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Salesforce-OmniStudio-Developer Salesforce Certified OmniStudio Developer

Exam Specification: Salesforce Certified OmniStudio Developer

Exam Name: Salesforce Certified OmniStudio Developer
Exam Code: Salesforce-Certified-OmniStudio-Developer
Exam Duration: 90 minutes
Passing Score: 65%
Exam Format: Multiple-choice, multiple-select

Course Outline:

1. Introduction to OmniStudio
- Understanding the key concepts and features of OmniStudio
- Exploring the components and capabilities of OmniStudio
- Overview of low-code development with OmniStudio

2. Data Integration and Mapping
- Integrating data sources with OmniStudio
- Configuring data mapping and transformation using OmniStudio
- Implementing data synchronization and validation processes

3. User Interface Design and Experience
- Designing and customizing user interfaces in OmniStudio
- Creating responsive and intuitive user experiences
- Implementing dynamic forms and page layouts

4. Process Automation and Orchestration
- Automating business processes using OmniStudio
- Creating workflows and approvals in OmniStudio
- Implementing process orchestration and integration

5. Application Development with Flow and Lightning
- Building applications using Flow and Lightning in OmniStudio
- Leveraging declarative development features
- Creating custom actions and components

6. Testing and Debugging
- Testing and validating OmniStudio applications
- Debugging and troubleshooting issues in OmniStudio
- Implementing error handling and exception management

7. Deployment and Release Management
- Planning and executing application deployments in OmniStudio
- Managing version control and change management
- Implementing release management best practices

Exam Objectives:

1. Understand the key concepts and features of Salesforce OmniStudio.
2. Integrate data sources and configure data mapping using OmniStudio.
3. Design and customize user interfaces in OmniStudio.
4. Automate business processes and orchestration using OmniStudio.
5. Develop applications using Flow and Lightning in OmniStudio.
6. Test, debug, and troubleshoot OmniStudio applications.
7. Deploy and manage applications in OmniStudio.

Exam Syllabus:

1. Introduction to OmniStudio
- Key concepts and features of OmniStudio
- Components and capabilities of OmniStudio
- Low-code development with OmniStudio

2. Data Integration and Mapping
- Data source integration with OmniStudio
- Data mapping and transformation in OmniStudio
- Data synchronization and validation processes

3. User Interface Design and Experience
- User interface design in OmniStudio
- Customization of user experiences
- Dynamic forms and page layouts

4. Process Automation and Orchestration
- Business process automation in OmniStudio
- Workflows and approvals in OmniStudio
- Process orchestration and integration

5. Application Development with Flow and Lightning
- Application development using Flow and Lightning
- Declarative development features
- Custom actions and components

6. Testing and Debugging
- Testing and validation of OmniStudio applications
- Debugging and troubleshooting in OmniStudio
- Error handling and exception management

7. Deployment and Release Management
- Application deployment in OmniStudio
- Version control and change management
- Release management best practices
Salesforce Certified OmniStudio Developer
Salesforce Salesforce study

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Question: 26
A developer creates a DataRaptor Extract to retrieve data to pass to an external service. The external service expects
the field value to be integer. However, the DataRaptor is sending it as a string.
Which action can the developer take to fix this?
A. In the DataRaptor Output tab, select the Output Data Type of that field to Integer.
B. In the DataRaptor Output tab, enter the default value as 0 on the field.
C. In the DataRaptor Extract tab, set the Input Data Type field to Integer.
D. In the DataRaptor Formula tab, define a formula using the function TOINTEGER and use the formula as output.
Answer: A
Question: 27
Why would a developer clone an Integration Procedure instead of versioning it?
A. The new Integration Procedure uses a Cache Block.
B. The new Integration Procedure it replacing stub data.
C. The new Integration Procedure will be used independently
D. The new Integration Procedure is Chainable.
Answer: C
Question: 28
A developer needs to build a multi-step intake form. Each step must allow the user to cancel the intake at any time.
The developer is using an LWC OmniScript to build the form.
How should the developer implement the cancel functionality for all steps using the LWC OmniScript Designer?
A. Check the Enable Cancel checkbox in the Setup tab under Cancel Options.
B. Add a navigation Action inside each step and set the Component name to Cancel,
C. Add a navigation Action outside each step and set the Element Name to Cancel,
D. Add a navigation Action inside each step and set the Element Name to Cancel,
Answer: A
Question: 29
What OmniStudio tool pre-populates the data m a PDF used by an OmniScript?
A. A SOQL Query
B. A DataRaptor Load
C. A DataRaptor Extract
D. A DataRaptor Transform
Answer: D
Question: 30
A developer needs to retrieve data from an external system that stores policy data. The external system supports REST
APIs to access and update the policies. Due to the volume of the policy data and peak hours of business, calls to the
REST APIs sometimes take longer than expected to respond.
The developer creates an Integration Procedure to retrieve the policy data for use in an OmniScript.
Given the external systems known performance issues, which two configurations should be used to implement the call
to the external system? Choose 2 answers
A. Set the Timeout property on the HTTP Action in the Integration Procedure
B. Check the Chainable checkbox on the Integration Procedure Action in the OmniScript
C. Configure a Remote action with timeout settings of 120000
D. Check the Chain On Step checkbox on the HTTP Action in the Integration Procedure
Answer: A,C
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Salesforce Salesforce study - BingNews https://killexams.com/pass4sure/exam-detail/Salesforce-OmniStudio-Developer Search results Salesforce Salesforce study - BingNews https://killexams.com/pass4sure/exam-detail/Salesforce-OmniStudio-Developer https://killexams.com/exam_list/Salesforce Salesforce vs. monday: Definitive Comparison

In today’s business world, using a top CRM software is no longer optional; it’s critical for success. A good customer relationship management (CRM) software will help you expedite your business growth by streamlining your workflows, boosting sales and improving customer engagement.

