1 to 3 months –
10-30 hrs/week –
Implement a new instance of Salesforce for 7 users including administrator.
- Initial business requirements gathering
- Implement new instance of Salesforce
- Migrate data and merge duplicate records
- Manage and create Custom Records, Objects, Custom Fields, Page Layouts, Custom tabs and Related Lists
- Configure Workflow and Validation Rules
- Create roles and company structure
- Create new user accounts
- Create Email Templates
- Set security profiles and field tracking
- Generate reports and configure dashboards
- Company specific training and user adoption strategies (to be documented and ...