Salesforce Setup

Salesforce Setup Brief For Freelancer 18/08/21

1) Hidden form elements form to submit Lead via:
a. Web to Lead forms:
i. Landing Pages.
ii. A21.
b. Form Fields – All for fields should be Hidden:
i. First Name:
1. Text Field.
ii. Company:
1. Text Field.
iii. Email:
1. Text Field.
iv. Phone:
1. Number Field.
v. Zip:
1. Text Field.
vi. fleet_size:
1. Number Field.
vii. vehicle_type:
1. Text Field.
viii. Lead Source:
1. Text Field.
ix. keyword:
1. Text Field.
x. db:
1. Text Field.
xi. landing_page:
1. Text Field.
xii. product:
1. Text Field.
xiii. status_1:
1. Number Field.
xiv. Campaign:
1. Text Field.
c. Ensure all fields are inserting into Leads in Salesforce.
d. Ensure all fields move from Leads to Accounts in Salesforce.
2) Users Setup:
a. Define Roles:
i. Manager:
1. Access to all Salesperson’s reports.
2. Access to all Salesperson’s:
a. Leads.
b. Opportunities.
ii. Salesperson:
1. Access to their reports only.
2. Access to their reports only:
a. Leads.
b. Opportunities.
b. Users and Roles to be assigned:
i. Kjell Anderton – Manager.
ii. Dan Cashman – Manager.
iii. Graham Plummer – Manager.
iv. Chris Coles – Salesperson.
3) Profit of Deal:
a. Quoted Profit:
i. Add.
ii. Edit.
iii. Quoted Profit set as Sold Profit.
4) Dashboard:
a. Managers Dashboard:
i. New Leads section:
1. Unallocated Leads
2. All Users.
ii. Reports:
1. Pipeline Report per Salesperson User by Opportunity Status:
a. For this month.
b. Display the number of Opportunities in each status.
c. List of Opportunities for that specific Salesperson User.
d. List of Closed Sold Opportunities for Salesperson and Total Profit for each.
2. Pipeline Report for All Users by Opportunity Status:
a. For this month.
b. Display the number of Opportunities in each status.
c. List of all Opportunities.
d. List of all Closed Sold Opportunities and Total Profit for each.
iii. Today’s Tasks per user.
b. Salesperson Dashboard:
i. New Leads section – Leads allocated to you as a Salesperson.
ii. Reports:
1. Pipeline Report for you as a Salesperson by Opportunity Status:
a. For this month.
b. Display the number of Opportunities in each status.
c. List of Opportunities for that specific Salesperson User.
d. List of Closed Sold Opportunities for Salesperson and Total Profit for each.
2. Pipeline Report for you as a Salesperson by Opportunity Status:
a. For this month.
b. Display the number of Opportunities in each status.
c. List of all Opportunities.
d. List of all Closed Sold Opportunities and Total Profit for each.
iii. Today’s Tasks you as a Salesperson.