Process Automation Using Salesforce
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About this service
Summary
What's included
Discovery Call To Understand Needs
We will get on a zoom call first to align on requirements before any payment is made. Together we'll hash out where you're finding issues and discuss possible solutions.
Scope of Project Doc
I'll then design a scope of project doc to make sure that we are fully aligned on the project. This will include a description of the full deliverables of the project.
Direct Work Inside Your Salesforce Production or Sandbox Environment
After we are fully aligned, I will require access to your production or sandbox environment in Salesforce. I will build out the project as per the specs outlined in the Scope of Project document.
Testing and Rollout Materials
I will provide testing docs & rollout materials so that you can be sure that everything is working exactly as planned, and your users are fully trained and ready to use this new system
Skills and tools
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