trillion by 2030. And investors like you always want to get in on the hottest stocks of tomorrow. Here are five of the best ways to profit from the AI boom.
The average price suggested by analysts for CRM is $256.15, which is $34.7 above the current market price. The public float for CRM is 941.00M, and currently, shorts hold a 0.76% of that float. The average trading volume for CRM on November 17, 2023 was 4.59M shares.
CRM) stockâ€™s latest price update
Salesforce Inc (NYSE: CRM)â€™s stock price has gone rise by 0.93 in comparison to its previous close of 219.42, however, the company has experienced a 5.45% increase in its stock price over the last five trading days. InvestorPlace reported 2023-11-16 that 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 â€ścorrection territoryâ€ť in the October.
Analystsâ€™ Opinion of CRM
Many brokerage firms have already submitted their reports for CRM stocks, with Piper Sandler repeating the rating for CRM by listing it as a â€śNeutral.â€ť The predicted price for CRM in the upcoming period, according to Piper Sandler is $232 based on the research report published on October 23, 2023 of the current year 2023.
CRM Trading at 6.16% from the 50-Day Moving Average
After a stumble in the market that brought CRM to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -7.04% of loss for the given period.
Volatility was left at 2.11%, however, over the last 30 days, the volatility rate increased by 1.93%, as shares surge +6.30% for the moving average over the last 20 days. Over the last 50 days, in opposition, the stock is trading -0.49% lower at present.
During the last 5 trading sessions, CRM rose by +5.45%, which changed the moving average for the period of 200-days by +28.88% in comparison to the 20-day moving average, which settled at $207.56. In addition, Salesforce Inc saw 67.02% in overturn over a single year, with a tendency to cut further gains.
Reports are indicating that there were more than several insider trading activities at CRM starting from Benioff Marc, who sale 15,000 shares at the price of $219.38 back on Nov 15. After this action, Benioff Marc now owns 14,891,166 shares of Salesforce Inc, valued at $3,290,700 using the latest closing price.
Harris Parker, the Co-Founder and CTO of Salesforce Inc, sale 117,808 shares at $220.14 during a trade that took place back on Nov 14, which means that Harris Parker is holding 103,277 shares at $25,934,746 based on the most recent closing price.
Stock Fundamentals for CRM
Current profitability levels for the company are sitting at:
The net margin for Salesforce Inc stands at +0.66. The total capital return value is set at 2.55, while invested capital returns managed to touch 0.29. Equity return is now at value 2.67, with 1.69 for asset returns.
Based on Salesforce Inc (CRM), the companyâ€™s capital structure generated 25.50 points at debt to equity in total, while total debt to capital is 20.32. Total debt to assets is 14.50, with long-term debt to equity ratio resting at 22.02. Finally, the long-term debt to capital ratio is 17.55.
When we switch over and look at the enterprise to sales, we see a ratio of 6.53, with the companyâ€™s debt to enterprise value settled at 0.09. The receivables turnover for the company is 2.89 and the total asset turnover is 0.31. The liquidity ratio also appears to be rather interesting for investors as it stands at 0.95.
In conclusion, Salesforce Inc (CRM) has had a better performance lately. Opinion on the stock among analysts is bullish, with some giving it a â€śbuyâ€ť rating and others a â€śholdâ€ť. It is worth mentioning that the stock is currently trading in close proximity to its 50-day moving average and its 52-week high.
Nov 13 (Reuters) - Seven Republican candidates are jostling to be their party's presidential nominee for the 2024 general election, while President Joe Biden is the Democratic Party's presumptive nominee, and several third-party hopefuls have joined the fray.
Here is a list of the candidates.
Trump, 77, has embraced his indictments in four separate state or federal criminal cases - unprecedented for a former American president - which have boosted his popularity among Republicans, and helped make him the frontrunner in his party's race for the presidential nomination.
Trump has called the indictments part of a politically motivated witch hunt to thwart his pursuit of a second four-year term, an assertion that the Justice Department has denied. In a sign of his extraordinary hold on his party, just two rivals at the first Republican presidential debate on Aug. 23 said they would not support him as the nominee if he were convicted.