However, given the plethora of options available, choosing the right tool can be hard. In this article, we will dive into a detailed comparison of two popular CRM platforms, which we’ve covered extensively in our Salesforce CRM review and monday Sales CRM review. This guide offers helpful insights so you can make an informed choice that best suits your business needs.

Let’s now dive into a detailed comparison of the two platforms.

Features 

Both Salesforce and monday Sales CRM  have a vast range of features. However, Salesforce is richer in more advanced CRM features compared to monday.

Salesforce

Salesforce is a comprehensive CRM platform that offers a vast range of features, including sales automation, customer service, marketing automation and analytics. It offers lead management, opportunity management, customer service and contact management features. It also comes with a high degree of customization and integration features. This makes it suitable for businesses with complex sales and marketing operations.

monday 

monday is mainly focused on project management. As such, it’s not as heavy as Salesforce in terms of CRM features. However, monday also includes extensive project and team management, human resources, and software development features. This makes it fit for businesses that need an all-inclusive tool for improving sales and customer experience as well as team management.

Winner: Salesforce

Salesforce offers a wider range of features and functionalities to manage customer relationships and support sales and marketing efforts. This makes it the winner in terms of CRM features. However, if you are interested in more than just CRM features, monday is a better option.

Pricing 

Both Salesforce and monday offer a range of pricing options to suit businesses of different sizes.  They also come with a free trial, which allows users to try the tools’ features before committing to them. 

Salesforce

The pricing model for Salesforce is a bit complex and can be confusing. The pricing plans are based on the size of the business. Generally, the pricing plans for Salesforce are much more expensive than those of monday. The following are the four pricing plans that Salesforce offers:

  • Essentials: This goes for $25 per user per month paid annually.
  • Professional: It costs $80 per user per month paid annually.
  • Enterprise: This costs $165 per user per month paid annually.
  • Unlimited: It costs $330 per user per month

monday

monday’s pricing plans are considered more affordable than those of Salesforce. These pricing plans are based on the number of features and users. In addition to the free plan, which accommodates up to two users, monday offers the following pricing options:

  • Basic: This costs $10 per user per month billed annually.
  • Standard: It goes for $14 per user per month billed annually.
  • Pro: It costs $27 per user per month billed annually.
  • Enterprise: This plan requires a custom quote.

Winner: monday

monday beats Salesforce hands down, as it offers more affordable and simple pricing plans, with the cheapest plan costing $10 per user per month. Although Salesforce has more comprehensive and robust features, monday also offers similar features at more friendly rates.

Customization and scalability

Both sales platforms come with excellent customization capabilities.

Salesforce

Salesforce offers a high level of customizability. It comes with a broad range of customization options allowing businesses to tailor the platform to suit their unique needs. With Salesforce customization options, you can change the platform’s interface, including the colors, logo and graphics, to reflect your company’s identity. You can also alter the dashboards to display important business information as well as create personalized applications using AppExchange. This platform also offers flexible plans to accommodate businesses of different sizes, making it appropriate for both small and large enterprises. This means that it will be able to adapt and cater to your business needs for performance and reliability as it grows.

monday

While monday also provides pretty good customization capabilities, its options are not as extensive and advanced as those of Salesforce. The app comes with a wide range of fully customizable templates designed to suit specific activities. With Salesforce, you can modify the dashboards to suit your specific needs. Generally, monday’s customization options are easy and straightforward, which makes it a good fit for beginners and small companies.

Winner: Salesforce

Salesforce outshines monday, as it offers more advanced customization options. The downside to this, however, is that you may need a highly tech-savvy team to create custom applications and make optimal use of all the features the platform has to offer.

Integrations

Both platforms have impressive integration capabilities, which allow you to connect different tools to enhance your team’s productivity and boost performance.

Salesforce

Thanks to its AppExchange, Salesforce integrates with over 3,000 other business apps. Salesforce integrates seamlessly with apps such as Slack, Stipe, Shopify and Google Drive, among many others.

monday 

While monday’s integration capabilities are not as extensive as Salesforce’s, the platform also has smooth integration with other apps, including project management, marketing and team collaboration tools. It integrates seamlessly with more than 30 apps, including Shopify, Gmail, Outlook, DocuSign, Microsoft Teams and Slack. It also has an Apps Marketplace that allows smooth integration with a range of other apps, for a total of 200 integrations.

Winner: Salesforce

Salesforce wins over monday in terms of integration capabilities, thanks to its AppExchange, which gives access to a wide range of apps.

Ease of use

Salesforce

Due to its vast collection of advanced features, Salesforce has a complicated user interface with various buttons to click, which can be overwhelming, especially to new users. It will thus require some time for users to fully master and use its features optimally. As such, Salesforce is most suited for large enterprises with complex CRM processes.

monday

Compared to Salesforce, monday has a more friendly and straightforward user interface, which makes it favorable for new users. Its vibrant and colorful dashboard allows you to quickly locate all the functions you require. In addition, the platform offers extensive resources to help you get started easily. 

Winner: monday

In terms of ease of use, monday takes the crown. The platform boasts a simple interface and hence has a shallow learning curve. Further, given the platform’s rich resources, you’ll get running in no time.

Customer support

Customer support is a crucial consideration when choosing a CRM platform.

Salesforce

In addition to the various learning resources, Salesforce offers a range of options to businesses to efficiently deal with customer service inquiries, including a 24/7 phone support and an online forum. However, the level of support depends on your plan, with more support avenues available in the higher tiers.

monday

monday offers customer support through various channels, including videos, webinars, articles, a knowledge base and a community forum. It also offers 24/7 support phone support plus a ticketing system and a dedicated customer success manager for enterprise plan users.

Winner: monday

monday is the winner in terms of customer support, as its 24/7 support is available across all its packages, including the free version.

