Setup Salesforce Sales Cloud Professional

Setup a new org of Salesforce for a healthcare company in the US.

I have a single license for Sales Cloud professional edition, but dont have time to do the setup myself. We prefer the household data model. We have a list of approximately 40 fields/objects. Id like to use standard objects as much as possible.

Our patients are kids, so we also need to track other household members such as parents, guardians & siblings. We also need to track other medical providers and their contacts.

Scope of work:
1) Review list of fields/objects and make recommendations to use standard objects, with limited amount of custom objects (if any)
2) Setup leads & opportunities
3) Create sample reports such as customer list with demographic info & status in sales pipeline
4) Create page layouts

This is for the initial setup work. There could be an opportunity going forward for a Salesforce administrator role.
About the recuiter
Member since Nov 11, 2022
Allen Frankh
from Hessen, Germany

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