Trump has vowed to enact tougher immigration restrictions and harsher curbs on trade with China and to carry out political reprisals against those he perceives to have wronged him. He has a firm grip on his party's right wing, but may struggle to get moderates and independents to support him in a general election should he win the Republican nomination.
His support stands at 51% among Republicans, according to a Reuters/Ipsos poll conducted from Sept. 8 through Sept. 14, giving him a commanding lead over his rivals.
After a glitch-filled campaign launch in May on Twitter, now called X, DeSantis has positioned himself to the right of Trump on a number of key social issues such as abortion. But his well-funded campaign has struggled to gain traction, and his top donor has said he won't give the Florida governor more money unless DeSantis adopts a more moderate approach.
DeSantis, 45, is Trump's top rival, but remains nearly 40 percentage points behind the former president in opinion polls. He has fired staff and rebooted his campaign several times since May, but those steps have done little to boost his candidacy.
DeSantis' campaign says it is focused on stopping Trump in Iowa, where the party will hold its first nominating contest in January. He got a much-needed boost on Monday when the Midwestern state's popular Republican governor, Kim Reynolds, endorsed him.
A former South Carolina governor and Trump's ambassador to the United Nations, Haley, 51, has emphasized her relative youth compared to Biden and Trump, as well as her background as the daughter of Indian immigrants.
Haley has gained a reputation in the Republican Party as a solid conservative who has the ability to address issues of gender and race in a more credible fashion than many of her peers. She has also pitched herself as a stalwart defender of American interests abroad. She has low single-digit support among Republicans, according to opinion polls.
A former biotechnology investor and executive, Ramaswamy, 38, started a company in 2022 to pressure firms to abandon environmental, social, and corporate governance initiatives. The political outsider has stoked grassroots chatter as a potential alternative to Trump.
Ramaswamy is a fervent supporter of the former president and says that if he won the White House, he would pardon Trump.
Christie, 61, advised Trump's White House campaign, but became a vocal critic of the former president after the Jan. 6, 2021, attack. The former New Jersey governor and federal prosecutor stepped up his verbal attacks as Trump faced a growing number of criminal charges. Christie has received about 2% support among Republicans in a Reuters/Ipsos conducted from Sept. 8 through Sept. 14.
The former Arkansas governor launched his bid for the White House in April with a call for Trump to step aside to deal with the former president's first indictment. Hutchinson, 72, has touted his experience leading his deeply conservative state as proof he can deliver on policies Republican voters care about, citing tax cuts and job creation initiatives.
Still, his name recognition remains limited outside Arkansas, and he received 0% support among Republicans in the latest Reuters/Ipsos poll. He qualified for the first Republican debate, but not the second or third one.
Burgum, 67, is serving his second four-year term as North Dakota's governor after selling his software business to Microsoft in 2001. A proponent of low taxes and fewer regulations, he has sought to portray himself as a traditional conservative with a focus on the economy and national security. One of the least-known contenders, he received 0% in the latest Reuters/Ipsos poll. While qualifying for the first two debates, he failed to meet the criteria required for the third one.
Biden, 80, already the oldest U.S. president ever, will have to convince voters he has the stamina for another four years in office, amid concerns about his age and poor approval ratings. Biden allies say he believes he is the only Democratic candidate who can defeat Trump.
In announcing his candidacy, Biden declared it was his job to defend American democracy, and referred to the deadly Jan. 6, 2021, attack on the U.S. Capitol by Trump supporters. Vice President Kamala Harris, 59, is again his running mate.
The economy will factor in his reelection campaign. While the U.S. escaped an expected recession and is growing faster than economists expected, inflation hit 40-year highs in 2022 and the cost of food and gas is weighing on voters.
Biden has led the response of Western governments to Russia's invasion of Ukraine, persuading allies to sanction Russia and support Kyiv, and his administration is working to prevent the Israel-Hamas conflict from descending into a wider war.
At home, he has pushed through massive economic stimulus and infrastructure spending packages to boost U.S. industrial output, although he has received little recognition from voters for the latter.