Thu, 04 Jan 2024 10:00:00 -0600 en text/html https://www.businessnewsdaily.com/salesforce-vs-monday
What is Salesforce and What Does It Do? No result found, try new keyword!Salesforce is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. Salesforce is a cloud-based ... Wed, 03 Jan 2024 10:00:00 -0600 text/html https://www.thestreet.com/technology/what-is-salesforce-14796378 This Is What Whales Are Betting On Salesforce

Deep-pocketed investors have adopted a bearish approach towards Salesforce CRM, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CRM usually suggests something big is about to happen.

We gleaned this information from our observations today when Benzinga's options scanner highlighted 24 extraordinary options activities for Salesforce. This level of activity is out of the ordinary.

The general mood among these heavyweight investors is divided, with 33% leaning bullish and 66% bearish. Among these notable options, 10 are puts, totaling $980,886, and 14 are calls, amounting to $619,813.

What's The Price Target?

Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $140.0 to $390.0 for Salesforce over the recent three months.

Insights into Volume & Open Interest

In terms of liquidity and interest, the mean open interest for Salesforce options trades today is 930.53 with a total volume of 5,604.00.

In the following chart, we are able to follow the development of volume and open interest of call and put options for Salesforce's big money trades within a strike price range of $140.0 to $390.0 over the last 30 days.

Salesforce Option Volume And Open Interest Over Last 30 Days

Largest Options Trades Observed:

Symbol PUT/CALL Trade Type Sentiment Exp. Date Strike Price Total Trade Price Open Interest Volume
CRM PUT SWEEP BEARISH 01/12/24 $255.00 $240.2K 752 1.0K
CRM PUT SWEEP BEARISH 01/12/24 $255.00 $204.2K 752 2.8K
CRM PUT SWEEP BULLISH 01/12/24 $255.00 $144.3K 752 7
CRM CALL TRADE BULLISH 01/17/25 $200.00 $107.2K 1.6K 0
CRM PUT SWEEP BULLISH 01/12/24 $255.00 $88.0K 752 517

About Salesforce

Salesforce Inc provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group to deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.

After a thorough review of the options trading surrounding Salesforce, we move to examine the company in more detail. This includes an assessment of its current market status and performance.

Current Position of Salesforce

  • Currently trading with a volume of 2,053,020, the CRM's price is down by -1.15%, now at $253.19.
  • RSI readings suggest the stock is currently may be approaching overbought.
  • Anticipated earnings release is in 56 days.

What Analysts Are Saying About Salesforce

In the last month, 4 experts released ratings on this stock with an average target price of $307.5.

  • An analyst from Wolfe Research has elevated its stance to Outperform, setting a new price target at $315.
  • Maintaining their stance, an analyst from Piper Sandler continues to hold a Neutral rating for Salesforce, targeting a price of $285.
  • In a cautious move, an analyst from Wells Fargo downgraded its rating to Equal-Weight, setting a price target of $280.
  • Showing optimism, an analyst from Morgan Stanley upgrades its rating to Overweight with a revised price target of $350.

Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Salesforce with Benzinga Pro for real-time alerts.

© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Wed, 03 Jan 2024 03:15:00 -0600 en text/html https://www.benzinga.com/markets/options/24/01/36475361/this-is-what-whales-are-betting-on-salesforce
Best Salesforce Certification Courses

Salesforce skills and certifications are in high demand in the information technology industry and you’ll be positioned to take your career to the next level with a few certifications under your belt. 

But what’s the best way to prepare for the exam? An online Salesforce certification course is an ideal place to start. Whether you’re new to Salesforce or need to brush up on your skills, we’ll go over several options for you to choose from that go beyond an exam guide.

The Best Salesforce Certification Courses

We explored over 100 Salesforce certification courses on the web and come up with our top picks. The featured courses are from LinkedIn Learning, PluralSight, Trailhead and Udemy. While this CRM platform is popular and these names are well-known, you should the platform that make the most sense for your needs.

Here’s a description of each course, who it’s for and the price point. We’ve also categorized the courses by skill level: beginners, intermediate students and advanced students.  

Salesforce Certification Courses for Beginners

These Salesforce Certification Courses are great for if you’re just learning the ropes.

1. The Complete Salesforce Classic Administrator by Udemy

  • Who it’s for: Beginners
  • Price: $19.99

Just $19.99 gets you a seat in this bestselling course from Udemy — it’ll teach you everything you need to know to pass the Salesforce Administrator Certification Exam.

When you enroll, you’ll have instant access to 10.5 hours of on-demand video, 17 articles, 2 downloadable resources and 1 practice test. The class begins with a lesson on how to create your own free account. You’ll also learn core concepts of the platform along with the mechanics of deploying the Lightning Experience in Salesforce.

The class is instructed by Mike Wheeler, Salesforce trainer, and Aaron Wheeler, Adobe certified expert. It’s designed for beginners and those who are a bit more experienced who want to take the Salesforce Administrator Exam. 

2. Prepare for Your Salesforce Administrator Credential by Trailhead 

  • Who it’s for: Beginners
  • Price: Free 

It’s fun to prepare for your Salesforce Administrator Certification Exam through Trailhead’s course. 

This 53-hour class begins with an overview of the exam so you’ll know what to expect when it’s time to test. It’s followed by an organization setup task in Salesforce. Once you’ve got the foundational work out of the way, you’ll jump right into the first Salesforce Platform Basics module. 

As the course progresses, you’ll be required to complete a series of assignments and projects to demonstrate your proficiency in the subject. The class wraps up with helpful study tools and a practice test. 

Enrollment is free, but you’ll need to sign up for a Trailhead account to get started. 

