Q4 checklist for CIOs + Salesforce platform owners
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5 min read
Q4 checklist for CIOs + Salesforce platform owners

As the end of the year approaches, CIOs face a unique set of challenges and opportunities. From finalizing budgets to ensuring system resilience for peak business activity, the end of Q4 is a time to reflect and optimize. This is particularly true for CIOs who also serve as Salesforce platform owners. Q4 represents a strategic time to align CRM strategy with business goals, streamline processes, and prepare for a strong start to the new year. Whether you're managing user adoption, integrating new features, or cleaning up data, this Salesforce-specific checklist will help you close out Q4 effectively.

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