Biden's handling of immigration policy has been criticized by Republicans and Democrats as migrant crossings at the U.S.-Mexico border hit record highs during his administration.
The best-selling author and self-help guru Marianne Williamson, 71, has launched her second, long-shot bid for the White House on a platform of "justice and love."
She ran as a Democrat in the 2020 presidential primary but dropped out of the race before any votes had been cast. She launched her latest campaign on March 23 and will be on the ballot in the New Hampshire primary.
Dean Phillips, a little-known U.S. congressman from Minnesota, announced in October he would mount a challenge to Biden because he does not believe the president can win another term.
The 54-year-old millionaire businessman and gelato company co-founder announced his bid in a one-minute video posted online, saying: "We've got some challenges. ... We're going to repair this economy, and we are going to repair America."
ROBERT F. KENNEDY JR
He is the son of U.S. Senator Robert F. Kennedy, who was assassinated in 1968 during his own presidential bid. Kennedy was banned from Instagram for spreading misinformation about vaccines and the COVID-19 pandemic but was later reinstated. He lost a legal bid to force YouTube owner Google to reinstate videos of him questioning the safety of COVID vaccines.
The political activist, philosopher and academic said in June he would launch a third-party bid for president that is likely to appeal to progressive, Democratic-leaning voters.
West, 70, initially ran as a Green Party candidate, but in October he said people "want good policies over partisan politics" and announced his bid as an independent. He has promised to end poverty and ensure housing.
Jill Stein, a physician, re-upped her 2016 Green Party bid on Nov. 9, accusing Democrats of betraying their promises "for working people, youth and the climate again and again - while Republicans donâ€™t even make such promises in the first place."
Stein, 73, raised millions of dollars for recounts after Donald Trump's surprise 2016 victory. Her allegations yielded only one electoral review in Wisconsin, which showed Trump had won.
Reporting by Costas Pitas and Susan Heavey; editing by Jonathan Oatis, Lisa Shumaker and Daniel Wallis
Our Standards: The Thomson Reuters Trust Principles.
Salesforce's CRM short percent of float has fallen 15.66% since its last report. The company recently reported that it has 6.54 million shares sold short, which is 0.7% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.67 days to cover their short positions on average.
Why Short Interest Matters
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. Short selling is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: List of the most shorted stocks
Salesforce Short Interest Graph (3 Months)
As you can see from the chart above the percentage of shares that are sold short for Salesforce has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
Comparing Salesforce's Short Interest Against Its Peers
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by studying its 10-K, proxy filing, or by doing your own similarity analysis.
According to Benzinga Pro, Salesforce's peer group average for short interest as a percentage of float is 3.36%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? This post by Benzinga Money explains how you can profit from it.
This article was generated by Benzinga's automated content engine and was reviewed by an editor.
Â© 2023 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
The Salesforce CRM offers an impressive selection of features, customization options and tailored workflows within a single ecosystem, making it our pick for the best CRM for growing businesses.
Businesses must successfully convert leads and manage and grow customer relationships to succeed. Salesforce CRM features myriad customization options to achieve these goals, empowering businesses of all sizes â€“ and across various industries â€“ to better understand and support prospects and customers. You can adapt nearly every aspect of the softwareâ€™s interface and performance to help sales, marketing, customer service and technical support teams succeed. Salesforce CRM features thousands of fully integrated apps, plug-in scripts, and a superior API interface to help businesses create a flexible, customized solution. Once implemented, youâ€™ll enjoy a beautifully designed product thatâ€™s speedy, powerful, and perfectly tailored to your companyâ€™s specific needs and processes.
Salesforce CRM Editor's Rating:
9.5 / 10
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 doesnâ€™t have a built-in function you need, thereâ€™s almost certainly an app to compensate. If not, a developer can create and deploy a specific solution.Â
Salesforce CRMâ€™s initial setup requires time and IT skills. Its learning curve is far steeper than those of many other CRM providers we reviewed. However, youâ€™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 CRMâ€™s pipeline management feature gives an overview of your sales opportunities. Source: Salesforce
Ease of Use
Despite its complexities, Salesforce is surprisingly easy to implement and use. Here are some notable ease-of-use factors we discovered.Â
Salesforceâ€™s visual dashboards help your team pinpoint problems and work on solutions. Source: Salesforce
Salesforceâ€™s upper-tier plans give business owners access to live support, coaching sessions and adoption guidance for an additional fee. This may be useful if youâ€™re considering switching CRM systems to Salesforce.
