1. Meet with internal/external clients and stakeholders to determine needed functionality and/or enhancements
2. Identify business use cases, exceptions, and requirements
3. Develop wireframes, prototypes, and other project documentation (i.e. flowcharts or feature buildouts in a sandbox environment)
4. Assess apps for use and implementation by different work groups and present business case for adoption
5. Create and present proposals and implementation timelines

1. Within CRM and supporting apps , configure page layouts, relevant data fields and appropriate labels to support business needs
2. Modify backend database connections to facilitate data flow between apps
3. Set data input validation rules and hide unnecessary functionality within the software system
4. Create and manage account types, user access credentials, and data visibility permissions
5. Audit and approve all/any third-party plugins or extensions needed to streamline custom business operations
6. Import data to the CRM and other apps as part of a “data migration”

1. Set up blueprints for custom business processes (sales workflows, approvals, deal contracting, etc.)
2. Incorporate workflow rules into those blueprints and processes (email drips, field updates, notifications, reminders)
3. Use coding to streamline workflows and automate tedious tasks and data entry d. Connect forms from the business website to the CRM
4. Set up contract automation

Intro to Data Analytics and Excel Foundations Spreadsheet Basics and Formatting Basic Formulas and Functions More Complex Functions Chart Building Pivot Tables Data Cleaning and Error-Checking Data Exploration Data Model Building

Understand platform architecture Navigate setup User Management Add New Users Control User Access Identity Management Data Security Control Access to the Org Control Access to Objects Control Access to Fields Control Access to Records Create a Role Hierarchy Define Sharing Rules Permission Set Groups Data Modeling Understand Custom and Standard Objects Create Object Relationships Work with a Schema Builder Customize the User Interface Create and Customize Apps Create and Customize List Views Create Record Highlights with Compact Layouts Create Record Details with Page Layouts Create Custom Buttons and Links Build Custom Pages Formulas and Validations User Formula Fields Implement Roll-up Summary Fields Create Validation Rules Understand Account and Contact Relationships Understand Leads and Opportunities Create and Convert Leads as Potential Customers Work Your Opportunities Understand Products, Quotes, and Contracts Create Price Books to Track Products Configure Quotes for Customers Track Contracts Campaign Basics Organize Campaigns Track Marketing efforts Report on Campaigns Setup Customer Service within CRM Platform Data Management Import and Export Data Resolve and Prevent Duplicate Data Reports and Dashboards Create and Format Reports Manage Reported Data Visualize Data with Dashboards Automate Processes Advanced Administration Picklist Administration o Manage o Share Picklist Values Enhanced Transaction Security o Create Transaction Security Policies o Monitor Events o Enforce Policies Session-Based Permission Sets and Security Company-Wide Org Settings o Search o Regional Settings o Multiple Currencies o User Interface Controls Create a Customer Object Event Monitoring Territory Management o Territory Management Basics o Assign Accounts, Rules, and Users to Territories o Advanced Territory Management Paths and Workspaces Knowledge Setup and Customization Connect External Services o Define an API Specification for an External Service o Register an External Service Improve Data Quality o Create a Validation Rule o Create a Formula Field o Create a Lookup Filter o Create an Automation Understanding and Learning the Application Lifecycle o Basics of Release Management o Manage Changes in Complex Releases o Using Package Deployment for Flexible Releases Change Set Development Model Advanced Formulas