Setup

Assistance in customizing and configuring Salesforce to meet specific business requirements, such as creating custom objects, fields, and workflows, and configuring page layouts and record types.

Automation

Help with setting up automation rules, workflow processes, and approval processes to streamline business operations and automate repetitive tasks.

Reports/Dashboard

Guidance on creating insightful reports and dashboards to track key performance indicators (KPIs), analyze data, and gain valuable insights for informed decision-making.

Integration/Data Migration

Support in integrating Salesforce with other systems and applications, as well as migrating data from legacy systems to Salesforce while ensuring data integrity and smooth transitions.

User Training

Assistance in user onboarding, training, and adoption strategies to maximize the usage and effectiveness of Salesforce across the organization, promoting user engagement and productivity.

101

Understand the basics of Salesforce, including its key features, navigation, data management, automation capabilities, and reporting functionalities.