3. Formula Fundamentals in Salesforce by PluralSight 

  • Who it’s for: Beginners
  • Price: Included with a monthly subscription 

You might want to gain a better understanding of how Salesforce formulas work if you want to enhance your user experience. This 5-star course is worth exploring. The class is a little over 1.5 hours and includes 6 modules. 

Instructor and software developer Dan Appleman covers formulas, data, operators and functions. He also shares real-life examples and testing formulas that can significantly assist you when as you use the platform. 

The enrollment fee for Formula Fundamentals in Salesforce is included in the $29 PluralSight monthly subscription. You can also grab a seat for free by signing up for a 10-day trial. 

Have you mastered Salesforce mechanics? If not, these intermediate-level courses may be a good fit.

4. Cert Prep: Salesforce Certified Administration by LinkedIn Learning (Formerly Lynda.com)

  • Who it’s for: Intermediate students
  • Price: Included with a monthly membership

Taught by Christopher Matthew Spencer, a Salesforce certified administrator, this course is best for those who are ready to start preparing for the qualification exam. 

The 1-hour class touches on the benefits of certification, what’s included in the exam and how to register. You’ll also learn which study materials are most useful and the tips you should implement to increase your odds of earning a passing score on the first attempt. 

It’s free to enroll with a $29.99 LinkedIn Learning monthly membership. But if you’re not yet a member, sign up for a free 1-month subscription to access the course for free.

5. Salesforce Platform App Builder Certification Course by Udemy

  • Who it’s for: Intermediate students 
  • Price: $19.99

Learn what it takes to pass the Salesforce Platform App Builder Certification Exam in this bestselling course from Udemy. You’ll also learn how to set up security and access permissions, configure a role hierarchy, build apps on the platform and a host of other useful skills. 

This class includes 19 hours of on-demand video, 11 articles and 6 downloadable resources to supplement your learning. Once you’ve reached the finish line, you’ll receive a Certificate of Completion. 

Enrollment is only $19.99 and it’s best to have a working knowledge of Salesforce before you sign up for the class.

6. Prepare for Your Salesforce Platform App Builder Credential by Trailhead

  • Who it’s for: Intermediate students
  • Price: Free 

You’ll be able to review key concepts that appear on the Salesforce Platform App Builder exam. This class begins with a primer on Salesforce fundamentals and dives into more complex concepts related to app building. 

The material is delivered through interactive modules that include hands-on tasks and projects designed to enhance your experience. After the course, you can work through real-life simulations that apply to concepts featured in the certification exam. Expect to spend approximately 55 hours working through the course.

Make sure you know design, building and implementation of custom application basics before you enroll in the course. 

Advanced Salesforce Certification Courses

Do you have extensive knowledge of the platform or are you a Salesforce certified administrator? You may be interested in these advanced courses.

7. Salesforce Certified Advanced Administrator- Part 1 by Udemy 

  • Who it’s for: Advanced students
  • Price: $19.99

Do you want to take your career to the next level as a Salesforce Certified Advanced Administrator? This course, the first of a 3-part series, will give you a sneak peek into what the process entails. You can proceed with the other 2 classes in Udemy if you enjoyed the first.

Test drive this 5-hour course for only $19.99. You can receive your money back within 30 days of enrollment if you’re not satisfied for any reason.

The Salesforce Administrator Certification Credential is a prerequisite for this course and you’ll also need it to sit for the exam. 

8. Salesforce Sales Cloud Consultant Certification by Udemy

  • Who it’s for: Advanced students
  • Price: $19.99

Are you interested in the Cloud Consultant Certification? If so, you might want to consider taking this class. This Udemy bestseller will equip you with the knowledge needed to pass the exam. Over 1,700 students have enrolled in this comprehensive course to date. 

You’ll be able to access a thorough discussion of the components of the exam. Instructor Mike Wheeler also covers implementation strategies, sales cloud solution design, marketing and leads, opportunity management, sales productivity and a host of other integral concepts. 

You can enroll for $19.99 and have instant access to 11 hours of on-demand video, 13 articles and 7 downloadable resources. 

9. Salesforce Service Cloud Consultant Certification Course by Udemy

  • Who it’s for: Advanced students 
  • Price: $19.99

This bestselling course will prepare you to pass the Salesforce Service Cloud Consultant Certification Exam. It includes 115 lectures condensed into 11 hours of video. You will also have access to 9 articles when you enroll. 

Instructors Mike and Aaron Wheeler offer 11 modules to give you access to essential industry knowledge. You’ll also earn the mechanics of implementation strategies, service cloud solution design, building custom service apps, knowledge management and interaction channels. 

Enrollment is $19.99 and you should have experience working in Salesforce before you register for this class. 

What Makes a Great Salesforce Certification Course?

Going beyond a practice exam, you need a certificate course that meets you where you are. The best Salesforce certification programs meet the following criteria

Taught by an Experienced Salesforce Trainer

Are you an IT employee? If so, you’re well aware that Salesforce is a sophisticated customer relationship management platform. Make sure you get an instructor who can break down terms, concepts and methodology. Look for a Salesforce trainer who’s well-versed in the platform and understands how to get you through the online certificate program. A Salesforce consultant may know the platform, but make sure they teach in a manner that speaks to you.

Interactive and Includes Resources 

You can’t expect to become skilled in Salesforce by reading a multi-page document. For this reason, the course should be interactive and include tasks or projects that allow you to apply the knowledge you’ve learned in the modules. It’s also a bonus if the instructor provides demonstrations for you to reference at a later date if needed. 

Most importantly, the course should include at least 1 practice exam to test your proficiency in the material. Otherwise, you won’t know whether you’re prepared to take the salesforce certification exam or if you need more time to study. 

Self-Paced

Some classes may force you to rush through the material to meet deadlines. As you explore sales Certification courses, confirm that you’re allowed to work at your own pace prior to the Salesforce exam. That way, you can take your time and give yourself the best chance at passing the applicable exam on the first attempt. 

