Cloud
Solution Engineering
69 capabilities, from 5,477 tasks. Open one to see what you get and how MeshMesh does it.
5,477 tasksMap
Solution Engineering capabilities
Solution EngineeringBuild Customer Presentations498 tasksDocument Reusable Build Recipes425 tasksTest Implementation Test Cases358 tasksDesign Demo Build Plans331 tasksBuild Demo Walkthrough Guides238 tasksDesign Solution Architecture227 tasksDocument Technical Solution Designs210 tasksBuild Interactive HTML Mockups197 tasksBuild Org Brand Kits151 tasksDocument Implementation Guides147 tasksDocument Demo Scripts141 tasksDocument Talk Tracks139 tasksAnalyze Org Fit Gaps136 tasksBuild Reference Documentation Packages135 tasksDocument RFP Responses122 tasksDocument Enablement Content112 tasksAnalyze Salesforce Feature Capabilities105 tasksBuild Customer POV Slide Decks101 tasksAudit Demo Org Readiness95 tasksDesign Service Cloud Solutions95 tasksAudit Solution Deliverables92 tasksDocument Customer Meeting Briefs89 tasksDesign Agentforce Agent Architectures83 tasksDesign Marketing Cloud Architecture79 tasksPlan Implementation Effort Estimates66 tasksBuild Architecture Slide Decks60 tasksDesign Discovery Questionnaires59 tasksDocument Reusable Agentforce Recipes59 tasksBuild Branded Customer Reports57 tasksDocument Org Business Context50 tasksBuild Agentforce Presentation Decks49 tasksAnalyze Agentforce Advisory Engagements47 tasksDocument Customer Requirements46 tasksAnalyze External Integration ArchitecturesDesign Field Service Solutions
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Solution Engineering
Solution Engineering
- Build Customer PresentationsThe user gets a finished customer-facing deck, single slide or report in their brand or the customer's, delivered as HTML or PowerPoint and ready to present or share.498 tasks
- Document Reusable Build RecipesA user gets a setup, migration or configuration build written down as a step-by-step recipe that a peer can replay in another demo org. The recipe includes the setup steps, the deployment order, known problems and checks to confirm it worked.425 tasks
- Test Implementation Test CasesMeshMesh writes a test plan for a customer implementation story, runs the test cases in the target org or portal, and hands back an evidence document with screenshots, data checks and logged defects.358 tasks
- Design Demo Build PlansThis capability turns a demo request into a scoped plan: what to build, in what order and how the pieces fit together. Sometimes the build itself follows.331 tasks
- Build Demo Walkthrough GuidesA user gets a ready-to-present demo walkthrough: a click path with screenshots, talk track and steps, delivered as HTML or PDF.238 tasks
- Design Solution ArchitectureA user gets a written architecture: a phased plan, a recommendation document or a gap analysis that stakeholders can review before anyone builds anything. Part of the Solution Engineering overview.227 tasks
- Document Technical Solution DesignsMeshMesh writes architecture documents, technical design documents, implementation plans and handoff documents for Salesforce solutions, usually from requirements or an existing org. The user gets a written design, often a plan to approve, rather than a configured org.210 tasks
- Build Interactive HTML MockupsUsers get a clickable HTML mockup of a dashboard, demo app or solution concept they can show a customer. It often comes with supporting material such as slides.197 tasks
- Build Org Brand KitsThe user gets a Salesforce org or deliverable styled to a brand. MeshMesh researches the brand's colors, fonts and logos, then produces themes, logo assets, brand configuration files and templates.151 tasks
- Document Implementation GuidesTurn a Salesforce build or plan into a written guide a team can follow: step-by-step build guides with screenshots, implementation plans and technical explainers, delivered as documents, PDF, HTML or slides.147 tasks
- Document Demo ScriptsA finished demo script, delivered as a PDF or HTML document, that a solution engineer can present from. It often comes with the demo build behind it.141 tasks
- Document Talk TracksA seller or solution engineer gets a ready-to-present talk track, script or meeting strategy, often alongside the demo build it narrates.139 tasks
- Analyze Org Fit GapsMeshMesh compares what a customer needs against what an org already has. It returns a fit analysis with the gaps and solution options, or a scored recommendation between options.136 tasks
- Build Reference Documentation PackagesTurn what a team has learned, built or shared into reference documents and documentation sets that others can reuse: research files, reusable build recipes, guides and documentation suites.135 tasks
- Document RFP ResponsesMeshMesh reads an RFP and its source material, then drafts the responses, the response strategy and the supporting documents, and keeps product names current.122 tasks
- Document Enablement ContentUsers get finished enablement material: training and getting-started guides, interactive HTML versions, explainers and slide decks on Salesforce topics, ready to share with a team or customer.112 tasks
- Analyze Salesforce Feature CapabilitiesA user asks how a Salesforce feature works or whether it can meet a customer need. MeshMesh researches the question and returns a written answer or report, sometimes with example artifacts. It rarely configures anything in an org.105 tasks
- Build Customer POV Slide DecksThe user gets a point-of-view deck or document written for a specific customer, such as a strategy deck, a deep-dive document, kickoff material or an internal alignment brief. It is ready for the account team to review and present.101 tasks
- Audit Demo Org ReadinessBefore a customer demo or dry run, MeshMesh checks that the demo org, its data and its flows are in working order, then fixes what it can so the demo runs cleanly.95 tasks
