Question: We need to get users set up we re going to need some data to get started! Liza has gathered a list of potential franchisees
We need to get users set up were going to need some data to get started! Liza has gathered a list of potential franchisees from an industry association. Reed also has a list of current vendors.
Who will the users be What should we configure for each of them?
What profiles we will utilize?
How would you propose to get the lists into Salesforce?Which objects would you use? Would you use an import tool? Which one? Any questions for Liza & Reed?
Will we need custom fields?
Possible Solutions to implement in the Developer Platform but not limited to others:
All stakeholders should be users! Each will need locale and language settings specified.
We should create custom profiles but not for each user.
Lizas potential franchisee list should be imported to leads and Reeds vendor list to accounts. There should be questions about how many records, what type of data is in the lists to determine which tool for import and the need for custom fields. They havent seen the list and the intention here is they ask more questions.
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