Telecom Salesforce Setup Assistance

Overview

I have licensed Salesforce for a telecoms company and need the environment configured to mirror our sales, provisioning, billing and support processes. The current org is vanilla; the first step is to map the customer lifecycle—lead, opportunity, order, service activation, ongoing support—and translate that into custom objects, fields, record types, flows and approval processes suitable for a telecom operation.

Responsibilities

• Design and implement a data model that reflects the telecom customer lifecycle with custom objects, fields, and record types.
• Create automation (flows, approvals) and appropriate page layouts that support sales, provisioning, billing and support processes.
• cleanse, deduplicate and migrate data from spreadsheets and a legacy billing portal into Salesforce to ensure complete and reliable customer records from day one.
• Develop dashboards and reports for real-time visibility into sales p...