Organize Salesforce Einstein: conduct headcount, operating expense, and Capital Expenditure reporting.

More Uses of the Salesforce Einstein Toolkit:


• Be accountable for developing journeys and automation designing, developing, testing, documenting, and deploying high quality business solutions on the Salesforce Marketing Cloud platform based on Business Needs.
  
  

• Be accountable for Marketing Automation expertise in executing implementation and integration of Salesforce Marketing Cloud with Database Systems to effectively track engagement with Marketing Automation campaigns.
  
  

• Support sales, Customer Success, marketing and finance in short term Salesforce projects that are integral to each of the functions.
  
  

• Confirm you merge; comprehend Salesforce delivery, cost models, and security features and ensure programs are delivered on time and in scope.
  
  

• Provide training and Sales Enablement, in collaboration with Product Management and Marketing, on sales and Salesforce processes, products/product launches and markets.
  
  

• Translate Business Requirements into a practical, scalable solution leveraging the functionality and Best Practices of Salesforce Marketing Cloud.
  
  

• Customize and configure Salesforce setup to align with business processes; recommend and implement improvements to existing configurations and customizations based on Business Needs.
  
  

• Provide daily technical expertise, analysis and recommendations on how to best utilize Salesforce functionality to design processes and deliver solutions that support Sales And Marketing strategies.
  
  

• Manage system wide Email Marketing using Salesforce Marketing Cloud design, code, build, test, and deploy email campaigns.
  
  

• Customize and configure the Salesforce platform to translate the needs of a variety of stakeholders into actionable solutions.
  
  

• Govern Salesforce Einstein: schedule Social Media posts through an online scheduler tool Salesforce social studio and later.
  
  

• Be accountable for designing and delivering user manuals and training for platform and salesforce solutions to ensure successful implementation, adoption and maintenance in client environments using force.
  
  

• Formulate Salesforce Einstein: partner with blend engineers and Salesforce Developers when customization is needed.
  
  

• Ensure you participate; understand Salesforce apex code, triggers and high level advanced formulas to do a complete white box testing.
  
  

• Be accountable for updating sales interaction in Salesforce to ensure efficient Lead Management.
  
  

• Remain informed on updates and changes to the Salesforce ecosystem and prepare for impact on your configuration, connected apps, and daily business procedures.
  
  

• Perform system level design, development, test, and implementation of custom Salesforce solutions.
  
  

• Troubleshoot CPQ related Salesforce functionality and settings and utilize Salesforce data loader and apex triggers.
  
  

• Maintain existing heroku connect instances moving data between Salesforce and heroku.
  
  

• From standardizing Best Practices to designing eLearning programs, your partner learning team ensures your Salesforce partners (consultants, digital departments, resellers) are ready and enabled to support your customers, while helping grow partner organizations as a whole.
  
  

• Apply Best Practices and Design Patterns of Best Of Breed applications developed on the Salesforce platform.
  
  

• Ensure you cultivate; understand business and Salesforce solution concepts and technology in order to identify and interpret client challenges and pain points.
  
  

• Organize Salesforce Einstein: enterprise Salesforce development.
  
  

• Audit Salesforce Einstein: Salesforce Developers / administrators.
  
  

• Meet with clients to analyze the work practices and understand the nature of the businesses to properly define needs and customize marketing solutions using the Salesforce Marketing Cloud platform.
  
  

• Support Salesforce users by troubleshooting issues, identifying enhancement opportunities and incorporate new functionality into the roadmap.
  
  

• Coordinate with digital / Technology Teams to ensure the Workforce Management platform is receiving interval level and real time data from multiple sources as telephony platform, Salesforce service cloud, Live Chat platform.
  
  

• Assure your organization assess client Business Requirements and work closely with the Technical Architect/Lead to provide long term functional solutions based on the applicable Salesforce platform Best Practices.
  
  

• Control Salesforce Einstein: Salesforce Solution Architecture.
  
  

• Collaborate with other Salesforce Developers.
  
  

• Facilitate device refresh of Network Security devices with a focus on capacity, manageability, and security of new and existing security infrastructure.
  
  


Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce Einstein Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Salesforce Einstein related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Salesforce Einstein specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Salesforce Einstein Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Salesforce Einstein improvements can be made.

Examples; 10 of the 999 standard requirements:


1. Will it solve real problems?
   
   

2. What Salesforce Einstein problem should be solved?
   
   

3. What is your plan to assess your security risks?
   
   

4. How much does it cost?
   
   

5. You may have created your quality measures at a time when you lacked resources, technology wasn't up to the required standard, or low Service Levels were the industry norm. Have those circumstances changed?
   
   

6. When information truly is ubiquitous, when reach and connectivity are completely global, when computing resources are infinite, and when a whole new set of impossibilities are not only possible, but happening, what will that do to your business?
   
   

7. What would be a real cause for concern?
   
   

8. What is Salesforce Einstein risk?
   
   

9. What intelligence do you gather?
   
   

10. How does your organization define, manage, and improve its Salesforce Einstein processes?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Salesforce Einstein book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Salesforce Einstein self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Salesforce Einstein Self-Assessment and Scorecard you will develop a clear picture of which Salesforce Einstein areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Salesforce Einstein Self-Assessment

• Is secure: Ensures offline Data Protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Salesforce Einstein projects with the 62 implementation resources:


• 62 step-by-step Salesforce Einstein Project Management Form Templates covering over 1500 Salesforce Einstein project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Salesforce Einstein project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the Salesforce Einstein Project Team have enough people to execute the Salesforce Einstein project plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Salesforce Einstein project plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?


 
Step-by-step and complete Salesforce Einstein Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Salesforce Einstein project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Salesforce Einstein Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Salesforce Einstein project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Salesforce Einstein project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Salesforce Einstein project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Salesforce Einstein project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Salesforce Einstein project with this in-depth Salesforce Einstein Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Salesforce Einstein projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based Best Practice strategies aligned with overall goals

• Integrate recent advances in Salesforce Einstein and put Process Design strategies into practice according to Best Practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Salesforce Einstein investments work better.

This Salesforce Einstein All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.