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Salesforce.com Secrets of Success: Best Practices for Growth and Profitability, Second Edition by David Taber

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Chapter 12. Best Practices in Finance and Legal

It’s accrual world.

—Anonymous

SFDC should be the hub of a comprehensive system for managing and storing the legal and contractual artifacts of the customer relationship over time. Like it or not, somebody in finance and legal is going to be involved with SFDC from the very beginning. If the system is the least bit successful, it’s going to be a whole bunch of somebodies. So no matter what your function in the finance organization, you need to read the sections that apply to your job title and skim the rest.

Why is this enterprise system not like all other enterprise systems?1

1. Best said in an Eastern European accent while holding a glass of wine over a candle-lit dinner with the family.

If you ...

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