Choose the Right Salesforce Certification Course

Enrolling in a reputable Salesforce certification course is the best way to set yourself up for success. You’ll take the guesswork out of trying to figure out what concepts to focus on and you’ll increase the odds of passing on the first try. 

New to Salesforce? Consider a free course to get acclimated with the platform. Once you’ve mastered the basics, move on to more complex material — enroll in intermediate and advanced courses. 

Confirm that the course is taught by a Salesforce trainer with a stellar track record. The course should also be self-paced so you have an ample amount of time to understand, retain and apply the information shared in the class. 

Frequently Asked Questions

A

Benzinga recommends The Complete Salesforce Classic Administrator and Prepare for Your Salesforce Administrator Credentials.

A

It takes 6 weeks to complete the certification, depending on your experience.

A

Depending on the industry in which you work and your role, you may or may not need Salesforce certification to obtain gainful employment. However, it is wise to receive as much training as you can to make yourself more marketable over the long-term.

Wed, 13 Dec 2023 10:01:00 -0600 en text/html https://www.benzinga.com/money/best-salesforce-certification-courses
Can Salesforce Stay on Top of CRM Providers in 2024?

Salesforce continues to dominate tech headlines and investment forums in 2024. The company has garnered much attention thanks to improved features and an increased stock price, but layoffs and leadership transitions are also part of the chatter surrounding the organization. Internal and external changes could pave the way for rivals like Microsoft and Oracle to claim more market share.

As our review of the Salesforce CRM makes clear, the vendor produces one of the best CRM platforms around. But that doesn’t mean businesses shouldn’t study Salesforce’s competitors. Another offering could better suit your needs, especially when you consider some of Salesforce’s downsides.

Editor’s note: Looking for the right CRM software for your business? Fill out the questionnaire below to have our vendor partners contact you about your needs.

Why you should consider Salesforce alternatives

The customer relationship management (CRM) space is full of large and midsize companies vying for the attention of businesses like yours. While only a few CRMs out there are real competition for Salesforce and its global scale, small business clients have a wide variety of vendors to consider.

Salesforce is the most prominent name on the market, with a vast array of features and integrations at reasonable pricing, but those positives may become negatives when viewed from a small business point of view. For example, too many choices can create analysis paralysis; with a plethora of features to choose from when choosing their Salesforce package, small business owners may become overwhelmed or distracted from their core business needs. Plus, many of the company’s integrations and features can be irrelevant and costly bells and whistles for some smaller businesses that can get by with basic functionality. You should also keep in mind that bigger doesn’t always mean better when it comes to customer service. Salesforce, despite being the global CRM leader, has gained a reputation for limited customer support within small business circles.

Fortunately, all it takes is a little research to discover which Salesforce alternatives may be more ideal for your business. We’ve gotten the process started for you by rounding up some of Salesforce’s top competitors below.

Salesforce is the market leader in the CRM space, but small businesses may want to look elsewhere for a vendor that delivers quick customer service and provides the level of individual attention smaller companies need.

Top Salesforce competitors

Could one of Salesforce’s top competitors be a better solution for your small business? We recommend considering these vendors.

Keap

One of the things we love most about Keap is its ease of use. This CRM platform is super customizable to your business’s unique needs and makes automation simple to set up. You can add over 2,500 software integrations and sales and CRM marketing tools to expand its functionality. However, Keap’s contact-based pricing model means costs will increase for businesses with more than 10,000 contact names (contacts could include all of your current and past customers, as well as customer leads). This may not be a significant drawback, however, for very small businesses with limited client lists:

  • Why it stands out: Keap’s CRM platform stores all customer activity in a centralized space. Your business’s customer interactions are added automatically. The user dashboard makes it easy for you and your team to text, email, book appointments, process purchases and add invoices from the same screen. 
  • Pricing: The Pro plan starts at $139 per month for two users. The Max plan starts at $199 per month for three users. The company also offers a 14-day free trial.

Find out more in our detailed Keap review.

Zoho CRM

Zoho CRM is designed to increase leads, accelerate sales and accurately measure performance with ease and efficiency. Zia, the system’s artificial intelligence (AI)-powered assistant, predicts leads and deals, identifies potential customers for conversion and helps sales teams focus their efforts with user-friendly guidance. Note that only Enterprise subscribers have access to these AI-powered tools:

  • Why it stands out: This vendor particularly excels at serving remote and hybrid teams. Real-time notifications of customer interactions can reach your sales team in any location, easy-to-use automation saves time on repetitive tasks and the flexible dashboard makes it convenient to stay in touch with your entire sales team from anywhere.
  • Pricing: Zoho offers four plans — Standard, Professional, Enterprise and Ultimate. Pricing starts at $14 per user, per month, for the Standard package and tops out at $52 per user, per month, for the Ultimate option. We particularly like that the Enterprise tier gets you a customer journey command center, a Canvas visual CRM view, a mobile software development kit and multiuser portals. 

See our in-depth Zoho CRM review for a breakdown of each pricing tier.

Zendesk

Zendesk works incredibly well for businesses with complex customer profiles and industries with long-term customer relationships. It is especially well-suited for managing post-sale business activities, renewals and other customer service tasks. However, the home dashboard isn’t super user-friendly compared to other CRM options on the market. 

  • Why it stands out: You can enjoy a suite of collaboration tools that keep team members engaged and make it easier to work together from various locations. Customer data is aggregated from multiple customer touchpoints into a central database, preventing different departments from duplicating communications or missing context. 
  • Pricing: The monthly subscription price ranges from $19 to $99 per user, with a 30-day free trial option.

Using a CRM model alongside your CRM software can help improve your company’s sales process while using a CRM for customer service can boost client retention.

