How to Manage
an Inherited Salesforce

We outlined a step-by-step process to help you navigate the challenges that come with an inherited Salesforce so you can spend less time troubleshooting and more time providing strategic insights.

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Inside the guide

We outlined a step-by-step process to help you navigate the challenges that come with an inherited Salesforce so you can spend less time troubleshooting and more time providing strategic insights.

1
AI-Powered Documentation

Save time by creating a visual workspace that uncovers every dependency, in a click.

1
Key Stakeholder Alignment

Learn key collaboration strategies to get every stakeholder on the same page.

1
Create and Customize

Once you know the company’s needs, develop business processes that align with revenue goals.