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Getting Started

  • Understanding Software defined Operations
  • Design Module in Fullcast.io
  • Motion module and understanding policies
  • Rhythm Module in fullcast.io
  • Salesforce Integration Requirements
  • Managed Package Installation
  • Configuration of Salesforce Instance
  • Connecting to Salesforce
  • Configuration of Fullcast - Salesforce integration
  • Export/Import of data between Fullcast and SFDC environment
  • Creating New Entity in Fullcast
  • Creating and editing field/custom field values in the Entity
  • Auto Rerun Rules
  • Fullcast application setup checklist
  • Tenant Settings
  • Sub Processors
  • Metric Settings
  • How does goal setting process work
  • Managing Plans in Fullcast
  • Setting up the Motion Module
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Categories

  • Getting Started
  • Admin
  • Territory Management
  • Coverage, Capacity and Roles
  • Quotas & Target
  • Performance to Plan
  • Routing
  • Data Hygiene
  • Scenario Guides
  • Release Notes
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