Oracle NetSuite CRM

While Oracle is one of the biggest CRM companies in the world — competing alongside leaders like Salesforce, SAP, Microsoft and Adobe for market share — it can also be a powerful tool for small e-commerce businesses. Its Oracle NetSuite product is a truly unified, all-in-one commerce solution for sales, marketing and operations. Just be aware that access to all features and tools requires purchasing Oracle’s enterprise resource planning platform.

  • Why it stands out: The Oracle CRM includes custom integrations with the full suite of Oracle products. It also provides a robust CRM analytics system, highly rated mobile applications and full browser and cloud support.
  • Pricing: Costs are not available online because quotes are generated based on each business’s specific needs.

While pricing isn’t readily available, our full review of the Oracle NetSuite CRM is jam-packed with other must-know information on other aspects of this Salesforce rival.

monday Sales CRM

For businesses with never-ending task lists and complex ventures, the monday Sales CRM from monday.com can help streamline project management processes as they relate to sales activities. The vendor’s core work management platform, which is included with the CRM, is designed to run and scale to any workflow. The software’s interfaces are easy to navigate, and the program comes equipped with unlimited boards to organize projects, from dashboards to customer data visualization tools: 

  • Why it stands out: Premade templates make building and implementing time-saving automation super simple. We like that all plans include 24/7 customer support.
  • Pricing: There are four plans available — Free, Basic, Standard and Enterprise (for large-scale operations). The free plan is limited to two users, 5GB of storage and 200+ templates. Basic and Standard are priced from $10 to $14 per user per month when billed annually, while companies interested in the Enterprise option need to get a custom quote. Students and nonprofits may qualify for discounted or free access.

Our review of the monday Sales CRM explains how the free version of the software differs from the tiers you have to pay for.

Other CRM competitors

The vendors we highlighted above are only some of the many other CRM providers small businesses can choose from. Companies like Less Annoying CRM, HubSpot, Insightly and SugarCRM can’t compete with Salesforce in terms of sheer size, but they understand the small and medium-sized business market. Like the other CRM vendors profiled in this article, these companies have built CRM solutions designed to serve small businesses with a more modern sales process that makes buying a software-as-a-solution product more transparent. 

Salesforce has an entry-level option called Salesforce Essentials. This product may be more appealing to small businesses that still want to work with the Salesforce brand but don’t need all of the company’s pricey tools.

The future of Salesforce and its competition

Salesforce is unique in that it acquired a dominant market share by targeting businesses of all sizes at the same time. The company continues to face stiff competition from big dogs like Oracle NetSuite CRM and Microsoft Dynamics as they move out of the enterprise-only market to nab contracts with large and midsize companies. That’s on top of the increasing competition Salesforce faces from CRM companies that focus exclusively on the small business set. 

The strength of the competitive landscape combined with the economic changes hitting the technology sector in 2024 promise to make it an interesting year for Salesforce. The alternatives that focus on serving the unique and evolving needs of small businesses, instead of on company growth and global market dominance, could chip away at Salesforce’s clientele. After all, a global presence and unmatched power don’t automatically make the Salesforce CRM the best option for your business.

Mona Bushnell and Jordan Beier contributed to this article.

Tue, 02 Jan 2024 09:59:00 -0600 en text/html https://www.businessnewsdaily.com/11203-salesforce-crm-competition.html
Salesforce escaped from the jaws of activists to find stability in 2023

This year did not start off great for Salesforce, with an unusual level of turbulence and uncertainty surrounding the company. But as the year comes to a close, Salesforce finds itself in surprisingly good shape financially: Its stock is up over 96% year-to-date. Earlier this year, such an outcome would have seemed impossible to imagine.

The bad news started rolling in even before the new year began, when co-CEO Bret Taylor, who many speculated was being groomed to be heir apparent to Marc Benioff, quite suddenly announced he was leaving the company at the end of November. A week later, Slack CEO and co-founder Stewart Butterfield announced he, too, was stepping down. Losing two key executives in less than a week would be a huge hit to any company, but it would be just the start of an onslaught of bad news for the CRM giant.

As the year began, we learned that activist investors were, well, quite active inside the company. This included Elliott Management, Starboard Value, ValueAct Capital, Inclusive Capital and Third Point. When activists show up, they usually have a strong opinion on how to “fix” a company, and this would be no different.

First, we learned that Salesforce was bringing in three new board members, which felt like a way to appease the activists — especially because one of them was Mason Morfit, CEO and chief investment officer of ValueAct, one of those very same activists.

Activists typically pressure the company to cut costs, and in corporate terms, that usually means cutting staff. Sure enough, Salesforce soon announced that it was cutting 10% of its workforce, or 7,000 people, on January 4, 2023. The excuse was that it had overhired during the pandemic and this was a correction, but it could also have been throwing the activists a cost-cutting bone.

Either way, reports suggested the company didn’t handle the layoffs well, engineers were being pressured, and Benioff began preaching about going back to the office after embracing work from home, and what Salesforce called the “Digital HQ,” during the pandemic. The company’s reputation as a progressive, employee-friendly organization took a big hit.

Sun, 24 Dec 2023 01:59:00 -0600 en-US text/html https://techcrunch.com/2023/12/24/salesforce-lookback-2023/
Biggest CEO successes and setbacks: 2023’s triumphs and 2024’s challenges No result found, try new keyword!Against this backdrop, Pat Gelsinger clearly had his challenges cut out for him when he returned to Intel as CEO in 2021, after a successful decade as CEO of VMware. The markets, as did we, ... Thu, 04 Jan 2024 03:06:06 -0600 en-us text/html https://www.msn.com/ Salesforce Pricing Guide (January 2024)

Salesforce offers a full suite of add-ons available mainly on the SalesForce AppExchange. These optional Salesforce programs include tools to support different needs and industries. Depending on the complexity of those needs, you’ll pay anywhere from nothing to hundreds of dollars for one (or multiple) apps. You can also find add-ons under the “products” tab on the Salesforce website.