- Design Service Cloud SolutionsUsers get Service Cloud and Agentforce service designs they can act on: case management, intake and routing, surveys and chatbots. The work usually arrives as a review of what the org already has and a phased plan. Some tasks also build parts of the design in the org.95 tasks
- Audit Solution DeliverablesMeshMesh checks a solution design, customer document or documentation set against the real org or official Salesforce documentation and returns a written review of what is wrong, outdated or missing. Sometimes it also fixes what it finds.92 tasks
- Document Customer Meeting BriefsGet a ready-to-use brief, meeting strategy or background research pack before a customer call or meeting, built from the customer's own materials.89 tasks
- Design Agentforce Agent ArchitecturesTurn a customer's agent idea into a concrete Agentforce design: which agents, topics and actions to build, how they hand off work, and a phased plan for building them.83 tasks
- Design Marketing Cloud ArchitectureThis capability turns Marketing Cloud questions into usable plans: architecture and integration advice, feasibility comparisons of competing approaches, effort reviews for customer proposals, and phased designs a team can take into a build.79 tasks
- Plan Implementation Effort EstimatesYou get a scoped level-of-effort estimate for a proposed Salesforce project or demo build: how much work it is, where the time goes, and how manual, AI-assisted and automated delivery compare.66 tasks
- Build Architecture Slide DecksThe user gets a slide deck that presents a solution or integration architecture, or maps RFI requirements to what was built. MeshMesh delivers it as a PPTX or HTML file the user can download and present.60 tasks
- Design Discovery QuestionnairesMeshMesh prepares discovery questions, questionnaires and discovery kits that a solution engineer can take into a customer discovery conversation. It works from the customer's context and the engineer's assumptions.59 tasks
- Document Reusable Agentforce RecipesTurn an agent or demo build into a step-by-step recipe that someone else can replay in their own org.59 tasks
- Build Branded Customer ReportsThe user gets a customer-ready, on-brand document, usually an HTML report or PDF guide with screenshots, that summarizes how an org, a campaign setup or a product area is configured.57 tasks
- Document Org Business ContextMeshMesh explores a connected org and produces a reusable reference describing the org's business, data and setup. Later builds and demos can then start from what is actually in the org.50 tasks
- Build Agentforce Presentation DecksGet a finished slide deck that explains an Agentforce use case or engagement, delivered as a downloadable PowerPoint file and, when asked, as HTML or PDF versions.49 tasks
- Analyze Agentforce Advisory EngagementsA solution engineer gets an Agentforce engagement assessed: an intake baseline, a readiness score, a research plan and a discovery email as the next step. Larger jobs add meeting prep, a management dashboard and a written advisory artifact. Short jobs can still run an intake and end in an architecture recommendation.47 tasks
- Document Customer RequirementsTurn discovery notes, estimate workbooks and RFP material into structured requirements: dependency lists, epics, user stories and traceability that a delivery team can plan against.46 tasks
- Analyze External Integration ArchitecturesGet a researched, written answer on how Salesforce should connect to an outside platform: the authentication approach, the integration options, and how they compare. The output is analysis and design, not a built integration.45 tasks
- Design Field Service SolutionsTurns a Field Service use case (scheduling, crews, assets, technician and dispatcher agents) into a design: a plan, a data model, a pressure test of the design and a phased build sequence ready for approval.43 tasks
- Document Best Practices GuidesA written guide a team can reuse: best practices, guardrails or a generic template for configuring Salesforce or AI features, built from notes or an existing document the user supplies.42 tasks
- Document Technical Concept ExplanationsA teammate asks how a Salesforce feature or approach works and gets back a written explanation they can read, share or build from. The usual result is a note or markdown file. Nothing changes in an org.42 tasks
- Analyze Competitive PositioningA user gets a comparison of Salesforce against a competing product, or of one Salesforce offering against another. The output is a client-ready deck, whitepaper or report they can share with a customer.41 tasks
- Design Revenue Cloud SolutionsUsers get research answers, migration plans, demo plans and design documents for Revenue Cloud, Salesforce CPQ, Salesforce Billing and B2B Commerce. Most of the output is documents rather than org changes.41 tasks
- Document Demo Build ReportsA solution engineer gets a written record of a demo build: what was built in the org, the data model and data behind it, and a status report or runbook a presenter can follow. Most of this work happens alongside building the demo itself.40 tasks
- Design Data 360 SolutionsThis capability turns a customer's Data 360 goals into a design: a readiness check of the org, the platform limits that apply, and a phased plan for ingestion, identity resolution, segments and activations, ready for a pre-sales conversation.38 tasks
- Build Executive Briefing DocumentsMeshMesh produces executive briefings and summaries in HTML and slide formats, ready for a customer or internal strategy conversation. Typical outputs are branded HTML and PDF briefings, HTML dashboards of customer signals, and HTML executive summaries of finished build work.37 tasks
