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Welcome to fullcast.io

  • Understanding Software-Defined Operations
    • Why Policies?
  • Understanding the fullcast.io Platform
    • Design
    • Rhythm
    • Motion
  • Onboarding
    • Working with Your Business Partner
    • Setting Up Your Company
    • Securing Your Company Data
    • Managing Your User Account
  • Managing Your Settings
    • Checking Jobs
    • Managing Users
    • Accessing Audit Logs
    • Creating Event Subscriptions
    • Editing Metric Settings
    • Updating Tenant Settings
    • Editing Field Settings
    • Managing Users
  • Accessing Help and Support
    • How to provide Temp Access?
  • Using Plans in fullcast.io
    • Managing Multiple Plans

Design

  • Getting to Know the Design Module
    • Territory Designer
    • Team Designer
  • Navigating the Designers
    • Understanding Hierarchies
    • Working the Details Grid
    • Using the Summary Metrics Panel
    • Tracking Changes
    • Dealing with Updated Data
    • Taking Notes
    • Updating Custom Fields
  • Working with Data
    • Importing and Exporting Data
  • Managing Territories
    • Creating Territories
    • Using the Map
    • Using SmartPlans
    • Editing Territories
    • Deleting Territories
    • Rerunning Rules
    • Balancing Territories
    • Moving Accounts
    • Handling Account Families
    • Handling Named Accounts and Exceptions
    • Creating Reports using Territories
    • Assigning People to Territories
    • Setting an Order of Precedence
  • Organizing Teams
    • Creating Teams
    • Editing Teams
    • Rerunning Rules
    • Deleting Teams
    • Managing Employee Workflows
    • Reporting by Teams
    • Assigning People to Teams
    • Assigning Team Targets
    • Using the Org Chart
  • Organizing Products
    • Creating Product Categories
    • Editing Product Categories
    • Deleting Product Categories
  • Designing Roles
    • Creating New Roles
    • Using Productivity Profiles
    • Editing Roles
    • Updating Permissions on a Role
    • Retiring Roles
    • Deleting Roles
  • Defining Industry Taxonomy
    • Understanding Industry Codes
    • Using Industry Taxonomy in fullcast.io
    • Building Your Industry Taxonomy
    • Adding Industry Metrics
  • Assigning Coverage
    • Understanding the Types of Assignments
    • Creating Assignments
    • Editing Assignments
    • Deleting Assignments
    • Viewing Territories by Person Assigned
  • Setting Targets
    • Understanding the Types of Targets
    • Creating Targets
    • Top-Down Target Setting
    • Bottom-Up Target Setting
    • Providing Quota Relief
    • Tracking Progress
    • Reporting on Performance
  • Visualizing and Reporting
    • Understanding the Types of Reports
    • Building Reports
    • Pinning to a Rhythm Dashboard
    • Exporting Reports
  • Best Practices
    • Segmentation and Territory Planning
    • Node Naming
    • Goal-Setting Processes and Quotas
    • Saas Metrics
  • Scenario Planner
    • Revenue Items
    • Revenue Expansion and Contraction Models
    • Headcount
    • Capacity Models
    • Expense Items

Rhythm

  • Getting to Know the Rhythm Module
  • Working with Dashboards
    • Creating Dashboards
    • Using Charts with Dashboards
    • Pinning Metrics to a Dashboard
    • Deleting Dashboards
    • Organizing Dashboards

Motion

  • Getting to Know the Motion Module
    • Understanding Policies
    • Using Policy Catalog
    • Using Reports in the Motion Module
  • Setting Up the Motion Module
    • Setting Up Your Salesforce Instance
    • Installing the Managed Package
    • Enabling and Executing Policies
    • Using Tags in Routing Policies
    • Editing Policies
    • Activating and Deactivating Policies
    • Troubleshooting Policies
    • Using the Scheduler
    • Motion Package version 2.157
  • Custom settings for Assignment Workflow in Salesforce
    • Object Manager Setup for Assignment Workflow
  • Assignment Policies
    • Routing Glossary
    • Lead Routing
    • Best Match Account Functionality
    • Account Routing
    • Contact Routing
    • Opportunity Routing
    • Case Routing
    • Subscription Routing
    • Managing Holdouts
    • Best Match Account Functionality with Fuzzy Logic
    • SLA Policy
    • What is fuzzy logic, Matching and duplicate rules?
    • Best Match Account Functionality with Fuzzy Logic
  • How to Use Assignment Workflow in Salesforce?
  • Data Policies
    • Industry Taxonomy
    • Account Dedupe
  • Account Family Policy
    • Policies - Account Hierarchy
    • Data Quality - Account Hierarchies
    • Setting up Motion Account Hierarchies
    • Configuring Account Hierarchy
    • Reporting - Account Hierachies
  • Compliance Policies
    • US Trade Embargoes (Configuring Policy)
    • Embargo Search lists Description

Integration

  • Integration - Primer
  • Integration Scenarios
    • Databases
    • Cloud Storage
    • Cloud Services

Help and Support

  • Support Request
  • fullcast.io blog
  • Request a demo

Trust & Security

  • How to login/logout of Fullcast.io?
    • Change Password
    • Multi-Factor Authentication
  • Privacy Policy
  • Terms and Conditions
  • End User Licensing Agreement
  • Operational Status

Creating Product Categories

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Updated 10 months ago


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