Salesforce

• Lead Management:
  • Lead Creation: Define lead fields and customize the lead page layout.
  • Lead Assignment Rules: Automatically assign leads to appropriate users or queues based on criteria.
  • Lead Conversion Process: Customize the lead conversion process (lead-to-account, contact, and opportunity).
  • Lead Scoring & Qualification: Implement lead scoring mechanisms using custom fields, formulas.
  • Lead Status: Customize the Lead Status picklist to match your organization’s lead qualification stages.
• Opportunity Management:
  • Opportunity Stages: Customize the opportunity stages to reflect your sales process.
  • Sales Process Definition: Create multiple sales processes for different types of opportunities (standard and custom processes).
  • Opportunity Record Types: Set up opportunity record types and associate them with different sales processes.
  • Opportunity Fields: Add custom fields for specific sales data tracking and insights.
• Product and Price Book Setup:
  • Product Creation: Add products to Salesforce, including custom fields and attributes.
  • Price Books: Configure multiple price books to support different pricing strategies for various customer segments or regions.
• Quote Management:
  • Quote Creation: Enable quotes and customize quote templates.
  • Sync Quotes with Opportunities: Enable quote syncing to automatically update related opportunity records.
  • Quote Line Items: Customize the line items section with specific fields and calculations.
• Configuration of Approval Processes:
  • Approval Process on Accounts and Opportunities: Create approval processes for Accounts and Opportunities.
• Activity Management:
  • Task and Event Configuration: Customize task and event layouts for better tracking of sales activities (meetings, calls, etc.).
• Sales Path (Path & Guidance for Success):
  • Enable Sales Path: Guide sales reps through the sales process by configuring the Sales Path on leads and opportunities.
  • Guidance for Success: Provide key guidance at each stage of the sales process to improve close rates and deal velocity.
• User Management:
  • Create, deactivate, and manage users.
  • Assign profiles, roles, and permission sets.
• Object and Field Customization:
  • Create custom objects.
  • Add custom fields (standard and custom objects).
  • Define field-level security.
  • Set up page layouts and field visibility.
  • Add picklist values and dependent picklists.
• Automation:
  • Automate tasks with Flow Builder (record-triggered, scheduled flows).
  • Define approval processes.
• Validation Rules:
  • Create and manage validation rules to enforce data integrity.
  • Define error messages for incorrect data entries.
• Security and Permissions:
  • Set up role hierarchy.
  • Create and modify profiles and permission sets.
  • Manage organization-wide defaults (OWD).
  • Create sharing rules and manual sharing.
• Data Management:
  • Import data using Data Import Wizard of Salesforce.
  • Export data for backup or reporting.
  • Manage duplicates using duplicate rules and matching rules.
  • Set up data validation rules and field-level security.
• App and Tab Customization:
  • Customize and create apps.
  • Add or remove tabs from the apps.
  • Configure home page layouts.
• Reports and Dashboards:
  • Build custom reports using the Report Builder.
  • Set up dynamic dashboards.
  • Schedule reports and dashboards for automatic delivery.
• Email Templates and Alerts:
  • Create and manage email templates.
  • Set up email alerts and templates for notifications.
• Salesforce Lightning Customization:
  • Configure Lightning App Builder to design home and record pages.
  • Set up components and utility bars in Lightning.
  • Activate and manage Lightning Experience.
• Chatter Configuration:
  • Enable and configure Chatter for collaboration.
  • Set up groups, feeds, and notifications.
• Queues and Assignment Rules:
  • Create queues for different teams.
  • Set up assignment rules for leads and cases.
• Time-Based Workflow and Scheduled Jobs:
  • Configure time-based workflow actions.
  • Schedule batch jobs for data updates.
• Sandbox and Deployment:
  • Create and manage sandboxes for development and testing.