Accelerate Workflow Tools FAQs
Feb 06, 2024
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- What are the Accelerate Workflow Tools?
- The Accelerate Workflow Tools are a Richardson application from our Sprint Selling and Sprint Dialogues methodologies that embeds tools to support sellers to prepare, engage, and advance.
- Can I restrict the visibility of Accelerate Workflow Tools to certain users within my organization?
- Yes, the application can be setup so that only designated users can see it. This can be achieved using page layouts or Salesforce's visibility rules.
- What customization options are available in the Resources section?
- Clients have the flexibility to custom configure the Resources section to launch client-specific resources. However, clients are responsible for storing these resources on their end.
- Which Richardson courses are supported by the Accelerate Workflow Tools?
- Accelerate Workflow Tools currently support the following Richardson courses: Sprint Selling, Sprint Sales Dialogues, and CSS.
- Can I implement multiple Richardson courses in my Salesforce environment?
- Yes, you can implement both Sprint Selling and Sprint Sales Dialogues in the same Salesforce environment.
- What if I don't want to use the Reflect functionality?
- If you prefer not to use the Reflect functionality, it can be easily deactivated to suit your needs.
- For the Sprint Planner, can I choose specific Salesforce objects to use?
- Certainly! With the Sprint Planner, clients have the option to utilize only the Task, only the Event, or both objects based on their requirements.
- Can I modify the Opportunity Vitals to better fit our sales process?
- No, clients cannot configure the Opportunity Vitals. This is to ensure alignment with the Richardson course content and maintain the integrity and effectiveness of the training.
- Is there a way to track the performance and usage of the Accelerate Workflow Tools?
- Yes, Accelerate Workflow Tools come with a dedicated performance dashboard. Additionally, there is a folder containing detailed reports to help monitor and evaluate tool utilization and outcomes.
- Can I see an architecture diagram of the Workflow tools (Sprint Selling and/or Sprint Dialogues)?
- Yes, here is the architecture diagram - Richardson org ERD - Salesforce Schema Import (ERD).pdf
- Yes, here is the architecture diagram - Richardson org ERD - Salesforce Schema Import (ERD).pdf
