| Tasks | week1 | week 2 | week 3 | week 4 | week 5 | week 6 |
|---|---|---|---|---|---|---|
| Define Web-to-Lead | ||||||
| Import Lead (Import Wizard / Data Loader / Integration Implementation-On Demand) | ||||||
| Setting up Custom Forms for Lead Capturing & Setting up on Salesforce Site or on Company Website(PHP) | ||||||
| Lead Process and Record types | ||||||
| Lead Assignment Rules | ||||||
| Auto Response Rule | ||||||
| Define security Control | ||||||
| Page Layouts and fields | ||||||
| Analytics (Reports & Dashbaord) |
| Tasks | week1 | week 2 | week 3 | week 4 | week 5 | week 6 |
|---|---|---|---|---|---|---|
| Lead to Account, Contact and Opportunity Conversion | ||||||
| Define Sales Process | ||||||
| Configure Products and Pricebooks | ||||||
| Approval Process , Workflow Management | ||||||
| Define security Control, Setting up Profiles | ||||||
| Page Layouts and fields Customization | ||||||
| Analytics(Reporting & Dashboard) Einstein Analytics/ Salesforce Reports/Dashboard |
| Tasks | week 1 | week 2 | week 3 | week 4 | week 5 | week 6 | week 7 | week 8 | week 9 | week 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Define Web-to-Lead | ||||||||||
| Import Lead (Import Wizard / Data Loader / Integration Implementation-On Demand) | ||||||||||
| Setting up Custom Forms for Lead Capturing & Setting up on Salesforce Site or on Company Website(PHP) | ||||||||||
| Lead Process and Record types | ||||||||||
| Lead Assignment Rules | ||||||||||
| Auto Response Rule | ||||||||||
| Define security Control | ||||||||||
| Page Layouts and fields | ||||||||||
| Analytics (Reports & Dashbaord) |
| Tasks | week 1 | week 2 | week 3 | week 4 | week 5 | week 6 | week 7 | week 8 | week 9 | week 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Lead to Account, Contact and Opportunity Conversion | ||||||||||
| Define Sales Process | ||||||||||
| Configure Products and Pricebooks | ||||||||||
| Approval Process , Workflow Management | ||||||||||
| Define security Control, Setting up Profiles | ||||||||||
| Page Layouts and fields Customization | ||||||||||
| Analytics(Reporting & Dashboard) Einstein Analytics/ Salesforce Reports/Dashboard |
| Tasks | week 1 | week 2 | week 3 | week 4 | week 5 | week 6 | week 7 | week 8 | week 9 | week 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Email -to-Case | ||||||||||
| Custom Forms for Capturing Cases from Company Website (Rest -Integration) | ||||||||||
| Setting up AutoResponse | ||||||||||
| Setting up New Solutions | ||||||||||
| Omni Channel Routing (Assign Cases Automatically) | ||||||||||
| Setting up Live Case Agent | ||||||||||
| Automation with Macros | ||||||||||
| Custom Reports and Dashboard |
| Tasks | week 1 | week 2 | week 3 | week 4 | week 5 | week 6 | week 7 | week 8 | week 9 | week 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Social Media Lead Generation | ||||||||||
| Email Marketing | ||||||||||
| API Integration |