Features
Discover business goals and processes with customer.
Set up and customize Lead, opportunity, Account and contact objects.
Setup Lead to opportunity record types and business process.
Setup up to 15 reports and 2 dashboards.
Data import up to 50,000 records in lead, opportunity, account and contact objects. (Data will be provided in CSV format by the client.)
Up to 5 Email alert setup.
Training about Salesforce Lead, opportunity, Account and contact objects.
Salesforce Org Configuration
User Configuration, basic sharing and security
Setup Page Layout andList View Customization
Web to Lead Capture from your website and automatically assignment.
Configure Products and Pricebooks.
Dedicated Point of Contact monitoring, supervision, and control
Configure Einstein Activity Capture
Create simple validation rules for data.
Set up duplicate rules
Add client branding
Remove unneeded tabs and fields
Completion Time
- 2 Weeks
Team
- Consultant
- Salesforce Developer
- Project Manager
- QA Specialist
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