The Salesforce product boasts an impressive array ofÂ CRM featuresÂ 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 Salesforceâ€™s business products seamlessly integrate. Businesses can grow with the Salesforce CRM and gradually adopt new features as needed. Additional Salesforce product categories include:
You can use Salesforceâ€™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.Â
We also like how Salesforceâ€™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 Improve customer service performance. Read our review of Salesforce Service Cloud to discover how it helps supervisors and teams manage ongoing customer relationships.
We were impressed by Salesforce CRMâ€™s vast customization capabilities â€“ 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.Â
Here are some of our favorite customization options:Â
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 Salesforceâ€™s is far more comprehensive, with thousands of available integrations.Â
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. Thereâ€™s even a separate section for small business-specific add-ons, many of which are free.
On the AppExchange, youâ€™ll find five different solution categories:
Salesforce is embracing the â€ślow codeâ€ť and â€śno codeâ€ť 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.
New apps are added to the AppExchange daily, further enhancing its appeal. Source: Salesforce
Intuitive Productivity Tools
We were pleased to see Salesforceâ€™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 â€“ as well as managers â€“ will find it easy to manage and build workflows, assign and follow tasks, and check off permissions.Â
Salesforceâ€™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.Â
Additional add-on productivity tools are available through the AppExchange.
Salesforceâ€™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 Salesforceâ€™s upper-tier plans or as a paid add-on.
Einstein can do the following after gathering data from system use and user input:Â
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. Weâ€™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.
Salesforceâ€™s Einstein tool can help with sentiment analysis so you understand how your brand is perceived. Source: Salesforce
Nearly every CRM vendor we reviewed has some form of an online community. However, Salesforceâ€™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.Â
Thereâ€™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.Â
You can purchase Salesforceâ€™s Sales Cloud CRM via one of four subscription tiers:
Unlike Salesforce competitors monday and HubSpot, thereâ€™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.Â
Price:Â $25 per user per month; available for up to 10 users
Features:Â Account, contact, lead, task and opportunity management; lead auto-assignment; prevention of duplicates; automatic capture of aÂ leadâ€™s available web information; mass email; marketing campaigns; customizable reports and dashboards; email integration with Gmail and Outlook; and Salesforce mobile app
Price:Â $75 per user per month
Features:Â 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
Price:Â $150 per user per month
Features:Â Everything in the Professional plan, plus workflow and approval automation, sales teams and territories, opportunity scoring, and advanced reporting
Price:Â $300 per user per month
Features:Â Everything in the Enterprise plan, plus a sales engagement hub, AI-powered sales insights with Einstein, sales cadences and 24/7 support
Salesforce is pricey compared to other CRM solutions we reviewed. Itâ€™s a massive product with many add-ons and customizations; the subscription costs listed here should be considered jumping-off points.Â
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 â€“ 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 isnâ€™t exorbitant, itâ€™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 â€“ significantly more expensive than the competition.Â
We recommend taking advantage of Salesforceâ€™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 CRMâ€™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 donâ€™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 CRMâ€™s intuitive design and overall sophistication, the learning curve isnâ€™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 â€“ like contact, lead and account information â€“ from a CSV file.
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 companyâ€™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 productâ€™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 isnâ€™t an accredited BBB business. It earned 1 out of 5 stars and closed 55 complaints within the last three years. Thatâ€™s disappointing and surprising for a company thatâ€™s so well regarded in the industry.Â
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.Â
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.
Salesforce CRM is an excellent solution; however, we did identify some limitations:Â
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 providerâ€™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.
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 companyâ€™s free online learning platform, to get you started.
Salesforce doesnâ€™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 itâ€™s a good fit for your business.Â
NEW YORK--(BUSINESS WIRE)--Nov 6, 2023--
To help life sciences companies create sustainable value and drive growth, Accenture (NYSE: ACN) and Salesforce (NYSE: CRM) are investing in the development of Salesforce Life Sciences Cloud including new innovations, assets and accelerators, powered by data and artificial intelligence (AI).
