Salesforce Administrator Tasks for Funnel Metrics Implementation

Pre-Implementation Task

Time to Complete

Notes

Create Full Circle user account in Salesforce

5 minutes

FCI will use this account throughout the implementation and deployment process.

Provide Full Circle with a user account in a refreshed sandbox for deployment

15 minutes

Access to the sandbox will enable us to build and test your company’s solution.

Answer questions about Salesforce configurations

Varies depending on employee knowledge

Admin will only need to answer questions not otherwise answered by other team members

Implementation Task

Provide input if roadblocks arise due to existing customizations

Varies according to number of issues

Most implementations run smoothly; however, in the event of issues with Apex, Workflow, Validation Rules, etc., admin assistance may be needed.

Attend business process review sessions (BPRs)

Up to 4 hours

Optional for admins.

Attend sandbox review

1.5 hours

Optional, but recommended. This review shows how the solution works, which will likely be of interest to admins.

Pre-Deployment Task

Update status values on leads and contacts

Varies according to changes required

This task may or may not be necessary, depending on decisions made during your BPR.

Post-Deployment Task

Complete-deployment testing as necessary

Varies depending on tests required

Optional. Full Circle also performs independent post-deployment tests.

Monitor system health reports

Varies

Optional. Includes tasks like noting that a validation rule is blocking a status update, and updating that rule accordingly.

Attend org review call

1.5 hours

Highly recommended to learn where configurations are located and how to change settings. Call can be recorded.

Carry out ongoing maintenance and updates

Varies

As needed. For example, as your org grows, you may need to add status updates, update formulas, workflows, permission sets, etc.