Salesforce’s apps come from both first- and third-party providers. They also vary in pricing, often including new tiers that differ from what Salesforce offers. Simple apps, like 360 SMS, start at $7 per month but might cost more depending on how many texts you send. Other apps, like the Salesforce Adoption Dashboard, are entirely free. You also have freemium apps, like JotForm, which are free for the first five forms. 

Each app is different, requiring another knowledge base to learn this optional system. Much like shopping for CRM systems, you must go through testing and adoption phases. Thankfully, Salesforce is a cloud-based SaaS system, meaning you can easily customize it according to your needs. Below, you’ll learn more about some of the most popular add-ons you might consider. 

Pardot Pricing

Salesforce Pardot is a popular marketing automation platform that comes in four tiers. Here’s a breakdown of what those tiers provide:

  • Growth: $1,250/mo; focuses on marketing automation 
  • Plus: $2,750/mo; provides deeper analytics and personalization features
  • Advanced: $4,400/mo; AI support and developer sandbox features
  • Premium: $15,000/mo; offers predictive analytics and personalized product support

Pardot supports up to 10,000 contacts, with its higher tier supporting 75,000.

Service Cloud

Service Cloud focuses on the customer support side of Salesforce. It also has identical pricing compared to Sales Cloud (Salesforce’s primary offering). Here’s a breakdown of pricing:

  • Starter: $25/user/mo; provides a simple customer case management dashboard
  • Professional: $80/user/mo; provides case swarming and computer telephony integration (CTI)
  • Enterprise: $165/user/mo; provides AI features and a self-service system for your customer support staff
  • Unlimited: $330/user/mo; 24/7 support alongside AI-powered chatbots
  • Unlimited+: $500/user/mo; advanced AI support and the ability to better integrate data across Tableau Analytics and Data Cloud

Sales Cloud does not come with Service Cloud. However, you can discuss discounts for integrating both when talking with an account executive. 

CPQ and Billing

Both CPQ and Billing are features you can find under Salesforce’s Revenue Cloud service. 

CPQ (Configuration, Pricing and Quoting) is a flexible pricing system that changes price depending on usage level or optional features. When selling software with add-ons, it can help you simplify billing customers. It comes in two forms:

  • CPQ: $75/user/mo; provides limited customization options
  • CPQ Plus: $150/user/mo; provides more process control and automated features

Billing is another feature of Revenue Cloud which comes in two forms, although the pricing requires you to call in:

  • Growth: Has a built-in invoicing system for scheduling and merging multiple invoices
  • Plus: Advanced billing systems based on usage ratings; supports automatic payments

If purchasing the complete sales CRM, some of these features are integrated with advanced plans, meaning you don’t need to pay extra. 

Einstein Analytics

Einstein Analytics is the AI-driven analytics software from Salesforce that comes with the Unlimited plan. Enterprise customers might choose to pay separately, selecting one of the four plans below:

  • Einstein Predictions: $75/user/mo; provides simple, automated insights
  • CRM Analytics Growth: $140/user/mo; more advanced analytics platform without AI features
  • CRM Analytics Plus: $165/user/mo; combines features from Predictions and Analytics Growth
  • Revenue Intelligence: $220/user/mo; provides revenue insights as well other features

MuleSoft

MuleSoft is an integration-based platform that connects multiple apps, helps integrate numerous APIs and provides automated systems between those softwares. Another way to look at it: it’s a complex version of Zapier with way more power for programmers. 

MuleSoft’s pricing varies heavily but can cost up to $250,000 per year. You’ll need to call and discuss your unique needs for a quote. 


Wed, 20 Dec 2023 10:00:00 -0600 en-US text/html https://www.marketwatch.com/guides/business/salesforce-pricing/
Salesforce, Inc.'s (NYSE:CRM) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?

Salesforce's (NYSE:CRM) stock is up by a considerable 29% over the past three months. However, we wonder if the company's inconsistent financials would have any adverse impact on the current share price momentum. In this article, we decided to focus on Salesforce's ROE.

ROE or return on equity is a useful tool to assess how effectively a company can generate returns on the investment it received from its shareholders. In short, ROE shows the profit each dollar generates with respect to its shareholder investments.

Check out our latest analysis for Salesforce

How To Calculate Return On Equity?

ROE can be calculated by using the formula:

Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity

So, based on the above formula, the ROE for Salesforce is:

4.5% = US$2.6b ÷ US$58b (Based on the trailing twelve months to October 2023).

The 'return' is the income the business earned over the last year. That means that for every $1 worth of shareholders' equity, the company generated $0.04 in profit.

What Has ROE Got To Do With Earnings Growth?

We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don’t share these attributes.

Salesforce's Earnings Growth And 4.5% ROE

When you first look at it, Salesforce's ROE doesn't look that attractive. A quick further study shows that the company's ROE doesn't compare favorably to the industry average of 9.7% either. Hence, the flat earnings seen by Salesforce over the past five years could probably be the result of it having a lower ROE.

As a next step, we compared Salesforce's net income growth with the industry and were disappointed to see that the company's growth is lower than the industry average growth of 17% in the same period.

past-earnings-growth

Earnings growth is a huge factor in stock valuation. The investor should try to establish if the expected growth or decline in earnings, whichever the case may be, is priced in. Doing so will help them establish if the stock's future looks promising or ominous. What is CRM worth today? The intrinsic value infographic in our free research report helps visualize whether CRM is currently mispriced by the market.

Is Salesforce Efficiently Re-investing Its Profits?

Salesforce doesn't pay any dividend, which means that it is retaining all of its earnings. This makes us question why the company is retaining so much of its profits and still generating almost no growth? It looks like there might be some other reasons to explain the lack in that respect. For example, the business could be in decline.

