How many active Salesforce users do you have?

1 – 10 users 11 – 30 users 31 – 100 users 100+ users

What is the current state of your Salesforce org?

Clean / mostly out-of-the-box Some custom fields, flows, objects Heavily customized or inherited from someone else

How many Salesforce products are in use?

Sales Cloud only 2 products (e.g. Sales + Service) 3+ products or CPQ / Revenue Cloud

Users & Access Management

0/5 selected

Add, remove, or deactivate users Manage roles, profiles & permission sets Maintain login, MFA & SSO policies Onboard new team members to Salesforce Manage sharing rules & org-wide defaults

Reports & Dashboards

0/6 selected

Create or update reports Build or update dashboards Set up scheduled or automated reports Sales pipeline & revenue forecast reporting Activity & performance reporting for reps Executive / board-level reporting

Data Management & Quality

0/6 selected

Import data from Excel, CSV, or another system Export or extract data for external use Find and merge duplicate records Mass update or delete records Set up or maintain data quality & validation rules Archive or purge old data

Automation & Business Processes

0/6 selected

Build or fix automated workflows and flows Set up or change approval processes Configure email alerts & internal notifications Lead assignment & routing rules Set up or update SLA & escalation rules Automate repetitive manual tasks

Customization & Configuration

0/6 selected

Add or change fields & picklist values Update page layouts and record types Create new custom objects Build custom apps, tabs, or screens Customize email templates Set up or maintain CPQ

Integrations & Connected Systems

0/5 selected

Connect a new third-party tool Maintain or fix an existing integration Connect ERP, finance, or billing system Custom API or back-end development Marketing automation sync

Support, Troubleshooting & Health

0/6 selected

Fix broken automations or configuration bugs Investigate and resolve data issues Answer team questions / internal helpdesk Test and adapt to Salesforce seasonal releases Org health & security audit Performance issues & slow page troubleshooting

Sales & Revenue Operations

0/5 selected

Manage and refine sales pipeline & stages Create or update quote & proposal templates Territory planning & forecast management Account & contact management rules Commission & incentive tracking

Training & Adoption

0/3 selected

Monitor & improve Salesforce adoption Run training sessions for the team Create training materials & how-to guides

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