Example deliverable
Sample data
Salesforce Assessment — working outline
Illustrative deliverable outline. The final contents are confirmed against your process and agreed scope.
The problem to solve
A clear objective before any work starts.
Duplicate records and skipped stages make the forecast guesswork.
The starting point is how your team works, not a list of features in Salesforce. We establish what needs to change, who relies on the result and how you will judge whether the work has solved the problem.
The scope below sets the boundary for salesforce assessment. Before work starts, we check the current process, available information and practical constraints with you. Gaps and assumptions are made visible so that the quote reflects the work actually required.
What the work needs to address
- Data quality check
- Automation and validation review
- Written clean-up plan