Salesforce: Implementation

01 A -- Dashboard

Implementing Salesforce is a challenge without a well-defined process. This TaskMap template will help to organize your thinking and should give you a head start.

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  • 01 A -- Dashboard
  • 02 B -- Prepare for Implementation
  • 03 C -- Build Your Team
  • 04 D -- Define and Prioritize Your Goals
  • 05 E -- Rollout Example
  • 06 F -- Define Key Aspects of Your Process
  • 07 G -- Outline Key Aspects of Your Sales Process
  • 08 H -- Create Your Process Overview
  • 09 I -- Map Your Process to Salesforce CRM Functionality
  • 10 J -- Decide Which Reports You Need
  • 11 K -- Communicate with Your End Users
  • 12 L -- Set Up Salesforce CRM
  • 13 M -- Establish User Access and Permissions
  • 14 N -- Determine Role Hierarchy
  • 15 O -- Customize Salesforce CRM
  • 16 P -- Prepare to Customize
  • 17 Q -- Customize Fields
  • 18 R -- Customize Page Layouts
  • 19 S -- Customize Reports
  • 20 T -- Lead Customization
  • 21 U -- Add Users
  • 22 V -- Import Data
  • 23 W -- Prepare Data for Import
  • 24 X -- Prepare Your Data
  • 25 Y -- Test the Import
  • 26 Z -- Import Your Final Data
  • 27 AA -- Develop Training Strategy
  • 28 AB -- Increase User Adoption
  • 29 AC -- Extend