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Salesforce RFP and Partner Scoring Workbook
Write a Salesforce implementation RFP that gets comparable bids, then score every partner the same way.
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Salesforce Implementation Project Plan
A phase-by-phase Salesforce project plan with tasks, owners, dates, a timeline, a responsibility chart, a risk log and a decision log.
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- Excel · 8 tabs
Salesforce Data Migration Workbook
Plan, map, load and prove a data migration into Salesforce, with reconciliation that calculates variances for you.
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- Excel · 8 tabs
Salesforce UAT Test Script Workbook
Run Salesforce user acceptance testing that catches problems before launch, from entry criteria to sign-off.
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