- Document Customer Follow-Up EmailsAfter a customer call or demo, MeshMesh drafts a meeting summary or follow-up email that answers the customer's questions and is ready for the user to copy and send.37 tasks
- Test Demo ScriptsMeshMesh runs test scripts against a demo or test org. It walks the demo flow or the story's acceptance criteria, records evidence and reports what passed, what failed and which defects it found.37 tasks
- Build Interactive Learning GuidesMeshMesh turns a Salesforce topic or a reference document into a visual, interactive HTML guide, with lessons, diagrams and progress tracking. The user gets a guide ready to review and share.27 tasks
- Analyze Licensing FeasibilityGet a read on which Salesforce licences a planned build needs and whether the capabilities it depends on are available under them. The output is usually a feasibility matrix, a comparison of licence options, or a feasibility recommendation with conditions.23 tasks
- Build Workshop GuidesMeshMesh produces the materials a workshop needs: facilitator guides, exercises, participant handouts, demo orgs and the sites participants use during the session.23 tasks
- Design Proof of Concept PlansMeshMesh reads the org and the engagement context, then returns a phased proof-of-concept plan with scope, estimates and a build approach that a solution engineer can approve before any build starts.20 tasks
- Document Agentforce Setup GuidesGet a quick start, workshop or setup guide that walks someone through configuring an Agentforce agent, written and tested against a connected org.20 tasks
- Design Experience Cloud SolutionsPlan how an Experience Cloud site should look, who can see what, and how it is licensed and secured. Users get written guidance, plans and answers.19 tasks
- Document Migration Planning GuidesUsers get written migration and sandbox planning guides: phased migration plans, DevOps and release planning documents, and sandbox refresh checklists they can hand to a team or a customer. Nothing is configured in an org.18 tasks
- Build Certification Study GuidesA user brings notes, a study guide or their own practice results. They get back an exam-ready study deck, an interactive HTML guide, or a prioritized study plan for a Salesforce certification or specialization.17 tasks
- Deploy Demo Content to GitHub RepositoriesGet demo material such as documentation, screenshots and companion sites out of the workspace and into a GitHub repository or a hosted site where others can open it.17 tasks
- Document Knowledge Article ConfigurationUsers get written guides, analyses and demo documents for configuring and using Salesforce Knowledge. Most of the output is documentation.17 tasks
- Analyze Sales Cloud ReadinessThe user gets a check of how well Sales Cloud fits a customer's workflows: an assessment of the current org, a list of gaps and corrections, a phased implementation plan, and quick-win features worth proposing.16 tasks
- Design Lead-to-Opportunity Sales ProcessA user gets a designed lead-to-opportunity flow for a sales process. It can be a written recipe for setting up the process, or a working demo org with lead capture, scoring, assignment and dashboards.16 tasks
- Document End-User Training GuidesUsers get role-based training material, such as manuals, quick guides for agents and how-to guides, written in the format they asked for and ready to hand to end users or admins.15 tasks
- Build Presentation ScriptsA user gets a slide-by-slide presentation script or speaker notes for an existing deck, written from the deck or a source document and ready to rehearse.14 tasks
- Design Discovery Workshop ContentPrepare the plans, facilitation guides, pre-reads and review materials a team needs to run a customer discovery workshop, ready to share with the customer.12 tasks
- Document Marketing Setup RecipesA user gets a shareable setup recipe, guide or comparison for a marketing product or feature.12 tasks
- Design Salesforce Data ModelsA user gets an object model for a solution or demo org: which standard and custom objects to use, how they relate, and which fields to name. Sometimes MeshMesh also builds and deploys it in a demo org.11 tasks
- Document External Client App SetupMeshMesh writes and packages documentation for setting up OAuth External Client Apps in Salesforce, including security setting matrices and step-by-step setup recipes.11 tasks
- Document Demo Video ScriptsMeshMesh turns a demo plan into something a person can record or publish. That can be a script with beats, voiceover and screen cues, or a finished narrated video.10 tasks
- Document Salesforce Release FeaturesMeshMesh reads Salesforce release material, such as release notes and product documentation, and turns it into a structured document, briefing or feature-enablement plan that a team can use for enablement.9 tasks
- Design Demo Process FlowsTurn a demo scenario or scope document into a process flow diagram, swimlane view or timeline that a team can present or build from.8 tasks
- Document Use Case Recipe CardsTurn a finished Salesforce build, or a set of new features, into a reusable recipe or use case card that someone else can follow to repeat the build.4 tasks
- Analyze Statement of Work ScopeA user hands MeshMesh a statement of work or a client's answers to a scoping questionnaire. They get back a scope summary, a list of risks and gaps, effort scenarios or a discovery agenda ready for the next customer call.3 tasks
- Build Onboarding GuidesTurn a request for onboarding into a guide that people can work through. The guide is delivered as an interactive HTML document, sometimes with a walkthrough script for presenting it.3 tasks
- Design Voice Agent SolutionsUsers get written guidance for Agentforce Voice: answers on how to route calls from an external contact center into a voice agent, and build outlines for partner co-builds and live phone demos. The work so far is advisory only. Nothing is configured in an org.3 tasks