We will cover several of the modules within "Sell Lightning Fast with Sales Cloud" and discuss how Salesforce will be used by CII.

December 10, 2018

Alamo Room 

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• Other history - pdh, publication orders, downloads to be imported to Salesforce
• Cvent integration in 1Q19
• Techstreet publication store launch and integration with KB
• Quickbooks integration
• Tableau integration

Training and Salesforce support next steps.

• Meet with membership staff to set up opportunities, campaigns, invoices and collections
• AD training session
• Talk to Deborah if you need any training or other support or tweaks. One-on-one sessions or group sessions.  

CII's Primary Salesforce Apps

• Sales: Day-to-day, basic management of Accounts and Contacts
• CII Groups:  Committees, research teams, CBAs are found here.
• Salesforce Chatter: Collaborate with each other to learn Salesforce. Also future home for selected members.
• Invoices & Collections: Deployment still in progress. Accounts receivable for membership, publications, other. 

Chatter

Go to Chatter. Post a comment

Contacts

https://cii-today.lightning.force.com/lightning/o/Contact/home

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