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Leverage Customer Engagement Best Practices

Leverage Customer Engagement Best Practices

Leveraging extensive past experience in CRM, Medtech, and Life Sciences implementations, Salesforce has compiled best practices from partners, clients, and professional services. These insights, gathered over eight years from common mistakes and configuration issues, aim to guide future implementations for clients, partners, and professional services.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
 
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Salesforce Help | Article