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 andpresent business case for adoption
5. Create andpresentproposals 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 accounttypes, user access credentials, and data visibilitypermissions
5. Audit and approve all/any third-partyplugins or extensions needed to streamline custom business operations
6. Import data to the CRM and other apps aspart of a “data migration”

1. Set up blueprints for custom businessprocesses (sales workflows, approvals, deal contracting, etc.)
2. Incorporate workflow rules into those blueprints andprocesses (email drips, field updates, notifications, reminders)
3. Use coding to streamline workflows and automate tedious tasks and data entry
4. Connect forms from the business website to the CRM
5. Set up contract automation, surveys, email campaigns, and other tools for custom operations needs
6. Leverage the CRM as a relational database by utilizing lookupfields and related lists
7. Set up other apps as needed (for ticketing and customer service,HR, hiring, etc.)
8. Work with the business to set updata collection processes to enable high-quality reporting

1. Set up custom views in modules or create Analytics reports to catch data errors orprocess failures
2. Perform regular data backups ofthe CRM and supporting apps
3. Create a framework for users to submit support requests or feature suggestions to you for review
4. Conduct periodic reviews and updates to ensure features are working and any associated software updates remain compatible
5. Test pre-release components for compatibility before general release
6. Write user guides or developtutorial resources for using custom-developed features
7. Monitor data entry to ensure it will feed into reports and dashboards correctly

1. Set up actionable home screens in CRM with reports/tables that helpusers work efficiently and know where to focus efforts
2. Connect CRM and other apps for centralized reporting
3. Create dashboards for the various teams at a company (executives, sales, operations, accounting)
4. Use and train others on the various methods of sharing dashboards (email reports, URL links, etc.)
5. Use SQL for datapreparation and for more advanced reporting, summarizing data from multiple modules and apps

· 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

CRM Platform Basics · 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 Servicewithin 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