Results for “sales”

Design and optimize revenue operations systems that connect marketing, sales, and customer success into a unified revenue engine.

Enables, configures, and troubleshoots Salesforce Person Accounts, covering data model design, IsPersonAccount flag handling, reporting impact, migration planning, and integration requirements.

Provides a pre-built Salesforce Service Cloud data model template with Mermaid diagrams, ASCII fallback, and relationship summaries for documentation and analysis.

Maps FHIR R4 clinical resources (Patient, Observation, Condition, CarePlan, CodeableConcept) to Salesforce Health Cloud objects, including prerequisite configuration and cardinality handling.

Maps the Salesforce CPQ managed-package object graph (SBQQ__ namespace) and explains when to use the CPQ Quote API for programmatic writes instead of direct DML.

Provides a pre-built Salesforce Party Model data model template with Mermaid diagrams, object tables, and relationship summaries for Industry Clouds.

Guides when to use Salesforce Bulk API 2.0 and provides commands for importing, updating, upserting, deleting, and exporting records, along with CSV format requirements, limits, and error handling.

Generate a multi-sheet XLSX workbook with quarterly revenue, expenses, and summary formulas.

Provides a pre-built Salesforce B2B Commerce data model as a Mermaid flowchart with color coding and relationship indicators, plus an optional script to enrich the diagram with live org metadata.

Migrates historical donation or gift records into Salesforce NPSP using the NPSP Data Importer (BDI), covering DataImport__c staging, payment mapping, soft credits via Opportunity Contact Roles, GAU allocation, and campaign attribution.

Write and debug SOQL queries covering SELECT syntax, filters, sorting, pagination, relationship traversal, and aggregate functions.

Search and retrieve Gong call recordings, transcripts, users, and activity stats via the Gong API.

Understand and query the NPSP data model, including namespace prefixes, GAU allocations, recurring donations, relationships, and affiliations.

Query Gong conversation intelligence APIs to list calls, fetch transcripts, manage users, and retrieve activity stats.

Search and retrieve Gong call recordings, transcripts, user lists, and activity statistics via the Gong API.

Retrieve call transcripts, analytics, speaker stats, and workspace data from Gong conversation intelligence using natural language commands.

Analyzes sales pipeline health, revenue forecasting accuracy, and go-to-market efficiency metrics for SaaS revenue optimization.

Turn a customer's stated goals into a success plan that predicts the renewal. It sets time-to-value milestones, names an owner on both sides for each, and picks the leading indicators that tell you a year early whether this account renews. Built for B2B customer success teams, customizable to your CRM and product analytics. Trigger on "build a success plan", "onboarding plan for this account", "what are the milestones", "how do I know they'll renew", "time-to-value plan", or any post-sale planning.

Search Taobao and Tmall product listings by keyword, returning paginated product cards with title, price, shop, image, sales, and tags.

Kalshi prediction market data (prices, odds, orderbooks, trades). Use for prediction markets, Kalshi, betting odds, election and sports betting, market forecasts. Provides real-time market data, event series information, and comprehensive trading analytics.

Extracts structured product data from Amazon search results, including prices, ratings, sales estimates, and shipping info, using the BrowserAct API.

Implements Bulk API 2.0 REST calls for ingest and query jobs, covering CSV format requirements, locator pagination, and v1 vs v2 selection.

Guides composing SOSL FIND queries with result-scoping or result-shaping WITH clauses, covering clause order, supported objects, field-type limits, and API-version floors.

Extract structured best-selling product data from Amazon, including titles, prices, ratings, reviews, sales volume, and promotions, using the BrowserAct API.

Explains the Financial Services Cloud data model, covering managed-package and Core FSC object structures, household relationships, financial account ownership, and the rollup framework, with SOQL query patterns.

Extract official websites and social media profiles (LinkedIn, Facebook, X/Twitter, Instagram, YouTube, TikTok) from a company name or website URL using automated browser scripts.

Write SOQL queries that group or filter records by date periods using the 13 SOQL date functions, with rules for WHERE vs GROUP BY placement, date-literal comparisons, and fiscal-year restrictions.

Forecast any univariate time series (sales, sensors, energy, vitals, weather) zero-shot using Google's TimesFM foundation model, with point forecasts and prediction intervals from CSV, DataFrame, or array inputs.

Zero-shot time series forecasting with Google's TimesFM foundation model. Use for any univariate time series (sales, sensors, energy, vitals, weather) without training a custom model. Supports CSV/DataFrame/array inputs with point forecasts and prediction intervals. Includes a preflight system checker script to verify RAM/GPU before first use.

Zero-shot univariate time-series forecasting with Google's TimesFM foundation model, producing point forecasts and prediction intervals from CSV/DataFrame/array inputs, with a preflight system checker for RAM/GPU. Use to forecast any univariate series (sales, sensors, energy, vitals, weather) without training a custom model. Part of the AlterLab Academic Skills suite.