Conclusion

On the whole, we feel that the performance shown by Salesforce can be open to many interpretations. Even though it appears to be retaining most of its profits, given the low ROE, investors may not be benefitting from all that reinvestment after all. The low earnings growth suggests our theory correct. With that said, the latest industry analyst forecasts reveal that the company's earnings are expected to accelerate. To know more about the latest analysts predictions for the company, check out this visualization of analyst forecasts for the company.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sat, 23 Dec 2023 21:00:00 -0600 en-US text/html https://finance.yahoo.com/news/salesforce-inc-nyse-crm-stock-110010572.html
Salesforce Services Market Set to Surge with a 14.4% CAGR, Aiming for a Whopping US$ 33.5 Billion by 2029

The salesforce services market is set to top US$ 13 Billion in 2022 and is predicted to expand at a stupendous CAGR of 14.4% to reach a valuation of US$ 33.5 Billion by 2029. Salesforce services currently account for a 2% share in the global IT services market. Market development is mainly forced by the increasing adoption of salesforce services in the BFSI industry.

As Salesforce services defy the ‘one-size-fits-all’ concept, service providers are offering end-to-end assistance to help end-users get services that are best suited to their requirements. With thousands of Salesforce implementations across multiple enterprises, the Salesforce service providers are extensively focusing on creating impactful experiences to generate substantial profits.

Opportunities galore for manufacturers with the increasing focus of businesses on improved customer engagement and interaction – key imperative driving growth and profitability amid competitive spaces.

Request a Sample Report for Comprehensive Insights
https://www.futuremarketinsights.com/reports/sample/rep-gb-4751

Some of the highly-effective Salesforce offerings- marketing cloud, commerce cloud, and community cloud to name a few- have gained immense popularity over the years, which is further nudging businesses to choose Salesforce services for long-term returns.

North America – A Hub of Opportunities for Service Providers:
According to the report, the increasing adoption of Salesforce services in the BFSI sector is likely to continue, making it one of the most lucrative verticals for Salesforce service vendors. Over the years, the focus of BFSI has shifted toward fruitful customer engagement in real-time and across any device. This, in turn, is pushing the demand for the adoption of Salesforce services in BFSI, thereby giving new opportunities for the Salesforce service vendors to reap profits.

Growth prospects for the Salesforce services, as the report opines, are high in North America, particularly in the US. In addition, the adoption of Salesforce services in Western Europe is estimated to intensify by the end of 2029, which is likely to encourage the vendors to solidify their service capabilities.

As far as growth and expansion are concerned, strategic business partnerships and acquisitions will continue to be the best way forward for vendors. Those alliances will lay the foundation for bespoke innovations to come to the fore, thereby creating a ‘win-win’ for both parties involved. Considering the challenges enterprises face in terms of Salesforce deployment, key service providers active in the market will continue to focus on offering unmatched support and assistance in a bid to ensure client satisfaction and engagement.

In addition, Salesforce service providers will also continue to center on getting ‘Salesforce service certifications’ to reap benefits in the long run, as these certifications will not only help them strengthen their core competencies but also expand their client bases.

Leading Key Players:
Since there are so many companies actively providing salesforce services, the nature of the market has become quite competitive. SAP SE, Oracle Corporation, Microsoft Corporation, Salesforce.com Inc., Adobe Inc., DXC Technology, Accenture PLC, IBM Corporation, Pegasystems Inc., Verint Systems Inc., Tata Consultancy Services Limited, and AT&T Inc. are some of the leading salesforce service companies.

Immediate Access: Buy Today for a Comprehensive Report
https://www.futuremarketinsights.com/checkout/4751

Salesforce Services Market Segmentation:

By Type of Service:

  • Planning
    • Advisory Services
    • Change Management
  • Implementation
    • Integrated Services
    • Custom Application Development
    • Application Modernisation and Data Migration
    • Testing Services
  • Manage
    • Monitoring
    • Upgrade
    • Governance
    • Helpdesk
    • Training
    • BPO

By Application:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • App Cloud
  • Commerce Cloud
  • Analytics

By Vertical:

  • Salesforce Services in BFSI
  • Salesforce Services in Healthcare and Life Sciences
  • Salesforce Services in Media and Telecom
  • Salesforce Services in Retail and CPG
  • Salesforce Services in Government
  • Salesforce Services in Manufacturing
  • Salesforce Services in High Technology
  • Salesforce Services in Energy & Utilities

By Region:

  • North America
  • Latin America
  • Europe
  • East Asia
  • South Asia & Pacific
  • Middle East & Africa (MEA)

About Future Market Insights (FMI):

Future Market Insights, Inc. (ESOMAR certified, recipient of the Stevie Award, and a member of the Greater New York Chamber of Commerce) offers profound insights into the driving factors that are boosting demand in the market. FMI stands as the leading global provider of market intelligence, advisory services, consulting, and events for the Packaging, Food and Beverage, Consumer Technology, Healthcare, Industrial, and Chemicals markets. With a vast team of over 5000 analysts worldwide, FMI provides global, regional, and local expertise on diverse domains and industry trends across more than 110 countries.

Contact Us:        

Nandini Singh Sawlani   

Future Market Insights Inc.
Christiana Corporate, 200 Continental Drive,
Suite 401, Newark, Delaware – 19713, USA
T: +1-845-579-5705
For Sales Enquiries: 
sales@futuremarketinsights.com
Website: https://www.futuremarketinsights.com
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Sun, 31 Dec 2023 20:05:00 -0600 en-US text/html https://www.fmiblog.com/2024/01/01/salesforce-services-market-set-to-surge-with-a-14-4-cagr-aiming-for-a-whopping-us-33-5-billion-by-2029/




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