- What exactly are Accelerate Workflow Tools and PAS for Salesforce?
- Both Accelerate Workflow Tools and PAS for Salesforce are managed packages available on the Salesforce AppExchange. They are designed to enhance your Salesforce experience, offering tools to bring our training methodologies to life in the user’s natural flow of using CRM.
- Are these solutions native to Salesforce?
- Yes, both applications are Salesforce-native, ensuring seamless installation and optimal performance within your Salesforce environment.
- Which core Salesforce objects do these applications utilize?
- Both our solutions leverage the core Salesforce objects: Account, Opportunity, Contact, and Task.
- What prerequisites are there for installing these applications?
- a. A Salesforce System Administrator is required.
- b. Salesforce's "My Domain" must be active.
- c. Salesforce Lightning.
- Are these solutions listed on the Salesforce AppExchange?
- Yes, both Accelerate Workflow Tools and PAS for Salesforce can be found and installed directly from the Salesforce AppExchange.
- How do these tools interact with the Salesforce Data Sync for usage and performance metrics?
- Both our tools are fully compatible with our Richardson Salesforce Data Sync. This allows users to easily monitor and evaluate usage and performance metrics within Accelerate Learning on the Today Page.
- Do I need any special permissions or roles to install these packages?
- Yes, a Salesforce System Administrator role is necessary to complete the installation and setup process.
- Are there any Salesforce UI prerequisites?
- Yes, both Accelerate Workflow Tools and PAS for Salesforce are designed to operate with Salesforce Lightning, ensuring you get the most modern, efficient, and intuitive user experience.
- Can I test these solutions in a sandbox environment before my installation in production?
- Absolutely. Both Accelerate Workflow Tools and PAS for Salesforce can be installed in a Salesforce sandbox prior to product. This allows you to test the functionality and understand the solution's impact on your environment before moving to production.
- How long does the installation and setup process usually take?
- While the installation and setup can be achieved quickly, most clients tend to complete the entire process, including setup and configuration within a span of 3-4 weeks.
- Can these solutions be used with other CRM platforms outside of Salesforce?
- No, both Accelerate Workflow Tools and PAS for Salesforce are exclusively designed for and compatible with Salesforce.com.
- Do these solutions support Salesforce Mobile?
- Both applications will work on a tablet, via the native browser, however, neither application is optimized for smartphone usage.
- Are there any additional licensing costs associated with these tools on top of my Salesforce license?
- Yes, these solutions come with their own licensing model; please contact your Richardson representative for details.
- How do these solutions handle data security and GDPR compliance?
- Data security is of utmost importance to us. Both tools adhere strictly to Salesforce's robust security protocols, which are required to allow us to have our applications on the Salesforce AppExchange.
- Do I need to undergo training to use these solutions?
- While both tools are designed to be intuitive, we do offer comprehensive resources and user documentation.
- Will these solutions be affected when Salesforce releases updates?
- Being Salesforce-native, we closely align our development with Salesforce's. We ensure compatibility with new Salesforce updates and occasionally release our own updates to enhance functionalities and features.
- How do I receive support if I encounter issues or have questions?
- Your first line of support will be to reach your dedicated Richardson Customer Success Group representative.
- Your first line of support will be to reach your dedicated Richardson Customer Success Group representative.