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20231106302240/en/
To help life sciences companies create sustainable value and drive growth, Accenture and Salesforce are investing in the development of Salesforce Life Sciences Cloud including new innovations, assets and accelerators, powered by data and artificial intelligence (AI). (Graphic: Business Wire)
Building on the recently announced Accenture and Salesforce generative AI collaboration, the companies will leverage their joint generative AI acceleration hub to develop new solutions and use cases for Salesforce Life Sciences Cloud. The companies will also use Salesforce Data Cloud and Einstein AI, Salesforce's AI technology, to help increase productivity and transform healthcare professional and patient experiences.
â€śThe rapid pace of science and technology advancements is making treatment decisions more complex,â€ť said Emma McGuigan, senior managing director and Enterprise & Industry Technologies lead at Accenture. â€śData and AI will drive differentiation around how life sciences organizations engage with their customers. Together with Salesforce, we can help organizations establish a digital foundation to support omni-channel experiences across sales, service and marketing with data and intelligence at the core.â€ť
The accelerated adoption of data and analytics capabilities to fuel decisions and operations is a top investment priority for 58% of life sciences companies, according to Accenture Research.
â€śAs we build the next generation Life Sciences Platform, Accenture is partnering with our teams to provide its deep industry expertise," said Amit Khanna, SVP & GM, Health and Life Sciences at Salesforce. â€śAccentureâ€™s deep understanding of the pharma and medtech spaces and their current work to transform patient experiences will help us create new innovation for life sciences companies and in the new development of Salesforce Life Sciences Cloud.â€ť
Accenture and Salesforce have worked with Cencora (formerly AmerisourceBergen), a global pharmaceutical solutions provider that offers integrated support, including patient services, across the pharmaceutical development and commercialization journey. With Life Sciences Cloud, the companies will help Cencora utilize rich data and insights to modernize patient engagement with a digital-first capability at scale.
â€śCencora is committed to leveraging new and emerging technologies, like generative AI, to deliver solutions that reduce potential barriers along the treatment journey and meet the needs of our biopharma partners, healthcare providers and the patients they serve,â€ť said Shannon Coven, senior vice president, Data & Platforms for Global Pharma Services at Cencora. â€śTogether with Accenture and Salesforce, we are harnessing the power of data and AI to help Improve outcomes and enhance the patient care experience.â€ť
Together, Accenture and Salesforce have already developed assets and accelerators including:
Accenture will continue to develop complementary tools and methodologies to help clients test and pilot the new capabilities of Salesforce Life Sciences Cloud.
Accenture is a leading global professional services company that helps the worldâ€™s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen servicesâ€”creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 733,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the worldâ€™s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song. These capabilities, together with our culture of shared success and commitment to creating 360Â° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360Â° value we create for our clients, each other, our shareholders, partners and communities. Visit us at www.accenture.com.
Salesforce empowers companies of every size and industry to connect with their customers through the power of data + AI + CRM + trust. For more information about Salesforce (NYSE: CRM), visit: www.salesforce.com.
Copyright Â© 2023 Accenture. All rights reserved. Accenture and its logo are registered trademarks of Accenture.
Salesforce, Life Sciences Cloud, Health Cloud, Data Cloud, Einstein and others are among the trademarks of Salesforce, Inc.
View source version on businesswire.com:https://www.businesswire.com/news/home/20231106302240/en/
CONTACT: Hannah Unkefer
+1 206 839 2172
KEYWORD: UNITED STATES NORTH AMERICA NEW YORK
INDUSTRY KEYWORD: TECHNOLOGY FINTECH HEALTH TECHNOLOGY PROFESSIONAL SERVICES SOFTWARE NETWORKS DATA ANALYTICS HEALTH DATA MANAGEMENT ARTIFICIAL INTELLIGENCE
Copyright Business Wire 2023.
PUB: 11/06/2023 07:59 AM/DISC: 11/06/2023 07:59 AM
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