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Customer Resource Center

Resources to make adopting Salesforce.com and apps quick and easy.


Resources for Managers

  • Managers Guide to Account Planning
    This is a comprehensive overview of how to manage the account planning process, including the Manager’s Checklist for how to manage the process across a 13 week quarter and many other topics, including account strategies to maximize success.
  • Manager’s Checklist for Account Planning
    This is a Manager’s Checklist for how to manage the account planning and implementation process across a 13 week quarter.
  • Manager’s Checklist for Territory Planning
    This provides a Manager’s Checklist for how to manage the territory planning and execution process across a 13 week quarter.

 

Resources for Users

These User’s Guides help the application user get up to speed quickly.

 

Set Up Resources

These Set Up Guides support the Salesforce.com admin in adopting Salesforce.com and apps in your environment.