Meeting for requirement gathering and analysis. Understand the sales process(how you sell to your clients) and any legacy data migration needs. Understand KPIs that need to be tracked and available on dashboards and reports.
Plan the objects, fields and customizations needed to meet client needs. Plan data massage and import activities. Design security requirements, workflows and any integration needs.
Setup users home pages, security, remove/add fields in standard objects, Making some reports and dashboard available.
Implement workflows for approvals etc, triggers for auto data population, custom objects, web services for integration into other platforms.
Massage the legacy data to ensure normalization and relationships are maintained. Import in correct sequence. Validate after import.
Remote training sessions for both end users and admins.
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