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Account plan Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Process covering the creation and management of Account Plans in Salesforce.com, mainly for key accounts, but also applicable for standard accounts. An Account Plan summarizes the strategy set up for specific accounts or groups of accounts. Each Account Plan includes milestones detailing the actions to execute in order to achieve the plan. Once the account plan is created and approved, the execution of the strategy and follow-up of milestones is entirely managed in SFDC. The Account Plan is regularly updated to remain a living document.

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Account development plan

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ADP

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Account plan association Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Functionality in Salesforce.com which allows to link (or associate) one or multiple accounts to an Account Plan to indicate that these accounts are part of the strategy defined

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Account plan stage Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

Stages defined in SFDC for Account Plans: not developed, fully developed, pending approval, approved, expired

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Activity Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

An Activity in Salesforce.com is a standard object used to manage events, such as customer visits, and tasks

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Calendar Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

This is a section in Salesforce where you can find all tasks and events for the coming days. It offers 3 different views on activities: all events scheduled for the current week, Multi-User Calendar for the current week to check the availability of other CRM users, and a view on all Activities (list).

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Event Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

Definition

An event in Salesforce.com is a meeting or activity with a start date and an end date. It can be synchronized with Gmail and can be assigned to multiple users and contacts

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Task Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

A task in Salesforce.com is a To-Do, with a due date. It can only be assigned to 1 user

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Visit report Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

Functionality in Salesforce.com allowing to capture the outcome of the customer visit. Visit report contains an internal summary of the discussion (for internal reading) and all the required elements to send the minutes to the customer. This visit report can be shared internally and externally from Salesforce by using predefined email templates.

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Visit report wizard Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

Definition

Process in Salesforce.com allowing to quickly create additional records from the Visit Report on top of the typical visit report functions. The available records that can be created are: competitive insights, cross BU leads, action items (follow-up tasks) and action items (follw-up activities).

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