What's included

• Simple to complex Salesforce flow automation

  Salesforce Automation Solutions: I will provide a range of automation solutions in Salesforce, from simple to complex, using various Salesforce flows. Auto-Generation of Renewable Opportunities: After an opportunity is closed, I will set up an automatic generation of renewable opportunities, enhancing the efficiency of your sales cycle. Lead Flow Management: I will manage the lead flow to ensure a smooth transition from potential to actual customers. Automatic Contact and Account Conversion: Based on specific triggers or client requests, I will initiate automatic conversion of contacts and accounts, saving you time and effort. Customized Solutions: I offer additional services tailored to the client’s specific needs and requests.

• Data Visibility Management

  Data Visibility Management: I will ensure that data is visible only to the necessary users, adhering to strict data security and accessibility standards. This will be achieved through meticulous configuration settings in Salesforce. Data Sharing Solutions: I will leverage Salesforce’s data sharing capabilities to facilitate efficient and secure data exchange as per your requirements. Role-Based Access Control: Utilizing profiles, roles, and permission sets in Salesforce, I will implement a robust role-based access control system. This will ensure that users have appropriate access rights, further enhancing data security and integrity.

• Territory Management

  Territory Design and Implementation: I will assist in designing and implementing a territory management model that aligns with your sales strategies and goals. Territory Assignment Rules: I will set up rules for automatic assignment of accounts, leads, and opportunities to territories based on specified criteria. Territory Hierarchy Setup: I will establish a territory hierarchy that reflects your sales organization structure, ensuring efficient management and reporting. Access and Visibility Control: Leveraging Salesforce’s robust security model, I will ensure that users have appropriate access to accounts, leads, and opportunities within their territories. Performance Tracking and Reporting: I will set up custom reports and dashboards to track territory performance and provide actionable insights. Ongoing Territory Management Support: I will provide ongoing support for territory realignments, rule modifications, and other changes as your business evolves.