Salesforce Solutions
Business Requirements

Project Overview

What is the main objective of this Salesforce enhancement?

Briefly describe your current Salesforce setup.

What specific problems or challenges are you facing with the current setup?

Requirements

What features or functionalities are you looking to add or improve?

Do you require integration with other systems or applications? If yes, please list them.

Are there any specific data management needs (e.g., data migration, data cleansing)?

User Information

Please describe the user roles that will be interacting with the system.

Timeline and Constraints

Target Go-Live Date required

Important dates that may impact go-live?

Additional Information

Are there any other requirements or constraints that we should be aware of?

Would you like to upload any documents to support your requirements? (Enable file upload option)

Upload Files

Follow-up and Consent

Best time and method to contact you for further discussion?

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Presented by Tamala Francis,
Founder & CEO at Francis & Co.

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In this webinar we will cover

Digital Marketing
Funnel

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Your Social Media
Presence

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Practical Branding
Strategies

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Salesforce Solutions
Business Requirements

Project Overview

Requirements

User Information

Timeline and Constraints

Additional Information

Follow-up and Consent

Presented by Tamala Francis,
Founder & CEO at Francis & Co.