Salesforce implementation key points
The CRM project first aligns Sales Cloud and Platform licensing boundaries; sandbox Dev/Test/Prod and change sets or CI/CD need to be finalized in the first Sprint.Integrate with ERP/marketing stack to prioritize lead/account master data attribution.MiCount provides Lightning delivery lists and governance templates.
Salesforce · Business People
CRM daily · Report · Light configuration · Recommendation 2–3 weeks
Daily lessons for sales, customer service, and marketing operations in Sales/Service Cloud: lead conversion, opportunity stages, activity records, case processing, and Lightning reports/dashboard.Can be directly compared to Sales Cloud User Guide step by step.
learning path
sales pipeline
Lead Conversion, Opportunity Stage, Forecast and Quota views.
Service and collaboration
Case assignment, Knowledge, Macros, Slack/Email integration portal.
Analysis and light configuration
Report Type, Dashboard, List View batch, Validation rule identification.
official document comparison
| theme | Learning points | Link |
|---|---|---|
| Leads & Opportunities | Conversion rules, stage probabilities, product lines | Leads |
| Reports & Dashboards | Custom report types, subscriptions, dynamic dashboards | Reports |
| Service Cloud | Case queue, Entitlement, Omni-Channel concepts | Service |
| List Views & Actions | Batch update, Inline Edit permission boundaries | List Views |
Arithmetic · Business daily lessons and data quality
Sales day class
- Today's view: List of business opportunities to be followed up, overdue tasks, and stages stalled for >14 days.
- Entry specifications: contact role, Next Step, competition field required strategy.
- Weekly Report: Pipeline by Stage instrumentation + Lost Reason classification.
Admin collaboration items
- The field/page cannot be changed → Submit a Change Request (object, field API name, screenshot).
- The report is wrong → Explain the difference between Report Type, filtering and "My/All".
- Integration Latency → Differentiating In-Salesforce Processes vs External Marketing/ERP.
Hands-on Tasks (Acceptance Criteria)
Task: Optimize existing sales or work order process
- Select a real scenario: stage definition, required fields, and automated notifications 1 (Sandbox or DE Org).
- Create 2 reports + 1 Dashboard components to serve weekly meetings.
- Write data quality rules 3 (for example: Lost Reason is required to close business opportunities).
- Output Before/After indicators: entry duration, stage stay, and missing rate (can be manually sampled).
Involves aligning release windows with administrators and developers before major changes to Profile/Flow.