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01 Apr. 2014

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As an accredited Salesforce Consulting partner, Xenogenix have the expertize and resources to provide clients with a complete end to end implementation service that ensures Salesforce is deployed and adopted successfully. Account Planning in Salesforce teaches you their secrets - what they know and how they do it. Donal is an in demand speaker and writer and is author of four books including the bestselling Select Selling Sales Fieldbook and most recently Account Planning in Salesforce. Our Team Plans give you access to our full team of certified Salesforce experts, including Adv.

After the template has been created, you can create an Action Plan for an Account, Opportunity, Contact, Lead, Campaign, Case or Contract. Other common use cases for Action Plans are: lead follow-up, customer on-boarding or a new product rollout. Action Plans by Salesforce Labs lets you create reusable task templates which helps to standardize the process and promote best practices at your organization while saving time and increasing productivity.
After the Action Plan is created, all of the activities are assigned and related to the campaign.

This is a huge time saver — rather than creating 10 separate task, you create one Action Plan!

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