Three use cases for Finance on the platform are:

Discover Use Cases for the Platform – Trailhead Salesforce Module Answer

Learning Objectives 

  • In the wake of finishing this unit, you’ll have the option to: 
  • Portray test use cases for the platform. 
  • Discover explanations behind utilizing the platform across different divisions. 

HR Can Use the Platform 

Julian, who works in the DreamHouse HR office, is in an emergency. He has many applications coming in for many employment opportunities. Whenever candidates are recruited, Julian needs to set up preparing and submit equipment demands. This movement makes a ton of information, and Julian is attempting to oversee everything. 

Utilizing the Salesforce platform, D’Angelo can make a custom application that helps DreamHouse’s HR representatives smooth out and computerize the recruiting and onboarding measure. Here are a few things the custom application can do. 

  • Rundown employment opportunities. 
  • Store candidates for each employment opportunity. 
  • Send computerized suggestions to employing chiefs. 
  • Store direction and preparing plans. 
  • Oversee gear orders. 
  • Track worker downtime. 

Like any application based on the platform, the HR application D’Angelo makes is accessible for the Salesforce portable application. That way, HR reps can oversee candidates and recently added team members whether reps are in the workplace or off at an enlisting reasonable. Cool! 

IT Can Use the Platform 

Over in IT, Regina is additionally feeling the consumption. She’s getting 1,000,000 IT tickets coming in consistently and everybody’s issues appear to be earnest. Who might she actually look for assist with this deluge of tickets? 

You got it. Her agreeable neighborhood Salesforce administrator, D’Angelo. 

At the point when you fabricate your IT tagging framework in a similar spot as your CRM, you get a ton of advantages. Every one of your clients and their data is already there. You can follow cases per client and advance coordinated efforts among IT and workers. Here are some alternate approaches to smooth out IT utilizing the Salesforce platform: 

  • Make reports and dashboards to total and dissect demands. 
  • Send affirmation messages when solicitations are gotten, finished, or refreshed. 
  • Line approaching solicitations. 
  • Make custom structures for representative asks and make an information base for regular issues. 
  • Track representative equipment resources. 

With a smoothed-out IT measure, clients are more joyful and IT has more opportunity to assemble framework instead of keeping a different framework. 

You Can Use the Platform 

At this point, you’re most likely getting a few thoughts for undertakings of your own. Here are a couple of utilization cases for various offices.

A) When identifying processes to bring into Salesforce, look for:

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B) Three use cases for Finance on the platform are:

  • I) Help desk, Pricing, Facilities management
  •  II) Vendor management, Transportation, Contract management
  •  III) Budget management, Pricing, Contract management
  •  IV) Identity management, Billing management, Budget management
  •  V) All of the above



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