PAS for Salesforce FAQs
Feb 06, 2024
33
- What is PAS for Salesforce?
- PAS for Salesforce is a Richardson application from our Prosperous Account Strategy methodology that embeds a collaborative account planning tool and process within Salesforce.
- Can I control who accesses the PAS for Salesforce application within my organization?
- Yes, you can restrict access to PAS for Salesforce, ensuring that only designated users within your organization have access to its functionalities.
- What configuration options are available with PAS for Salesforce?
- PAS for Salesforce offers a broad array of configuration options. Clients can customize many of the built-in tables, create custom fields and add them to layouts, and even set up custom tables and incorporate them into the page layout.
- Can I customize the reporting functionalities in PAS for Salesforce?
- Absolutely! Clients have the flexibility to create custom reports tailored to their specific needs. Additionally, existing reports can be modified, and the dashboard can be updated to reflect the most relevant metrics for your organization.
- Is there flexibility in choosing which fields are used for certain functionalities, like Account Performance?
- Yes, clients can choose an alternate field to represent Account Performance if the default setting (amount) doesn't align with their business processes.
- We don't use the standard Salesforce product family field. Can we still utilize the Product Mix feature effectively?
- Certainly! If the standard product family field isn't in use, clients have the option of creating custom offerings. These custom offerings can then be leveraged within the Product Mix, ensuring alignment with your specific product categorizations.
- Which programs are supported by the PAS for Salesforce application?
- PAS for Salesforce has been designed specifically to support our Prosperous Account Strategy (PAS) program.
- What are the different user roles or types available in the PAS for Salesforce application?
- PAS for Salesforce supports multiple user types to accommodate different levels of access and functionalities. The primary roles are:
- PAS Users: Standard users with access to core features and functionalities to execute the Prosperous Account Strategy.
- PAS Admins: Users granted administrative rights, enabling them to configure and customize the application to fit specific organizational needs.
- PAS Read Only: Users who can view data and reports but are restricted from making any modifications or edits.
- PAS for Salesforce supports multiple user types to accommodate different levels of access and functionalities. The primary roles are:
- Is there a way to track the performance and usage of PAS for Salesforce?
- Yes, PAS for Salesforce comes with a dedicated performance dashboard. Additionally, there is a folder containing detailed reports to help monitor and evaluate utilization and outcomes.
- Can I see an architecture diagram of the PAS for Salesforce tool?
- Yes, here is the architecture diagram - ERD - Richardson MAP_PAS.pdf.
